SuccessionKeeper

You record your financial accounts and assets in a secure, encrypted vault with details you choose to share. You set a check-in frequency, and if you stop responding, SuccessionKeeper contacts your primary nominee through a careful notification sequence before releasing the information to your family.

SuccessionKeeper uses AES-256 encryption, is hosted on Google Cloud infrastructure in the UK, is GDPR compliant, and offers two-factor authentication via Google or Microsoft Authenticator. It is non-custodial, meaning no bank credentials or account balances are stored.

SuccessionKeeper offers a 14-day free trial with no card required, then costs £4 per month thereafter for full access to your encrypted vault and check-in system.

SuccessionKeeper is ideal for anyone who wants to ensure their family can easily locate and access their financial accounts, pensions, and assets without unnecessary stress or lengthy searches during difficult times.

No, you have complete control over what you include. SuccessionKeeper requires no bank credentials or Open Banking access, and account numbers and balances are entirely optional—you can share as little as a provider name or as much detail as you prefer.