A private place for what your family needs to know
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.
Create your vault£4/month or £39/year
Free 2 weeks trial / no card needed.
AES-256 encryption
No bank credentials stored
UK GDPR compliant
Penetration tested
Download or delete anytime
The hidden cost of being unprepared
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.
See how SuccessionKeeper works£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
You record where things are, not how to access them. We hold the map, not the keys.
STEP 01
Banks, pensions, ISAs, property, crypto, insurance, business interests. No login details required. Account values and numbers are optional.
STEP 02
Family, executors, trustees or solicitors. Set a primary nominee, the one person we'll contact if you stop responding. Unlimited nominees.
STEP 03
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.
Walk through the full setup — from adding your first nominee to uploading documents. Interactive, at your own pace.
Try the interactive walkthroughWhy SuccessionKeeper is different
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.
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.
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.
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
★★★★★
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.
J
Jack L.
★★★★★
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.
A
Anthony T.
★★★★★
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.
L
Luke H.
★★★★★
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.
G
George W.
★★★★★
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.
A
Amy K.
★★★★★
I care a lot about privacy, so I was hesitant at first. But once I set it up it felt comfortable to use.
J
John T.
★★★★★
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.
D
Daniel R.
★★★★★
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.
S
Sara S.
A small price for permanent peace of mind
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
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
Twenty minutes now. A lifetime of clarity for the people who matter.
Create your vault, £4/month