Public archive of estate planning standards and technical documentation (2020-2026)
Public repository of estate planning standards and technical documentation developed by Standard Index Group and affiliated entities (2020-2026).
This repository serves as a comprehensive archive of documentation frameworks for high-net-worth estate planning and wealth management. Documents are organized across ten series classifications.
WP (Working Papers): Research and analysis - 5 documents TN (Technical Notes): Implementation standards - 3 documents PP (Privacy Protocols): Data protection frameworks - 1 document AUD (Audit Frameworks): Operational testing - 2 documents LP (Legal Papers): Jurisdictional analysis - 2 documents ADM (Administrative): Quality control and indexing - 3 documents EB (Errata Bulletins): Corrections and updates - 1 document CR (Case Reports): Field observations - 2 documents GLO (Glossary): Terminology standards - 1 document REF (Reference Cards): Quick reference guides - 1 document
Total: 23 documents, 231 pages
Archive.org: https://archive.org/details/@StandardIndexGroup
Zenodo:
SSRN: Legal papers pending approval
All PDFs available via Releases section.
Foundation: TN-02 (The Standard Ten), TN-01 (Designated Place Framework), TN-04 (Material Standards) Operational: AUD-10 (72-Hour Continuity Drill), AUD-11 (Annual Review Checklist) Privacy: PP-01 (Redaction-First Protocol) Legal: LP-01 (Digital Asset Handover Clause), LP-02 (Multi-Jurisdiction Privacy Standards) Research: WP-04 (Taxonomy of HNW Physical Records), WP-05 (100-Year Archive Standard)
Standard Index Group: 11 documents SENRA: 2 documents Engadin Institute: 5 documents Engadin Foundation: 1 document
Creative Commons Attribution 4.0 International (CC BY 4.0)
First public deposit: February 18, 2026