Evidence-based Social Security claiming guidance to help you make confident retirement decisions
A secure digital vault to organize your financial accounts, property and documents for your family
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
GB
Pricing model
Free
Paid
Pricing
All calculators and educational resources are completely free with no sign-up required. A 30-day money-back guarantee applies to any digital product purchases.
Monthly membership: £4.00 GBP per month. Annual membership: £39.00 GBP per year. Both plans include unlimited accounts and nominees, document storage, check-ins, and controlled release. 14-day free trial available with no card required.
Key features
Free calculator showing estimated benefits at claiming ages 62 to 70
Lifetime benefit totals and break-even point calculation
Free claiming checklist for retirement decisions
Spousal benefits calculator
Strategy guides for spousal coordination
Survivor benefits planning guide
Earnings test and benefit taxation guidance
Educational articles on Social Security topics
Personalized warnings based on user situation
Secure encrypted wealth inventory
Automated wellbeing check-ins
Primary Nominee legacy hand-over
Non-custodial asset tracking
AES-256 encryption at rest and TLS encryption in transit
Two-Factor Authentication for account security
UK-hosted data on Google Cloud infrastructure
Family Account linking for household transparency
Multi-step inactivity verification process
What makes it different
Free and accessible to everyone regardless of wealth
Based on official SSA data and peer-reviewed research
Focused exclusively on Social Security claiming decisions
Synthesizes complex SSA rules into plain-language tools
Uses same formulas and calculations as Social Security Administration
Non-custodial vault means we never access your money or store your passwords
Proactive monitoring through smart inactivity alerts unlike reactive financial tools
All data encrypted and stored exclusively in the UK
Benefora
SuccessionKeeper