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SuccessionKeeper

A private place for what your family needs to know

Finance & Fintechestate-planninglegacypersonal-financesecure-vaultfamilyukend-of-life
SuccessionKeeper screenshot

About

SuccessionKeeper is a secure, encrypted vault where individuals record the location of their financial accounts, pensions, and assets — not login credentials — so their family or executors can find everything easily when needed. It includes a wellbeing check-in system that, if unanswered, gradually notifies nominated contacts over a five-week period before releasing a structured summary. It is designed to complement a will by providing the practical directory of where things are held.

Problem

When someone dies or becomes incapacitated, their family has no way of knowing where their bank accounts, pensions, and other assets are held, leading to months of detective work and billions in unclaimed funds.

For

Adults who want to ensure their family can locate financial accounts and assets in the event of death or incapacitation

How it works

Users log where their accounts and assets are held (without storing login credentials), nominate trusted contacts, and set check-in intervals; if check-ins go unanswered, the system contacts the primary nominee weekly for five weeks before releasing an encrypted summary.

Business model

subscription

Status

launched

Company

SuccessionKeeper Ltd

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