SuccessionKeeper

SuccessionKeeper

Keep track of what you have and where it is held.

What is SuccessionKeeper?

SuccessionKeeper is a UK-built private financial inventory that records where your bank accounts, pensions, investments, insurance and documents are held, and releases a structured summary to nominees only if you stop responding.

Core Features

  • Private financial inventory of accounts
  • Nominee controlled-release summary
  • AES-256 encryption, UK hosting, 2FA

Pricing Details

Pricing Type Paid
Pricing Model(s)
Subscription

Ideal For

Entrepreneurs

Detailed Description

Most people know where their financial accounts are. The harder question is whether somebody else would know where to start. SuccessionKeeper is a UK-built private financial inventory for recording where bank accounts, pensions, investments, insurance policies, property records and important documents are held. It does not connect to banks or providers, does not require provider passwords and cannot move money. Users nominate the people who should receive the information, and choose how often SuccessionKeeper checks in. If they stop responding, a controlled-release process begins and a structured summary is released to nominees. Protected with AES-256 encryption, UK hosting and two-factor authentication.

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