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● Continuity principles

Four principles. One discipline.

A set of continuity principles we are developing — not a published or certified standard

Most estate planning measures legal validity. None of it measures operational executability. These four standards measure the second — the question that matters at the moment of need.

I · Continuity principles

Six operational domains.

A set of principles we are developing — not a published or certified standard

These continuity principles cover material permanence, information security, operational readiness, multi-jurisdiction awareness, document formatting, and century-scale thinking. They are a working set of practices we are developing — not a published or certified standard.

Material
I
Permanence
ISO 9706 paper; archival ink; controlled storage; decennial verification.
Information
II
Security
Zero-knowledge architecture on sensitive fields; redaction-first workflows; minimisation by default.
Operations
III
Readiness
72-hour drill methodology; annual review cadence; designed-out circular dependencies.
Jurisdiction
IV
Multi-border
GDPR · CCPA · FADP mapping; apostille preparation; liquidity bridges.
Document
V
Formatting
Typography, grid, paper, ink, binding specifications for durable records.
Horizon
VI
Century-scale
Optimise for 2126, not 2026. Constitutional constraints against revision.

These principles are implemented by Valoren — your records are completed and reviewed against them. See how it works Pricing

II · Operational testing

The 72-Hour Continuity Drill.

Can your executor act, today, without you?

A practical stress test in which an executor — or equivalent operator — attempts to retrieve critical instruments, access designated places, and identify time-sensitive obligations, without the principal's assistance, within the first three days.

On first run, breakdowns are common. Two patterns account for most: circular dependencies and credential drift.
Task 01
I
Retrieve current instruments
Will + LPAs + custody letters. Most failures are multiplicity (superseded copies), not absence.
Task 02
II
Access every Designated Place
A combination stored inside the safe is not access. A key in a place that requires the key is not access.
Task 03
III
Identify time-sensitive obligations
Dependent care, renewals, business approvals, insurance lapses — the first 72 hours stack quickly.
Task 04
IV
Reach the credential layer
Password manager · device PINs · second-factor devices · recovery routes. The estate that hangs on a phone PIN fails here.
Run the lightweight version
Continuity Footprint Auditor
Eight categories. Forty items. The household-scale form of the 72-hour readiness check — runs in your browser; no card, no PII.
Plan your trusted persons
An institutional pause

Storage holds.
Designated Places route.

III · Custody topology

The Designated Place Framework.

Storage locations are routing points in a custody topology

Storage locations are not containers. They are routing points in a custody topology. A safe whose combination exists only in the principal's memory is not a Designated Place — it is an access barrier. A safe whose combination is documented in a sealed envelope held by the appointed operator becomes a routing point: the operator knows how to reach it independently.

Property 01
I
Independent access
The operator reaches the place without the principal's assistance. Sealed envelopes work. Mental notes do not.
Property 02
II
Non-circular routing
The access method for Place A cannot be stored inside Place A. Two independent paths minimum; three is more resilient.
Property 03
III
Documented paths
Not 'the safe', but: 'The fireproof safe in the basement storage room; combination held by operator in sealed envelope.'
Plan the people who hold the routes
Trusted Persons Planner
Four institutional roles. Immediate vs contingent access flags. Outputs a printable Delegation Map.
Open the planner
IV · The physical layer

Material Permanence.

What survives a century is determined by chemistry — not aspiration

Most documentation printed today will be unreadable in fifty years — not because the information becomes obsolete, but because the physical medium degrades. Paper yellows and brittles, ink fades, adhesives fail. The question for estate documentation intended to last decades is which physical materials will actually survive the intended lifespan.

Material 01
I
Paper
ISO 9706: lignin-free, pH 7.5–10, ≥2% alkaline reserve. Keeps its properties several times longer than ordinary stock under controlled storage.
Material 02
II
Ink
Carbon-based laser toner or archival pigment ink. Consumer dye ink is markedly less stable and is non-viable.
Material 03
III
Storage
18–21°C, 35–45% RH, controlled light. Steel D-ring or acid-free rigid board. Plastic-sleeve binders off-gas acidic compounds and are excluded.
V · The privacy layer

The Redaction-First Protocol.

Trust is not a privacy control · minimisation is

Delegation requires disclosure. If you need administrative help with documentation, banking correspondence, or regulatory filings, someone else must see your information. The question is: how much must they see? Most people default to full disclosure. Full disclosure is not simple — it is a privacy surface that grows with every shared document and persists longer than most people expect.

Principle 01
I
Minimisation as discipline
Trust is not a privacy control. Trustworthy people still expose data through ordinary operational failure.
Principle 02
II
Preserve pointers, redact targets
Share that the account exists and what role it plays. Do not share the number, balance, or transaction history.
Principle 03
III
Flatten before sending
Effective redaction removes metadata, edit history, embedded threads. Print-to-PDF or fresh-document composition.
● Where to go from here

Run the lightweight versions
of the tools.

The lightweight implementations of these principles run in your browser — no card, no PII.

Plate R · Related

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