SuccessionKeeper

What it does

Most digital vaults are set-and-forget. You fill them in once, life moves on and two years later the record is out of date and your family is no better off. SuccessionKeeper checks in with you. If you stop responding, we contact the primary nominee before anything is released - a living record, not a forgotten document. We also cover cross-border assets, link family accounts and sit alongside your will rather than replacing it. Built by finance professionals who needed this themselves.

Organise your financial world in one secure vault. Build a private roadmap for your primary nominee with wellbeing check-ins. Start your legacy today.

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. 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. Sitting unclaimed in UK bank accounts, pensions, investments, life insurance and Child Trust Funds. Lost or forgotten UK accounts. Roughly one in three adults has money waiting to be…from successionkeeper.com

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