How does SuccessionKeeper help with personal finance organization?

SuccessionKeeper is a secure digital vault designed for financial organization and legacy planning that serves as a central directory for accounts and assets from pensions and savings to insurance, crypto, and properties. By creating a digital roadmap today, you ensure your wealth is organized and easily discoverable for your family in the future.

Why should I use SuccessionKeeper?

Most financial tools are reactive, but SuccessionKeeper is proactive. It monitors your wellbeing through smart inactivity alerts, ensuring that your financial life remains accessible to your loved ones even if you are unable to manage it yourself.

How secure is my data?

Your data is protected with AES 256-bit encryption at rest and TLS encryption in transit. All data is hosted on Google Cloud infrastructure located exclusively in the United Kingdom, protected by multiple layers of digital and physical security.

How does SuccessionKeeper help with personal finance organisation?

SuccessionKeeper is a secure, non-custodial digital vault designed for financial organisation and legacy planning. It serves as a central directory for your a wide range of accounts and assets from pensions and savings, to insurance, crypto, properties and more. By creating a digital roadmap today, you ensure your wealth is organised and easily discoverable for your family in the future.

Who is SuccessionKeeper for?

Our platform is built for individuals and families who value privacy and proactive planning. It is ideal for those who want to reduce the 'discovery burden' on their heirs without handing over live access to their money or relying on complex, unorganized paper instructions or hard-to-find and outdated spreadsheets. Your accounts and assets are presented in a clear, easy-to-use dashboard, with tools that help you understand what you have and stay in control - without accessing your money or giving advice.

Personal finance

SuccessionKeeper

A secure digital vault to organize your financial accounts, property and documents for your family

Open successionkeeper.com (external, new tab)0 votes. Log in to endorse SuccessionKeeper community vote

Votes: 0
DR (Ahrefs): 9 no change since last check

Ahrefs Domain Rating reported 28 Oct 2026, restated 25 Oct 2026.

SuccessionKeeper helps you create a private record of where your financial accounts, pensions, policies and documents are held, accessible to trusted people if

Overview

Screenshot of the SuccessionKeeper homepage — A look at successionkeeper.com

SuccessionKeeper is a secure, private digital vault that helps individuals and families organize their financial information in one place. You can record where your bank accounts, pensions, insurance policies and important documents are held, then designate trusted people to access this information if you stop responding to check-ins.

The platform uses AES-256 encryption and stores all data in the UK. It does not connect to your bank, store your passwords, or access your money - you manually add your information at your own pace. When you miss a scheduled check-in, SuccessionKeeper initiates a multi-step verification process, contacting your primary nominee first before eventually releasing your financial roadmap to all nominees you have chosen.

The service costs £4 per month or £39 per year, with a 14-day free trial requiring no card. Everything is included in one plan: unlimited accounts and nominees, document storage, check-ins, and controlled release of information. SuccessionKeeper is not a substitute for a will or legal advice, but serves as a practical guide to help your family discover your assets quickly when it matters most.

Feature summary

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

Pricing

Pricing model: Paid

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.

See SuccessionKeeper's full pricing (external, new tab)