The Financial Accounts Module
The full record of the family's banking, investment, and retirement accounts, the professionals who manage them, and a macro-level summary of what the family owes.
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. It contains account identifiers and access details that should not be shared broadly.
Repeat for each account.
Repeat for each account.
Repeat for each advisor.
Record what you owe at a macro level. For payment schedules and monthly cash flow, see the Budget Module. Repeat for each significant liability.
Family Guide Starter Template
This template belongs in The Family Guide. It provides orientation — what exists and who to contact — without exposing account numbers or credentials.
Account numbers and login credentials are not included here — those are documented in The Secure Guide.
| Institution | Account Type | Account Holder(s) | Notes |
|---|---|---|---|
| Institution | Account Type | Account Holder(s) | Notes |
|---|---|---|---|
| Name | Role | Phone | |
|---|---|---|---|
| Creditor | Debt Type | Secured By | Notes |
|---|---|---|---|
Account numbers, login credentials, and detailed financial documentation are stored in The Secure Guide, located in The Vault. For cryptocurrency and digital assets, see the Digital Financial Assets Module. For real estate, precious metals, and other physical or private assets, see the Other Assets Module. For monthly payment schedules and household cash flow, see the Budget Module.