Personal Financial Organiser and Digital Asset Roadmap
SuccessionKeeper is a secure personal finance organisation platform and encrypted vault, designed for those who value order today and security for tomorrow. We provide a central hub to bring your financial world together - transforming scattered accounts and assets into a clear, intuitive roadmap.
Interactive walkthrough
See exactly how it works
Start by clicking nominate someone to add the people who should be told if something happens to you.
How We Help Organise Your Financial Life
2 minutes
Create your account
Sign up with your email and a strong password. We use multi-factor authentication by default. No bank details, no payment information collected during the trial.
Why this matters
Your email is the only direct line we have to you. Use one your nominees can identify, not a work address you may lose.
Roughly 15–20 minutes the first time
Add your accounts and assets
Record where things are held: bank accounts, pensions, ISAs, properties, insurance policies, business interests, crypto wallets, premium bonds, anything you want your family to know about.
- Optional detailsAccount numbers and current values are optional. The point is location, not balance.
- No login credentialsWe don't ask for passwords, PINs or seed phrases. Ever.
- Notes and instructionsAdd the "why" and the "what to do with this" alongside each entry.
- DocumentsAttach scanned paperwork or supporting documents into the encrypted vault.
Pro tip
You don't have to finish in one session. Most users add their main accounts first, then add the longer tail (old pensions, dormant savings) over a few weeks.
5 minutes
Nominate the people who should know
Add the people you want notified: family members, executors, trustees, business partners, your solicitor. There's no limit.
- Primary nomineeOne person who'll be contacted first if you stop responding to check-ins. Choose someone reachable and reliable.
- Verify their contact detailsOptional but strongly recommended. Avoids mis-routes if something happens.
- Different rolesNominees don't all need to be family. Mix executors, professionals and personal contacts as you wish.
- No system accessNominees never get a login. They only ever receive a structured summary, and only after verification.
Ongoing, but lightweight
Set your check-in rhythm
You decide how often we ask you to log in and confirm your records are current. You also decide how many missed prompts trigger contact with your primary nominee.
- Check-in frequencyWe recommend every 3 months. You can choose anything from monthly to yearly.
- Ignore thresholdSet how many prompts you can miss before we contact your nominee. We recommend 2.
- Final warning emailYour last reminder before nominee contact is clearly labelled. No surprises.
- Easy to updateChange your settings, frequency, or nominees at any time.
The wellbeing protocol
What happens if you ever stop responding.
The most important thing we will ever do for you is not release information when we shouldn't. The five-week protocol is designed to avoid premature disclosure while ensuring your nominees aren't kept waiting if something has genuinely happened.
Week 0
Final warning
After your chosen number of missed check-ins, you receive a clearly labelled final warning email.
Week 1
Primary nominee contacted
We email your primary nominee asking them to nudge you to log in. Nothing else.
Weeks 2–4
Weekly nudges
Continued weekly contact with your primary nominee. You can resolve everything by simply logging in.
Week 5
Final week
Last week of nominee outreach. If you log in at any point, the process stops immediately.
After
Structured release
If unresolved, all nominees receive a structured summary of where your assets are held, never login access.
What gets released, and what doesn't
A summary, never an open door.
The release is structured information that helps your family act, not credentials that let anyone bypass institutional verification.
What your nominees receive
A structured summary, a map your family can actually use.
- →List of institutions where you held accounts
- →Asset categories (banking, pensions, property, investments, crypto, etc.)
- →Optional account numbers and last known values, if you chose to record them
- →Your contextual notes and instructions
- →Attached documents, if any
- →Contact details for your professional advisers
What they don't receive
We physically can't share what we never had.
- →Login credentials or passwords
- →Bank PINs or transaction authority
- →Crypto private keys or seed phrases
- →Access to move, transfer or close any account
- →Decision-making authority (that remains with your executors and the courts)
Ready to start
Twenty minutes today.
Open the vault. Add the basics. You can always come back and finish.
Process questions
Frequently asked.
Update your vault as often as you like. Add accounts, remove accounts, change nominees, change check-in frequency. Most users update significantly when there's a major life event, a new job, a house move, a marriage, a child, a parent's illness.
We'll attempt contact through the email and phone details you've recorded for them. If they don't respond, the protocol still proceeds. It just means the resolution will rely on the wider nominee group at the end of week 5. This is why we recommend verifying nominee contact details and adding more than one trusted person.
Yes. You can run a "preview release" at any time, which generates the structured summary your nominees would receive. You can review it, adjust your records, and even share a sample with a nominee so they know what to expect, without triggering the protocol.
Edit at any time. Removed nominees lose all standing immediately and won't be contacted in any future protocol. They are not notified that they've been removed unless you want to tell them yourself.
The protocol is triggered by inactivity, not by a death certificate. We don't make medical or legal determinations about your status. We simply note that you have stopped responding, contact your primary nominee, and follow the five-week timeline. This protects you from premature disclosure while still ensuring your records reach your family if something has happened.
Yes, anytime, in standard exportable formats. You can also delete your account and all data permanently. We don't lock you in.
Start today
Your family will thank you. Quietly.
£4 a month. Cancel anytime. Download or delete all your data whenever you want.
Create your vault