The FIRM Guide

The Family Compass Module

The family's story, values, and traditions — a shared layer for the living and a private layer of letters and reflections reserved for later reading.

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

Store this inside your Vault. This entry holds the private layer and the stewardship record — where the Compass lives, who keeps it, and what is reserved for later reading.

Where the Family Compass document itself is maintained (e.g., a document in the Family Guide binder; a shared family document).
Family Compass; family-guide; At-Home
Who maintains it.
Who may read the shared material; who may read the private material, and when.
Annual or semi-annual; tie it to an existing family rhythm.
Private Letters and Heirs-First Material
DocumentRecipientOccasionLocation in VaultDate WrittenLast Reviewed
Private notes — values and intent — stored here because they contain sensitive reflections not for general family circulation.
How a trusted person reaches these notes.

Reference in The Family Guide: "Private letters and sensitive reflections are stored in The Secure Guide within The Vault."

Family Guide Starter Template

This template contains the shared layer — safe for the whole family, meant to be used while you are alive.

A short account of where your family comes from, how it was built, and what shaped it. Written in your own voice. One paragraph to one page is sufficient.

What We Value
ValueHow It Shows Up in Our Lives
Traditions and Practices We Want to Preserve
Tradition or PracticeWhy It MattersNotes for Future Generations
How We Stay Connected.
Calls, visits, check-ins.
When family members move or travel.

Optional: a personal message — to be written in your own voice.

Private letters and sensitive reflections are stored in The Secure Guide.