# The Estate Plan 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. Review at every estate plan update and every annual FIRM review.

### Core Legal Documents
| Document | Date Executed | Attorney / Preparer | Storage Location | Copy With | Last Reviewed |
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### Estate Professionals
| Name | Role | Firm | Phone | Email | Last Contact |
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### Named Roles — Estate Plan
| Role | Name | Contact | Document Where Named |
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### Beneficiary Designations — Coordination Review
| Account / Policy | Institution | Current Beneficiary | Contingent Beneficiary | Last Reviewed | Aligned with Trust / Will |
| --- | --- | --- | --- | --- | --- |
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> Beneficiary designations on retirement accounts, life insurance policies, and annuities supersede the will. Review designations at every estate plan update and at every annual FIRM review.

### Trust Inventory — Estate Instruments
| Trust Name | Type | Purpose | Key Assets | Trustee | Successor Trustee | Document Location |
| --- | --- | --- | --- | --- | --- | --- |
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> For trusts as operating structures and entity documentation, see the Entities Module.

> Special-purpose trusts — including a special-needs trust for a dependent, or a pet trust providing for the care of an animal (flagged in the Pet Information and Care Module) — are documented here as estate instruments and drafted with your attorney.

### Charitable Bequests
| Organization | Legal Name | EIN | Bequest Type | Amount / Percentage | Document Where Specified |
| --- | --- | --- | --- | --- | --- |
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> Confirm legal name and EIN for every named charitable organization. See the Philanthropy Module.

### Tax Records Integration




## Family Guide Starter Template

> This template belongs in The Family Guide. It summarizes the plan, names the attorney, and gives the order of first calls.

### Our Estate Plan — Summary
| Document | Purpose | Who Is Named |
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### Our Estate Attorney



### First Calls



### Beneficiary Designations



### A Note to Our Family