The FIRM Guide

The Subscriptions and Memberships Module

One entry per paid or valued subscription and membership — tied to the family member who controls it, with cost, renewal, cancellation, and transferability noted.

Where this Module fits

A-03 Module 3 of 8 in the At-Home area — step 2 of 4 on the dependency ladder (System → At-Home → Financial → Estate).

Second of the trio — what do we belong to? Every service ties back to a documented identity; reference, don't re-enter.

Part 2 of 3 in the connected At-Home trio — work Identities, then Subscriptions and Memberships, then Digital Legacy, in that order. See The Connected Trio for the worked example.

Adds to The Secure Guide: One row per service tied to its controlling identity — cost, renewal, transferability, cancellation.

Adds to The Family Guide: That the inventory exists and where disposition decisions live.

Every Module adds one section to each guide — that is how the two guides assemble as you work. See what you're building.

Download Text File Nothing is entered on this page — you fill the template in privately.

Text file — the flexible one. Use it as-is, paste it into a spreadsheet, open it in any editor, or paste it into an AI tool to reshape the blank form to fit your family: rename a field, add a row, drop one you don't need.

Print / PDF — the ready-to-use one. Print it and fill it in by hand, or choose Save as PDF and complete it in your own offline PDF app. Either way it stays with you — the finished Secure Guide template goes inside your Vault.

One rule: only ever give an AI tool the blank template. Never paste your real information — passwords, account numbers, anything you'd keep secret — into an AI tool, an online service, or anywhere outside your own Vault. Customizing an empty form is fine; filling it in happens privately, offline. That's the same rule this site follows: nothing sensitive ever leaves your hands.

Secure Guide Starter Template — Subscriptions and Memberships

Store this inside your Vault. One entry per subscription or membership that costs money, holds value, or would burden your family if forgotten. Update at the quarterly review.

The on-ramp is your credit card or bank statement, not your memory: pull three months of card and bank statements and payment apps and list every recurring charge. (Count last month's charges first — that number, times twelve, is what autopilot costs per year.) Then add the memberships that don't charge monthly but still matter: the professional association, the warehouse club, the library card, the loyalty programs quietly holding real value. Skip the noise — no need to document every retailer that ever issued you a points card.

Loyalty balances are harvested at scale now — miles, points, and card rewards drained quietly by automated attacks that test leaked passwords everywhere at once. Two habits already in the system cover it: a strong, unique password on any account holding real value, and the quarterly review this record prescribes — a drained balance or an unfamiliar redemption is exactly the small anomaly the review exists to catch. Give zombie subscriptions on old, unwatched email accounts the same eye: an account nobody monitors is an account nobody notices being taken over.

Name of the subscription or membership.
Which family member + email controls it — reference the Identities Module entry, don't re-enter the address.
Free / paid / family plan; monthly or annual amount. Three individual plans where one family plan would do is exactly what this column catches.
When it charges next, whether it charges automatically, and which card or account it charges — by name (“the blue Visa”), never the number. This is the line an executor works from.
Membership or account number — fine here in the Vault. Login credentials go in the password manager.
Family members with access or profiles.
Yes / No / Research needed — feeds the Digital Legacy Module. Miles may be claimable by heirs; association dues usually die with the member; family plans often transfer.
How to cancel — and flag the ones that demand a phone call, an in-person visit, or a death certificate.
Promotional-rate expirations, accumulated value worth checking before renewal, the watch history or playlists worth saving before an account ever closes — anything a successor should know.

Second of the trio: every row ties back to an identity documented in the Identities Module — what you belong to, anchored to who you are. What happens to each service later is the Digital Legacy Module's decision; the Transferable? column is its feeder.

Subscriptions and Memberships; secure-guide; family-guide; At-Home

Family Guide Starter Template — Subscriptions and Memberships

This template contains no sensitive information. It can be stored with household documents.

In the matching Secure Guide section: one row per service tied to its controlling identity — cost, renewal, transferability, cancellation.

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.

One sentence (e.g., "Every subscription, membership, and loyalty program we pay for or value is cataloged in The Secure Guide, tied to the family member who controls it") — plus the day-to-day pointers the household actually needs: which streaming profiles exist, where the library card lives.
The catalog is in the encrypted Vault volume; login credentials are in the password manager — and who keeps it current, on what rhythm.
Steward + cadence (e.g., one parent; quarterly review — the "are we still paying for that?" question goes to them).
Disposition pointer — if a subscription needs canceling and the catalog isn't reachable, recent card and bank statements reconstruct the list; check the Secure Guide first. For after-death handling, see the Digital Legacy Module entry.

