Putting your affairs in order
This is the sequence most people never get round to. Each step takes an afternoon. Together they make the difference between an estate that's manageable and one that isn't.
The Records Roadmap inventories the 30+ records every UK household has somewhere — wills, LPAs, deeds, pensions, insurance schedules, business filings, digital access — and shows the canonical location for each. The reference document the rest of the library points back to.
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.
What your trusted person needs to know, where everything is, and what they should do first — not a legal document, but the map to all of them.
Pensions don't pass under a will. This brief explains nomination forms, expression of wishes, and the IHT implications of the 2027 rule changes.
Valoren builds the complete household record set — all instruments, all linked, all current — and maintains it year on year. The guides here are the foundation; the Household Continuity Dossier is the finished work.
See what Valoren builds for youA structured audit of your estate documentation — what's in place, what's missing, and the order in which to address the gaps.