One entry per family member — legal names, government IDs, controlling email accounts, recovery dependencies, and where original documents live.
Download templateNothing 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. Create one entry per family member. Update at the annual review or whenever documents or primary accounts change.
Full legal name, including previous legal names.
Identities; family-guide; At-Home
Document numbers and expiration dates (driver's license, passport, SSN or equivalent, citizenship documents). Numbers belong here in the Vault — never in the Family Guide.
The account that controls the most services. Credentials are high-friction — store in your password manager, not here.
What still exists, what it controls, what is flagged "abandoned — inaccessible."
Which account resets which — the chain, mapped.
Where the originals live (safe, file, safe-deposit box).
What needs attention, flagged honestly.
Annual.
Family Guide Starter Template
This template contains no sensitive information. It can be stored with household documents.
One sentence (e.g., "Identity documents and email accounts for all family members are cataloged in The Secure Guide").
Pointers only — the catalog is in the Secure Guide, in the password manager; physical documents are in the fireproof safe.
Steward + cadence (e.g., maintained by one parent; reviewed every January; spouse has full access).
First steps — for a document in the safe, ask the keeper; for account access in an emergency, see the password-manager note in this Guide. Do not guess passwords.