# The Entities Module

The FIRM Guide (thefirmguide.com) — companion to The Recoverable Family.
Fill this in privately (any text editor or by hand), then store it in your Vault.


## Secure Guide Starter Template

> This template belongs in The Secure Guide, stored within The Vault. Maintain one detail block per entity; update at formation, dissolution, or role changes.

### Entity Inventory
| Entity Name | Type | Purpose | Key Assets Held | State of Formation | EIN | Formation Date | Operating / Trust Agreement Location |
| --- | --- | --- | --- | --- | --- | --- | --- |
|   |   |   |   |   |   |   |   |
|   |   |   |   |   |   |   |   |
|   |   |   |   |   |   |   |   |
|   |   |   |   |   |   |   |   |

### Entity Detail — Per Entity



> Duplicate the Entity Detail block for each entity.

### Business and Entity Tax Records
| Entity | Tax Return Type | Years Retained | Storage Location | CPA Contact |
| --- | --- | --- | --- | --- |
|   |   |   |   |   |

> For general tax record retention guidance, see the Tax Planning and Documentation Module.

### Intellectual Property Inventory
| Item | Type | Status | Income-Generating | Registration / Protection | Notes |
| --- | --- | --- | --- | --- | --- |
|   |   |   |   |   |   |
|   |   |   |   |   |   |
|   |   |   |   |   |   |
|   |   |   |   |   |   |
|   |   |   |   |   |   |

> For digital assets and domain names with financial value, see the Digital Financial Assets Module.


## Family Guide Starter Template

> This template belongs in The Family Guide. It gives heirs an overview of the entities and the contacts who manage them.

### Legal Entities — Overview
| Entity Name | Type | Purpose | Primary Contact |
| --- | --- | --- | --- |
|   |   |   |   |
|   |   |   |   |

### Key Contacts for Entity Matters
| Name | Role | Entity | Phone | Email |
| --- | --- | --- | --- | --- |
|   |   |   |   |   |
|   |   |   |   |   |
|   |   |   |   |   |

> Each entity has its own operating agreement or trust document, tax identification number, and filing requirements. Do not assume that assets held by these entities transfer through the will — each has its own succession provisions. Contact the attorney before taking any action with respect to these entities. Full entity documentation is in The Secure Guide.