# The Friends and Family 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. Update as relationships and arrangements change. ### Important Relationships — Context for Executor and Heirs | 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. ### Informal Arrangements | 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. ### Intentional Exclusions — Context for Executor | Name | Relationship | Context | | --- | --- | --- | | | | | > This field is for executor context only — the legal treatment of exclusions belongs in the estate documents. ### Notification Priority List | 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. ### People to Notify | Name | Relationship | Phone / Email | Notes | | --- | --- | --- | --- | | | | | | | | | | | ### About Our Extended Family ### A Note on Relationships