# The Friends and Family Module

The FIRM Guide (thefirmguide.com) — companion to The Recoverable Family.
Fill this in privately (any text editor or by hand), then store it in your Vault.


## Secure Guide Starter Template — Friends and Family

> This template belongs in The Secure Guide, stored within The Vault. Update as relationships and arrangements change.

An executor knows the legal structure of what exists. What they usually lack is the human landscape around it: who mattered, who should be told and in what order, who might hold expectations rooted in conversations no one else heard. That context is not captured in a will or an account inventory — it lives in the memory of the person who is gone, unless someone writes it down. This is not a contact list. It is a map of the relationships that matter to the estate and to the family's continuity.

Two categories deserve special care. Informal arrangements create human expectations an executor will encounter, and encountering them without context is genuinely difficult — the shared-use understanding, the promise the other party took seriously. (Money arrangements — a loan made or received — are financial assets and belong in the Other Assets Module; this Module holds the human layer.) And where an estrangement or intentional exclusion exists, the legal treatment belongs in the estate documents, drafted with your attorney; what belongs here is the context that keeps the executor and the surviving family from discovering the situation blind, in the middle of administration.

### Informal Arrangements
| Person | Nature of Arrangement | Amount / Details | Status | Notes |
| --- | --- | --- | --- | --- |
|   |   |   |   |   |
|   |   |   |   |   |

> Document informal property or personal arrangements outside formal legal agreements — ongoing understandings about belongings, promises that should be honored or that the estate should know about. Loans made or received are documented in the Other Assets Module; note here only the human context if there is any.

### Intentional Exclusions — Context for Executor
| Name | Relationship | Context |
| --- | --- | --- |
|   |   |   |

> This field is for executor context only — the legal treatment of exclusions belongs in the estate documents. If any relationship needs context the family page should not carry, record it here beside the exclusions; everything else lives openly in The Family Guide.

- Tags: 


## Family Guide Starter Template — Friends and Family

> This template belongs in The Family Guide. It is the family's relationship map — useful while everyone is living, and ready to help through a loss. Kept openly: move a row to The Secure Guide only if its context should not sit on the kitchen counter.

> In the matching Secure Guide section: sensitive context only — informal arrangements, intentional exclusions.
>
> That detail is what makes recovery possible — and it is protected in the Vault, which opens with The Vault Key. The key is never written here, by design. The people listed on this page know how it is kept, and the steward's job is to keep that path current, so this page never leads to a locked door.

### Important Relationships
| Name | Relationship | Contact | Context / Notes |
| --- | --- | --- | --- |
|   | Close friend |   |   |
|   | Extended family |   |   |
|   | Former colleague |   |   |
|   |   |   |   |
|   |   |   |   |

> Why this person matters, in a line — shared history, standing plans, the thing a newcomer to the family would want explained.

### Notification Priority List
| Name | Relationship | Contact | Notify By | Priority |
| --- | --- | --- | --- | --- |
|   |   |   | Phone / Letter / Email | First |
|   |   |   |   |   |
|   |   |   |   |   |

> The full list, on this page on purpose — nothing about who should hear the news is secret, and the person making calls should not need The Secure Guide to make them. The First tier gets a voice, not a text.

### About Our Extended Family



### A Note on Relationships



### Additional Guidance