One entry per paid or valued subscription and membership — tied to the family member who controls it, with cost, renewal, cancellation, and transferability noted.
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 subscription or membership that costs money, holds value, or would burden your family if forgotten. Update at the quarterly review.
Name of the subscription or membership.
Subscriptions and Memberships; family-guide; At-Home
Which family member + email controls it (reference the Identities Module entry — don't re-enter the address).
Free / paid / family plan; monthly or annual amount.
When it charges next; whether it charges automatically.
Membership or account number. Login credentials are high-friction — store in your password manager.
Family members with access or profiles.
Yes / No / Research needed — feeds the Digital Legacy Module.
How to cancel, including any in-person or death-certificate requirements.
Promotional-rate expirations, accumulated value, anything a successor should know.
Family Guide Starter Template
This template contains no sensitive information. It can be stored with household documents.
One sentence (e.g., "Every subscription, membership, and loyalty program we pay for or value is cataloged in The Secure Guide, tied to the family member who controls it").
Pointer — the catalog is in the encrypted Vault volume; login credentials are in the password manager.
Steward + cadence (e.g., one parent; quarterly review — the "are we still paying for that?" question goes to them).
Disposition pointer — if a subscription needs canceling and the catalog isn't reachable, recent card statements reconstruct the list; check the Secure Guide first. For after-death handling, see the Digital Legacy Module entry.