The FIRM Guide

The Communications Module

The family's emergency communication plan and the ordered list of people to reach when crisis or loss strikes — rally points, the out-of-area hub, immediate contacts, medical-emergency details, the continuity contact list, and evacuation routes.

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

Text file — the flexible one. Use it as-is, 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

This template belongs in The Secure Guide, stored within The Vault. Review at every annual FIRM review and whenever contacts change.

Emergency Communication Plan
ScenarioPrimary Contact MethodBackup MethodRally Point

Name, relationship, phone, and role. If local communication is unavailable, all family members contact this person first to confirm status and relay information.

Emergency Contacts — Immediate
NameRelationshipPhoneNotes
Medical Emergency Information
Family MemberKnown AllergiesCurrent MedicationsBlood TypePrimary Physician

For complete medical records, see the Health and Medical Module in The Secure Guide.

Continuity Contact List — Professionals and Trusted Individuals
NameRolePhoneEmailWhen to Contact

Primary route from home, alternate route, primary and alternate meeting locations, and out-of-area destination for an extended evacuation.

Family Guide Starter Template

This template belongs in The Family Guide. It gives a trusted person the first contacts and meeting points in an emergency, and the ordered roles to call if something happens to the planner.

The out-of-area contact (name, phone) to reach first if other family members can't be reached, plus the local and extended-evacuation meeting locations.

Emergency Contacts
NameRolePhone
Medical Information Summary
Family MemberCritical Allergies or ConditionsEmergency Notes

Complete medical records and insurance information are in The Secure Guide.

If Something Happens to the Primary Planner — Contact in This Order
NameRolePhoneNotes

Do not make major financial decisions in the first thirty days without speaking with the attorney and financial advisor.