The Friends and Family Module
The relational context an executor or heir would otherwise lack — important relationships, informal arrangements, intentional exclusions, and the priority order for notifying people.
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. Update as relationships and arrangements change.
| Name | Relationship | Contact | Context / Notes |
|---|---|---|---|
Use the Notes field to record anything an executor or heir would need to know: shared history, informal arrangements, expectations, estrangements, or simply why this person matters.
| Person | Nature of Arrangement | Amount / Details | Status | Notes |
|---|---|---|---|---|
Document informal financial, property, or personal arrangements outside formal legal agreements — loans made or received, ongoing arrangements about property or belongings, promises that should be honored or that the estate should know about.
| Name | Relationship | Context |
|---|---|---|
This field is for executor context only — the legal treatment of exclusions belongs in the estate documents.
| Name | Relationship | Contact | Notify By | Priority |
|---|---|---|---|---|
Family Guide Starter Template
This template belongs in The Family Guide. It lists who to notify beyond immediate family and offers orientation to the family's relational context.
| Name | Relationship | Phone / Email | Notes |
|---|---|---|---|
Optional brief orientation to family structure, geography, or history that would help an executor or heir understand the relational context.
Optional personal statement about friendships and family relationships the planner wants acknowledged or preserved.