Six operational domains.
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.
These principles are implemented by Valoren — your records are completed and reviewed against them. See how it works Pricing
The 72-Hour Continuity Drill.
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.
The Designated Place Framework.
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.
Material Permanence.
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.
The Redaction-First Protocol.
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.