Your household estate records, built and kept current for you.
A private bureau from Standard Index Group for organising the records your executor, attorney and family may one day need — built and maintained to the Estate Standard 2026.
When your family needs the file, it should already exist.
How it works
One guided build turns scattered household records into a usable continuity file. You work directly with the person building the standard.
Intake
We capture your situation and send a clear list of the records we'll need. A short triage call.
Build Session
A guided 60–90-minute session where your first record set is built with you, live.
Readiness Letter
You receive your dossier and a plain letter: what exists, what's missing, what's next.
Kept current
Optional Stewardship keeps it live — reviewed and refreshed, year after year.
What it costs
Tell us where things stand — answer online, or take the call. We scope the work and tell you exactly what a Build would involve — and what it would cost.
- Answer online, or take a 20-minute call — same intake, either way
- We map what your household needs
- A clear, specific records request list
- A plain quote for your Build — no obligation
Your first record set built for you, in one guided build.
- Everything from your free intake
- A guided Build Session (60–90 minutes)
- Your first record set built for you — Operating Brief, Authority Register, Designated Places, Records Roadmap
- A Readiness Letter — what exists, what's missing, what's next
- One follow-up review
Your records kept current, reviewed, and routed — year on year.
- Your records kept current
- Annual review and a refreshed Readiness Letter
- Trusted-person routing kept live
- Priority queue
For complex households — property, business interests, cross-border, dependants.
- Build and Stewardship
- Deeper verification and a document-location audit
- A named escalation contact
- Coordinated hand-offs to your solicitor or adviser
What we do — and what we don't
Signum is a records and readiness bureau. We're clear about the line, because that's what makes us trustworthy.
- ✓Locate, gather and organise your records
- ✓Index and name them to the Estate Standard 2026
- ✓Chase missing structural details — a missing policy number, an unrecorded account
- ✓Draft your will from your instructions (an unreserved service)
- ✓Compile your physical and digital readiness dossier
- ✓Issue a Readiness Letter: what exists, what's missing, what to do next
- ✓Explain, in general terms, how inheritance tax, probate and LPAs work
- ✓Keep it current and schedule reviews
- →Personal recommendations on your pensions, investments or insurance (regulated financial advice)
- →Bespoke inheritance-tax planning, or interpreting trust structures
- →Probate, grant applications, or estate administration (a reserved legal activity)
- →Acting as your executor or representative
Where regulated or reserved work is needed — probate, a personal financial recommendation, complex tax — we coordinate it: a Signum specialist briefs a panel solicitor or adviser. The regulated work is always done by the regulated party.
A free assistant that explains how it all works, drafts your will from your answers, and helps organise what you have — then routes anything regulated to a real adviser.
- ✓Explains inheritance tax, probate, LPAs and the rest in plain terms
- ✓Drafts a will from your instructions (unreserved)
- ✓Helps organise and name your records to ES-2026
- ✓Flags what's missing and what to ask a professional about
It never makes a personal financial recommendation or does reserved legal work — it routes those to an authorised professional.
Start with a 20-minute intake.
Free — a 20-minute call. We'll scope the work and tell you exactly what a Build would involve, and what it would cost. No obligation.
Book a 20-minute intake