SuccessionKeeper on Smol Hunt

A Map, Not a Forgotten Document

Most people assume that if something happened to them, their family would eventually piece together their financial life. In reality, finding every account, pension and policy can take months of letters, phone calls and dead ends, almost always at the worst possible time to be doing it.

Many people also assume their will covers this. It does not. A will distributes what you leave behind, but it does not list your bank accounts, pensions or investments, and most families only discover this gap after someone has died.

SuccessionKeeper is a secure, private vault for exactly that information, the accounts, pensions and assets your family would otherwise have to discover on their own. It sits alongside your will as the practical directory that tells them where to actually look.

Most people only think about this once it is too late to do anything but scramble. SuccessionKeeper exists so that does not happen, giving a partner, executor or trustee everything they need without weeks of guesswork, cold calls and unanswered letters.

Key Features:

AES-256 encryption
UK and EU GDPR compliance
No bank credentials or sensitive financial data is required; account numbers and values are optional
A wellbeing check-in system. You set how often we check in. If you stop responding, your primary nominee is contacted first to check on you. Only once that step is exhausted do your other nominated contacts receive the information you chose to record
Unlimited accounts, assets and nominees
Download or delete all your data at any time
Penetration tested

Use Cases:

The core problem SuccessionKeeper addresses is structural: banks and pension providers are not generally set up to proactively trace next of kin or notify families when an account holder dies or becomes incapacitated. The burden of discovery and proof of entitlement falls on the family, often without any starting point. This kind of gap is a meaningful contributor to the billions currently sitting unclaimed in UK accounts, pensions and investments, and SuccessionKeeper is designed to help individual families avoid becoming part of that statistic.

A stroke, an accident, a prolonged hospital stay or a long illness can leave someone unable to manage their affairs, often years before anyone expects it. In any of these situations, your nominated contacts know exactly where to look, saving hours, days or months of detective work.

Pricing:

£4 per month, or £39 per year on the annual plan, saving £9 against monthly billing. A 14-day free trial is available with no card required.

Technical Details:

Built and hosted on Google Cloud infrastructure within the United Kingdom, ensuring UK data residency. Data is encrypted in transit using TLS 1.3 and at rest using AES-256.

At Your Own Pace:

Getting started takes minutes, but there is no pressure to finish everything in one sitting. You add what you have time for, when you have time for it, and come back whenever something changes. If you decide you want a will or a financial adviser alongside it, you can bring one in whenever you are ready, SuccessionKeeper works alongside either.

In short:

SuccessionKeeper is a practical answer to a problem most families discover only when it is already a crisis. It will not draft your will and it will not manage your money. What it does is make sure the people you trust most are never starting from nothing. Start your 14-day free trial at successionkeeper.com -- no card required.