# The Family Guide — Table of Contents (binder shell)

The FIRM Guide (thefirmguide.com) — companion to The Recoverable Family.
The shareable one — the orientation your loved ones need: what exists, who to call, what matters,
without exposing credentials or access details. Safe to keep with household documents.

Use this as the spine of your binder or master document: one section per Module,
in SAFE order. Add each Module's section as you complete it — the guide assembles
as you go. Check off Modules as their sections land.


## Step 1 — System

[ ] S-01  The Devices Module
        Device count and types, where the inventory lives, who to call for a lost device

[ ] S-02  The File Storage Module
        The shape of the system in one sentence, plus where a trusted person starts

[ ] S-03  The Network Module
        The network's shape, where credentials live (no values), the escalation path

[ ] S-04  The Encryption Module
        That encrypted storage exists, the pointer pattern, and “do not guess passwords”

[ ] S-05  The Passwords and Passkeys Module
        That the manager holds the credentials — and that in a lockout or a crisis, recovery starts with its emergency access, not account-by-account resets

[ ] S-06  The Backup and Synchronize Module
        A copy at home and a copy offsite; start with the README


## Step 2 — At-Home

[ ] A-01  The Family Compass Module
        The shared layer — narrative, values, traditions, an optional note to family

[ ] A-02  The Identities Module
        That identity records exist, where they live, the steward, and who to call

[ ] A-03  The Subscriptions and Memberships Module
        That the inventory exists and where disposition decisions live

[ ] A-04  The Digital Legacy Module
        The crisis-window rule: act only from the plan, verify through the executor

[ ] A-05  The Work History Module
        Where records live and who to call for survivor benefits

[ ] A-06  The Health and Medical Module
        The emergency sheet — PCP, hospital, allergies, insurance, directive location

[ ] A-07  The Mental Health and Well-Being Module
        Crisis lines, counselor, one trusted person per family member

[ ] A-08  The Pet Information and Care Module
        Per-pet care sheet — profile, daily care, vet, emergency contacts


## Step 3 — Financial

[ ] F-01  The Financial Accounts Module
        Accounts by institution and type (no numbers), advisors to call first

[ ] F-02  The Digital Financial Assets Module
        Which categories exist, who to contact before acting, heirs' caution

[ ] F-03  The Tax Planning and Documentation Module
        Archive pointer, years on file, and “call the CPA before responding to any notice”

[ ] F-04  The Budget Module
        The continuity minimum — essential bills, operating account, who to call

[ ] F-05  The Other Assets Module
        That these exist, no values, and “don't sell before consulting”

[ ] F-06  The Insurance Module
        Policy types by carrier, the primary agent, the claim-filing steps


## Step 4 — Estate

[ ] E-01  The Disaster Preparedness Module
        Where records, go-bag, and cash live; who to call; replacement authorities

[ ] E-02  The Communications Module
        The first-calls order and the 30-day no-major-decisions instruction

[ ] E-03  The Heir Education Module
        The plain-language plan summary and roles — the heirs' orientation

[ ] E-04  The Elder Care Module
        Named decision-makers, document locations, care preferences in the planner's voice

[ ] E-05  The Funeral Wishes Module
        The summary — and call the pre-paid provider before any other arrangements

[ ] E-06  The Philanthropy Module
        The giving summary and an optional statement of giving values

[ ] E-07  The Friends and Family Module
        The relationship map and the full notification list — useful while living, ready in loss

[ ] E-08  The Entities Module
        Entities overview, key contacts, and the entity-assets-bypass-the-will warning

[ ] E-09  The Estate Plan Module
        The plain-language summary — the estate attorney is the first call


Vault -> Secure Guide -> Family Guide  =  Secrets -> Understanding -> Sharing