Anything this page's reader should know that the sections above didn't ask for — the exceptions, the house quirks, the thing you would say out loud while handing this page over.

Worked example — Frank's family

Fresh off the Identities Module, Frank opened three months of card statements and discovered he had no idea what his family was paying for. Six weeks later he did: twenty-two recurring charges and a shelf of memberships, every one tied to an identity he'd already documented. Along the way: a yoga studio still charging a year after Sarah thought she'd canceled, three separate music plans where one family plan would do, and a meal kit he'd used twice.

All details are fictional and illustrative. The assembled example guides live at the example Secure Guide and the example Family Guide.

Secure Guide — Frank's entry

One spreadsheet in the At-Home folder of Frank's encrypted Secure Guide volume — one row per service, reviewed quarterly. An excerpt, then two rows in full:

The catalog (excerpt — 8 of 22 rows)
ServiceWho / Tied toCostRenewsTransferable?
Netflix (family plan)Frank — Gmail (see Identities)Monthly15th, auto — the blue VisaResearch needed
Spotify — one family planSarah — iCloudMonthlyAuto — consolidated from three individual plansYes — family plan
The Courier (daily news)Frank — GmailMonthlyAuto — promotional rate expires 2026-11 (flagged)No
Westvale Fitness (gym)Frank — GmailMonthlyAuto — cancellation requires an in-person visit (noted!)No
CostcoSarah — iCloudAnnualMarch, autoHousehold card — yes
Calm (meditation app)Sarah — iCloudAnnualCANCELED 2026-05 — unused since January
Discord Nitro + game season pass (Jacob)Jacob — gaming Gmail, Frank's cardMonthlyAuto — revisit when Jacob pays his own wayNo
Canva (Lily)Lily — iCloudMonthlyAuto — student rateNo

…and fourteen more rows, including the yoga studio (canceled — it had charged for a year past Sarah's “I'm sure I canceled that”), the meal kit (canceled at the first quarterly review when the price quietly rose 20%), and Lily's language app (canceled three months after she stopped using it — the $45 lesson that now opens the family's quarterly review).

Row in full — Netflix

Netflix
Frank — his Gmail (see the Identities entry; the address lives there)
Paid — family plan, monthly
15th of the month, auto — charges the blue Visa
None — email login only
All four profiles: Frank, Sarah, Lily, Jacob
Research needed — likely just canceled; the profiles' watch lists are the only thing of value
Account settings page — no call needed
Before this account ever closes: save the Family Movie Night list and each profile's watch history
Subscriptions and Memberships; secure-guide; family-guide; At-Home

Row in full — Professional engineering association

State Society of Professional Engineers (Frank's PE association)
Frank — work email (flagged: employer-owned address; migrate before any job change)
Paid — annual dues
September — auto-renew turned OFF at the week-four review; decision now made annually, on purpose
PE-20841
No — dies with the member. The PE certifications it maintains are the real value; their dependency on active membership is noted in Work History
Lapses on non-payment; 60-day grace period
“Last meeting attended: unknown.” Reviewed honestly each September — kept this year for the certification, not the newsletter
Subscriptions and Memberships; secure-guide; family-guide; At-Home

Loyalty and free memberships (held for value, not cost)

Balance flagged “potentially valuable — check before booking season.” Strong unique password set the day the balance crossed six figures; on the quarterly drained-balance check
Both on the quarterly check; redemption preference noted (travel, never merchandise)
Free / annual; the day-to-day details live in the Family Guide — this row just keeps them from being forgotten

Six months in, the quarterly review has paid for itself: one price hike caught, two zombie subscriptions gone, and every “are we still paying for that?” now has a two-minute answer.

Family Guide — Frank's entry

This entry sits in the household reference binder. No account numbers, no costs — the day-to-day pointers and where the real catalog lives.

Every subscription, membership, and loyalty program we pay for or value is cataloged in The Secure Guide, tied to the family member who controls it. Streaming profiles exist for all four of us; the library cards are in the kitchen drawer.
The catalog is in The Secure Guide; login credentials are in the password manager.
Frank — quarterly review. The “are we still paying for that?” question goes to him.
If something needs canceling and the catalog isn't reachable, the last three months of card statements reconstruct the list — but check The Secure Guide first. For what happens to these services after death, see the Digital Legacy Module entry.
The library cards live in the kitchen drawer with the takeout menus — yes, really. And the Courier subscription is Dad's morning ritual; whoever inherits the bill should know it's not just a charge.