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Continuity footprint audit · free

What would a trusted person need to operate your household?

Work through the six categories below. For each item: does it exist, is it recorded somewhere, and does your trusted person know where to look?

Tick as you go.

Have
Recorded
TP knows
£
Banking & savings
0/15
Item
Have
Recorded
TP knows
Current and savings accounts
Bank names, sort codes, account numbers recorded
Online banking access or ability to manage
Premium Bonds or NS&I products
ISAs (Cash or Stocks & Shares)
Pensions & retirement
0/15
Item
Have
Recorded
TP knows
Workplace pension (current employer)
Pensions from previous employers
State Pension — NI record and forecast
Pension provider names and policy numbers recorded
Expression of wishes / nominated beneficiary lodged
Life insurance & protection
0/15
Item
Have
Recorded
TP knows
Life insurance policy (term or whole of life)
Life policy written in trust (avoids IHT / probate)
Critical illness or income protection cover
Policy numbers and insurer contact details recorded
Beneficiary nominations up to date
Property & home
0/15
Item
Have
Recorded
TP knows
Title register / deeds (Land Registry or solicitor)
Mortgage — lender, account number, monthly payment
Rental tenancy agreement (if renting)
Buildings and contents insurance
Physical keys — who holds a set
Digital accounts & assets
0/18
Item
Have
Recorded
TP knows
Primary email account(s)
Social media accounts (Facebook, Instagram, X, LinkedIn)
Cloud storage (Google Drive, iCloud, OneDrive, Dropbox)
Recurring subscriptions (Netflix, Spotify, Amazon Prime)
Cryptocurrency or digital asset wallets
Password manager or credential record
Advisors & identity documents
0/18
Item
Have
Recorded
TP knows
Solicitor — name, firm, contact details
Accountant / tax adviser
Independent financial adviser (IFA)
Passport (and renewal date)
Driving licence
National Insurance number recorded
Continuity footprint
0of 96
continuity checks recorded
By category
Banking & savings0%
Pensions & retirement0%
Life insurance & protection0%
Property & home0%
Digital accounts & assets0%
Advisors & identity documents0%
Priority gaps
Banking & savings (0% complete)
Pensions & retirement (0% complete)
Life insurance & protection (0% complete)
Get the PDF report

Your footprint audit as a PDF — with the gap map and your next three steps.

Why this matters

Your continuity footprint is what you leave behind to operate.

01
Have it

The first column checks whether the thing exists.

A pension you have no record of is a pension the estate may never claim.

02
Recorded

Having something and recording where it is are different things.

A will that nobody can find after death is, practically, no will at all.

03
Trusted person knows

Even a complete, recorded estate can fail if the person who needs to act does not know where to look. This column tests that link.

Library

Free guides behind the Continuity Footprint Audit

These free briefs cover the records categories the audit checks — household, digital, capacity, and continuity planning.

All guides are available free from the Valoren library — no account required.

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