A private place for what your family needs to know

When you're not there to explain it, will your family know where to look?

SuccessionKeeper is a private vault for the accounts, pensions and details your family will need to find - so the people you love aren't left searching.

  • AES-256 encryption
  • No bank credentials stored
  • UK GDPR compliant
  • Penetration tested
  • Download or delete anytime
The hidden cost of being unprepared

When someone dies, no one searches for their accounts. Their family does.

Banks won't trace your next of kin. Pension providers won't either. The work of finding what you held (and proving who is entitled to it) falls to the people closest to you, at the worst possible time.

This isn't only a death problem. A stroke, an accident, a hospital stay or a long illness can put any of us in the same position, years before we expect it.

£89bn

Sitting unclaimed in UK bank accounts, pensions, investments, life insurance and Child Trust Funds.

Source: Gretel, reported by ITV News

28m

Lost or forgotten UK accounts. Roughly one in three adults has money waiting to be claimed.

Source: Gretel

2.8m

Lost UK pension pots, averaging around £23,000 each. Auto-enrolment is making the problem worse.

Source: Gretel

How it works

A small amount of work now. Hours, days and months saved later.

You record where things are, not how to access them. We hold the map, not the keys.

STEP 01

List your accounts and assets

Banks, pensions, ISAs, property, crypto, insurance, business interests. No login details required. Account values and numbers are optional.

STEP 02

Nominate the people who should know

Family, executors, trustees or solicitors. Set a primary nominee, the one person we'll contact if you stop responding. Unlimited nominees.

STEP 03

Check in. Or don't.

You set how often we ask you to log in. If you stop responding, we contact your primary nominee (weekly for five weeks) before any data is released. No premature disclosure.

Take a guided tour

Start by clicking nominate someone to add the people who should be told if something happens to you.

See it in action

Walk through the full setup — from adding your first nominee to uploading documents. Interactive, at your own pace.

Why SuccessionKeeper is different

Built for clarity. Designed not to be invasive.

The piece your will is missing

A will tells the law who inherits. It does not tell your family which bank, which pension provider, which broker, or where the paperwork lives. SuccessionKeeper is the directory that sits alongside your will, so executors and loved ones know where to look.

We never see or touch your money

No bank logins, no Open Banking, no API connections to your accounts. We hold a description of where things are, encrypted, on UK servers. We cannot move money. There is nothing financial for an attacker to take.

We check on you, not on your bank

The wellbeing protocol is what makes this a living record rather than a forgotten document. If check-ins go unanswered, we follow a careful five-week sequence with your primary nominee. Nothing is released until that runs its full course.

Set this up before you need it.

The reason you're reading this page is the reason to do it now. Twenty minutes today saves your family weeks of detective work later.

From people using it

Quiet relief, in their own words.

The first thing that actually made it manageable

I had been trying to keep track of my accounts in excel and it was just taking me too long. This is the first thing that actually made it feel manageable. I like how it is presented and summarized. Also asked for a small change and it got added really quickly which was unexpected.

Jack L.
Verified user

I wish this existed when my father passed

My father died suddenly a few years ago and I had to go through files and folders to try and figure out what he had. It took months and I'm still not sure I found everything. I wish something like this existed back then.

Anthony T.
Verified user

Easier to set up, and it feels secure

It was easier to set up than I expected. I did get stuck at one point but support helped quickly and sorted it. Feels secure which was important for me, especially with the extra verification steps.

Luke H.
Verified user

Everything in one place, without the overcomplication

I'm quite organised with finances but my partner isn't, which made things messy. This helped us put everything in one place without overcomplicating it.

George W.
Verified user

So much easier than spreadsheets

I like how everything is in one place and easy to see. I was using spreadsheets before and this is just much easier to keep up to date.

Amy K.
Verified user

I was hesitant, but it quickly felt comfortable

I care a lot about privacy, so I was hesitant at first. But once I set it up it felt comfortable to use.

John T.
Verified user

More scattered than I thought I was

I didn't really think this was something I needed at first. I don't have that many accounts but once I started putting things together, I realised I had more than I expected across different places. It was more scattered than I thought.

Daniel R.
Verified user

Quicker to set up than I expected

Took me less time to set up than I expected. I thought it would be one of those things I'd start and never finish, but it was actually quite straightforward.

Sara S.
Verified user
A small price for permanent peace of mind

£4 a month. That's it.

Or save with the annual plan: £39 a year, saving £9.

SuccessionKeeper
£4/ month

Or £39/year, saving £9

  • Unlimited accounts and assets
  • Unlimited nominees
  • AES-256 encryption, UK hosting
  • 5-week wellbeing protocol
  • Document vault
  • Cancel, download or delete anytime

No card details required to start a 14-day trial.

Common questions

Honest answers.

It's a private, encrypted vault where you record where your accounts, pensions, properties and other assets are held, along with optional notes, instructions and documents. If you stop responding to check-ins, your nominated trusted contacts receive a structured summary. We don't have access to your accounts. We won't store passwords. We never move money.

No. We don't replace a will, a solicitor or an estate planner. A will tells the law who inherits what. SuccessionKeeper tells the people who matter where things actually are. The two work together.

Nothing dramatic happens quickly. You set the check-in frequency (we recommend every 3 months) and how many missed prompts trigger contact (we recommend 2). After that, your primary nominee is contacted weekly for 5 weeks before any data is released. The system is designed to avoid premature disclosure.

On Google Cloud infrastructure in the United Kingdom. Encrypted in transit (TLS 1.3) and at rest (AES-256). UK GDPR compliant. Read more on our security page.

Anytime, in one click. You can also download all your data or delete everything permanently whenever you want. We don't lock you in.

No. They receive a structured summary (what you held and where it was held) so they know who to contact and what to look for. They don't get login credentials, because we don't store any.

Start today

The most thoughtful thing you'll do this year.

Twenty minutes now. A lifetime of clarity for the people who matter.