# The Secure Guide — Table of Contents (binder shell) The FIRM Guide (thefirmguide.com) — companion to The Recoverable Family. The private one — the critical details of how your family's information is organized and accessed. Keep this guide INSIDE your Vault — it explains; the Vault holds the secrets. 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 Full device inventory — one entry per device with backup, encryption, and disposal metadata [ ] S-02 The File Storage Module Master record of the filing structure — locations, naming, retention, archive policy [ ] S-03 The Network Module Network record — router, SSIDs, ISP, device map, config backup [ ] S-04 The Encryption Module One entry per encryption method or tool — how to decrypt, key location by reference, recovery status [ ] S-05 The Passwords and Passkeys Module One entry per credential/password tool or method — managers, passkeys, hardware keys, backup codes by reference [ ] S-06 The Backup and Synchronize Module One entry per backup or sync arrangement — scope, encryption, offline copy, recovery steps, last tested ## Step 2 — At-Home [ ] A-01 The Family Compass Module Stewardship record plus the private letters layer, kept in the Vault [ ] A-02 The Identities Module One entry per person — IDs, controlling emails, recovery dependencies, document locations [ ] A-03 The Subscriptions and Memberships Module One row per service tied to its controlling identity — cost, renewal, transferability, cancellation [ ] A-04 The Digital Legacy Module General orders per person plus per-account dispositions, sunset plan, digital executor [ ] A-05 The Work History Module One entry per benefit-relevant employer — vesting, credentials, records, heir notes [ ] A-06 The Health and Medical Module Working medical record — meds, providers, insurance, directives, HIPAA releases [ ] A-07 The Mental Health and Well-Being Module Crisis-relevant providers, EAP, coverage, faith community [ ] A-08 The Pet Information and Care Module Coverage and access records — insurance, vet portal, microchip, legal arrangements ## Step 3 — Financial [ ] F-01 The Financial Accounts Module Full account map — accounts, advisors, liabilities, beneficiary flags [ ] F-02 The Digital Financial Assets Module Per-category holdings — platforms, wallets, seed-phrase locations by reference [ ] F-03 The Tax Planning and Documentation Module Archive location and access, preparer contacts, retention schedule [ ] F-04 The Budget Module Budget method, recurring obligations with autopay, goals, professionals [ ] F-05 The Other Assets Module Per-category assets with document locations and the appraisals log [ ] F-06 The Insurance Module Per-policy detail — limits, premiums, beneficiaries with review dates ## Step 4 — Estate [ ] E-01 The Disaster Preparedness Module Critical-documents inventory, preparedness checklist, and supply rotation [ ] E-02 The Communications Module Communication plan by scenario, contacts, and the continuity list with when-to-contact [ ] E-03 The Heir Education Module Family Guide distribution log, introductions, meeting record, legacy documents [ ] E-04 The Elder Care Module Legal authority documents, LTC insurance, providers, care preferences, caregivers [ ] E-05 The Funeral Wishes Module Disposition preferences, pre-paid arrangements, service preferences, obituary guidance [ ] E-06 The Philanthropy Module Giving vehicles, charitable bequests with EINs, designations, records location [ ] E-07 The Friends and Family Module Sensitive context only — informal arrangements, intentional exclusions [ ] E-08 The Entities Module Entity inventory and per-entity detail, tax records, IP inventory [ ] E-09 The Estate Plan Module Core documents, professionals, named roles, beneficiary coordination, trusts, bequests Vault -> Secure Guide -> Family Guide = Secrets -> Understanding -> Sharing