The FIRM Guide

The Digital Financial Assets Module

The family's cryptocurrency, NFTs, revenue-generating digital properties, domain names, and income-producing intellectual property — what exists, where access lives, and how heirs avoid permanent loss.

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. Access details, seed phrases, and wallet information must be protected with the same rigor as financial account credentials.

Bitcoin / Ethereum / Other.
Roughly how much is held.
Exchange / Software Wallet / Hardware Wallet.
The exchange or platform, if applicable.
The public account or wallet address.
Where the login lives, by reference (password manager entry).
Where the seed phrase is stored, by reference. The phrase itself is high-friction — never record it here.
Where the physical device lives.
Anything a future maintainer should know.

Repeat for each cryptocurrency or wallet.

What the asset is.
Where it is held or traded.
The wallet holding it.
Rough market value.
How a trusted person reaches it, by reference.
Anything a future maintainer should know.
What the property is.
Video channel / Website / Newsletter / Storefront / Other.
Rough monthly income.
Where the login lives, by reference.
Ad revenue / Subscriptions / Sales / Licensing.
How the property keeps running if you cannot manage it.
Anything a future maintainer should know.

Repeat for each property.

The domain.
The registrar holding the domain.
When it expires.
Yes / No.
Where the login lives, by reference.
Rough market value, if any.
What the domain points to.
Anything a future maintainer should know.
What the work is.
Royalties / Licensing / Sales.
Who distributes or pays.
The relevant account or contract identifier.
Where the login lives, by reference.
Anything a future maintainer should know.

For IP with significant latent value but no active income stream — unpublished works, unreleased recordings, proprietary software — see the Entities Module.

Family Guide Starter Template

This template belongs in The Family Guide. It confirms what exists and where to look — without exposing wallet addresses, seed phrases, or credentials.

This section confirms that our family holds digital financial assets. Details, credentials, and access instructions are documented in The Secure Guide, stored in The Vault.

Assets We Hold
Asset CategoryExists?Notes
Who to Contact — before taking any action; some assets require careful handling to avoid tax consequences or permanent loss
NameRolePhoneEmail

Important notes for heirs: Cryptocurrency and digital wallet assets cannot be recovered without the correct access credentials and seed phrase. Do not attempt to transfer, sell, or convert these assets without first locating the full access instructions in The Secure Guide. For the formal role and legal authority of the digital executor, see the Estate Plan Module.

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