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
01
2 minutes
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.
02
Roughly 15–20 minutes the first time
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 details
Account numbers and current values are optional. The point is location, not balance.
No login credentials
We don't ask for passwords, PINs or seed phrases. Ever.
Notes and instructions
Add the "why" and the "what to do with this" alongside each entry.
Documents
Attach 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.
03
5 minutes
Add the people you want notified: family members, executors, trustees, business partners, your solicitor. There's no limit.
Primary nominee
One person who'll be contacted first if you stop responding to check-ins. Choose someone reachable and reliable.
Verify their contact details
Optional but strongly recommended. Avoids mis-routes if something happens.
Different roles
Nominees don't all need to be family. Mix executors, professionals and personal contacts as you wish.
No system access
Nominees never get a login. They only ever receive a structured summary, and only after verification.
04
Ongoing, but lightweight
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 frequency
We recommend every 3 months. You can choose anything from monthly to yearly.
Ignore threshold
Set how many prompts you can miss before we contact your nominee. We recommend 2.
Final warning email
Your last reminder before nominee contact is clearly labelled. No surprises.
Easy to update
Change your settings, frequency, or nominees at any time.
The wellbeing protocol
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
The release is structured information that helps your family act, not credentials that let anyone bypass institutional verification.
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
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)
A note on data retention. After your data is released to nominees, it is retained for a regulatory grace period before being permanently deleted. This protects you in the rare case of a system error or disputed claim.
Ready to start
Open the vault. Add the basics. You can always come back and finish.
Process questions
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
£4 a month. Cancel anytime. Download or delete all your data whenever you want.
Create your vault