The FIRM Guide

The Pet Information and Care Module

The records that keep a pet covered and cared for — insurance, vet portal access, microchip registration, and legal arrangements — plus a daily-care Family Guide.

Download template Nothing 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. Record the date of the last review at the top. Portal and registry credentials live in The Vault, not in this entry.

Date of the most recent review.
Pet Insurance
Pet NameCarrierPolicy #Member ServicesRenewal Date

Insurance portal credentials are stored in The Vault.

Veterinary Portal Access (credentials location: The Vault)
Vet PracticePortal / AppCredentials Location
Microchip Registration (account / login location: The Vault)
Pet NameMicrochip #RegistryAccount / Login Location
Legal arrangements — Yes / No.
Where the document is stored.
Who to reach.

See the Estate Plan Module for formal legal context.

Family Guide Starter Template

For family members or a caregiver. This template contains no sensitive credentials. Repeat the profile for each additional pet.

Pet profile — pet's name.
Species and breed.
Age.
Distinguishing marks.
Yes / No.
Daily care — food, amount, times per day.
Where the food is purchased.
Dosage, frequency, how administered.
What the pet requires.
Anything a caregiver should know.
Veterinarian — practice name and phone.
Vet address.
Name and phone.
Emergency contacts — name and phone.
Name and phone.
Name and phone.
Insurance carrier and member services.
See the Secure Guide.