Add your accounts, pensions, policies and documents and see what you hold in one private view. Create your account in about 2 minutes and add the rest at your own pace.
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No provider passwords stored
What you get
One plan with everything in it. No tiers and nothing held back. You put in all the accounts and documents important to you and your family.
Every bank account, pension, investment and policy. Provider and type is enough, and account numbers are optional.
Upload your will, lasting power of attorney, deeds and policy schedules.
Choose who receives your summary, such as family, executors, trustees or advisers, and verify their contact details.
You choose how often we ask you to log in and confirm your records are current, and how many prompts you can miss.
If you stop responding, your nominees receive the same summary, but only after a five-week process, and never a login. You can preview it at any time.
See what you have entered by type, country and currency, and when you last updated it. Link a partner's account for a view-only shared picture.
No card required. Create your account in about 2 minutes.
Start today
You are the person best placed to record what exists, where it is held and what someone else would need to know. Start small and build the record over time.
Start with one account and add the rest when you are ready
Provider and type is enough. Account numbers and balances are optional
Start without involving anyone else. Add accounts, documents and notes at your own pace.
Bring one clear list to your adviser, accountant, financial planner or solicitor instead of gathering statements from several places.
Add a new provider, policy or pension when something changes. Check-ins create a prompt to review.
What you can include
What you can record in SuccessionKeeper:
Current accounts, savings, ISAs, children's saving accounts, workplace and private pensions.
Life cover, death in service, income protection and home insurance.
Your home, rental property, deeds, shares and business interests.
A digital copy of your will, lasting power of attorney, policy schedules and account statements.
Family, executors, trustees and advisers. Everyone you include receives the same summary.
Crypto wallets recorded. Private keys never.
And your own notes on every entry: why it matters, which adviser looks after it and what to do with it.
Pensions need particular care from April 2027. Read our guide →
Check-ins and release
You choose how often SuccessionKeeper checks in with you and how many prompts you can miss before controlled release begins. Nothing is released while you are responding, and logging in at any point stops the process.
Choose your own check-in schedule when you create your account.
Monthly to yearly. Recommended every 3 months.
If you respond or log in, nothing is released.
If the process completes, nominees receive the same summary.
Nominees never receive passwords, PINs, crypto keys or any way to move or close an account.
Clear limits
Being clear about the limits is part of keeping your record safe.
It never holds, manages or moves your money.
A will says who inherits. SuccessionKeeper records where things are held.
It never asks for login credentials or Open Banking access.
It gives no legal, tax or financial advice, and it is not regulated by the Financial Conduct Authority.
Security details are on our security page. You can download your data at any time.
Read about our securityFrequently asked questions
No. Provider and account type is enough. Account numbers and last known values are optional, and you can add them later.
About 2 minutes to create your account and about 5 to 15 minutes the first time you add accounts.
Yes. Add it to the notes on any account or document. If you include your adviser as a nominee, they receive the same summary as everyone else.
Yes. Run a preview release at any time to see the exact summary.
As many as you need. You choose one of them to be your primary.
You can record the wallet and where it is held. Private keys and seed phrases are never stored.
Your will, lasting power of attorney, deeds and policy schedules, encrypted with AES-256.
Questions about cost and closing your account are answered on our Pricing page, and security on our Security page.
Get started
One plan with everything included: £4 a month or £39 a year (saves £9).
Start your free 14-day trial14-day free trial · No card required · Cancel anytime
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SuccessionKeeper provides record-keeping tools and general information. It does not provide financial, tax or legal advice.