# The Heir Education 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 the Family Guide is distributed and as heirs are introduced to professionals.

### Family Guide Distribution
| Recipient | Relationship / Role | Copy Format | Location Shared | Last Updated |
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### Key Professionals — Heir Introduction Status
| Professional | Role | Has Met Heirs | Heirs Have Contact Info | Notes |
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### Family Meeting Record
| Date | Participants | Topics Covered | Follow-Up Items |
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### Legacy Documents
| Document | Recipient | Location | Date Written | Last Reviewed |
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## Family Guide Starter Template

> This template belongs in The Family Guide. It orients heirs to the estate plan and the people who can help.

### A Note to Our Family



### Our Estate Plan — Summary



### Roles and Responsibilities
| Role | Name | Contact | Notes |
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### Where to Find More



> Do not make major financial or legal decisions in the first thirty days without speaking with the attorney and financial advisor.