From a first call to a household
that's actually ready.
One guided build turns scattered household records into a continuity file your executor, attorney and family could pick up and use. Here's exactly how that happens — step by step, with you the whole way.
You don't fill in forms alone and hope. You sit with someone, once, and it gets done properly.
The journey, in full
Five steps, from Day 0 to a household that's ready. The pace is yours — the first three move quickly once your records are to hand.
Intake
Answered within 2 business daysWe listen, then send you a clear list.
A short, unhurried triage call. We capture your situation — who's involved, what kind of household this is, what you already keep — and send back a specific, plain list of the records we'll need. Nothing vague, nothing generic.
- A 20-minute intake call to understand your situation
- A specific records request — named documents, not a checklist
- We tell you exactly what a Build would involve before you commit
Build Session
60–90 minutes, guided, liveWe build your first record set with you — in one sitting.
This is the heart of it. A guided 60–90-minute session where your record set is built live, with you on the call. You don't fill in forms alone and hope it's right — your Engagement Lead works through it with you, asks the questions an executor will one day ask, and writes it down properly the first time.
- Worked through live — you talk, we structure and write
- We surface what's missing while it's easy to fix
- Named, indexed and organised to the Estate Standard 2026 (ES-2026)
Your first record set
Built within ~3 weeks of records receivedFour records your family could actually use.
Out of the Build Session comes a usable continuity file — not a folder of forms, but four working records that fit together. This is the spine of an estate that's ready.
How the household actually runs — the things only you currently know, written down so they don't leave with you.
Who has the standing to act, and where their authority is recorded — executors, attorneys, the people who'll need to step in.
Where everything lives — the originals, the keys, the accounts, the digital logins — so nothing has to be hunted for.
What exists, what's outstanding, and the order to deal with it — the map your family follows when the time comes.
Readiness Letter
Delivered with your dossierA plain letter: what exists, what's missing, what's next.
You receive your dossier and a Readiness Letter written in ordinary English — a clear picture of where your household stands, what still needs attention, and the specific next steps. If anything needs a regulated professional, it says so, and we coordinate it.
- What exists, what's missing, what to do next — in plain terms
- Specific next steps, prioritised, nothing left as 'sort this out'
- Anything regulated is flagged and routed, never guessed at
Kept current
OptionalAnnual, with same-week queueOptional Stewardship keeps it true, year after year.
A record set is only useful if it's still accurate. Stewardship keeps it live — an annual review, a refreshed Readiness Letter, and your trusted-person routing kept current — so the file your family reaches for is never out of date.
- Annual review and a refreshed Readiness Letter
- Trusted-person routing kept live
- A same-week priority queue when something changes
You work directly with the person building the standard.
Signum is small and founder-led on purpose. There's no call centre, no handing your file between strangers. The person on your Intake call is the person who runs your Build Session, writes your Readiness Letter, and — if you keep it current — reviews it every year.
That's not a luxury add-on. It's the only honest way to build something this personal: one named person who knows your household, sets the standard, and stays accountable for it.
Where the work stops — and who it hands to
Signum is a records and readiness bureau. We organise, index and draft — we never give regulated advice. 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.
What the journey costs
It starts with a Free Intake, online, or a 20-minute call · no obligation. The full Build — the session, your record set, and the Readiness Letter — is £850, one-time.
Keeping it current with Stewardship is £395 per year, after a Build, and is entirely optional.
See full pricing and tiers→It begins with a free intake.
Answer everything online and your scope and written quote arrive by email — or book the free 20-minute call. Either way we tell you exactly what your Build would involve. No obligation.
Start your intake — free