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Designated Places Register

Where each thing actually lives — the original, the copy, the digital scan.

What this brief is

The companion register to the Records Roadmap — for each record, three locations: the original (safe, solicitor, cabinet), the working copy (Vault scan), and the recovery reference (where the Emergency Kit confirms it exists). Designed so no record is ever lost because only one person knew where it was.

How this brief is read

01
Preview it

Read the sample on this page, using the Pemberton-Walsh household throughout.

02
Fill in yours

Open a free account and the brief becomes editable with your own data — your records, your trusted persons, your professional advisers.

03
Keep it current

Household Continuity Dossier membership (£195 first year, then £99/year) holds the record on the register, prompts the annual review, and issues the Governance Letter when a circumstance changes.

From the brief

A valid will is not an executable will. A registered LPA is not a usable LPA. A signed letter of wishes is not a findable letter of wishes. The single most common reason families cannot execute the legal plan they paid for is routing failure — the document exists, but no one knows where it lives, who holds it, or what they need to access it.

This register fixes that. It is the complete map of every important physical place, digital location, professional holding, and access route for the household. It does not contain the documents themselves. It contains the route to them.

The 72-hour test. If you were not here, could a competent adult find every document this household relies on, in the right order, within 72 hours, without having to guess? If the answer is no, the Letter Pack and the will are valid but not executable. This register makes them executable.

Physical places — inside the house

The Family Records folder: the single place the household's core documents live — both wills, the registered LPAs, life insurance schedules, marriage certificate, birth certificates, NHS records summary, and the Designated Places Register itself. Record the exact location, who can access it, and the date it was last verified.

Physical places — held by professionals

Original signed instruments held by the solicitor: the wills, the sealed letter of wishes, certified copies of the LPAs, and the sealed Emergency Kit envelope. Record the firm name, the contact partner, the matter reference, and under what instructions each document is released.

The full brief continues — personalised with your household's details.

From reading to ready

This guide is free, and it stays free. The Household Continuity Dossier renders your household's own version — your people, your accounts, your wishes — into a maintained record your executor or trusted person will actually reach for, kept current every year.

See The Household Continuity Dossier

Most people never need more than a guide like this one. If the situation behind it has stopped being simple — a trust, inheritance tax, foreign assets, a business, a dispute in view — Signum, Valoren’s own specialist desk, can take it on, and we say so plainly: it starts with a free intake, and if you do not need us, we will tell you. Prefer an independent adviser? STEP and the Chartered Institute of Taxation both keep public member directories — neither pays Valoren a referral fee.

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