
When Dad died, everything we needed was already in one place. We grieved instead of digging through drawers.
Everything important, in one safe place. Ready when your family needs it.
FamilySafe is a UK household record. Every account, document and instruction your family might need, in one secure place, shared only with the people you trust.
When the worst happens, the people you love shouldn't have to become detectives — searching drawers, guessing passwords, and calling banks that won't talk to them, at the moment they have the least capacity for any of it.
FamilySafe is the quiet alternative: everything they'll need, already in order — ready for a day you hope is far away, and useful every ordinary day until then.
You do not have to do this all at once. Start with what's in front of you — FamilySafe grows with your household over time.

Keep property, accounts, insurance, documents and renewals in order — and find them in seconds when you need them.
Organise & coordinate
If something happens, the people you've nominated can reach exactly what you've chosen to share — through Probate access.
Just-in-case access
When the time comes, executors work from one organised record instead of a drawer of papers — with the Probate (one-off) plan's handover.
Continuity & handoverYour data, your keys. We can't see your content.
GDPR-aligned. ISO 27001 in progress.
From finances to health to your digital life — every part of your household, organised in one place and easy to find.
A simple score across every area of life shows how organised you are — and what's left to do.
FamilySafe notices what's missing or expiring and nudges you — before it becomes a problem.
The people you nominate can reach exactly what you've chosen — only when the conditions you set are met.
Know what you have. Know who can reach it. Know what happens next.
Capture property, finances, insurance, documents, accounts, people, pets and digital life.
Share with partners and trusted contacts using role-based, permission-led access.
Lifecycle reminders and gap analysis show what's current and what's missing.
Care preferences, executors, emergency information and digital legacy, in order.
Bereavement workflows and a Unified Probate View for a clean professional handover.

“I watched a family spend months piecing together a life from scattered paperwork. FamilySafe is the place I wish they'd had — one organised record, ready before it's needed.”
A few illustrative scenarios showing how households use FamilySafe at different moments.

When Dad died, everything we needed was already in one place. We grieved instead of digging through drawers.

We finally got the renewals, passwords and policies out of our heads and into one shared place.

My adviser and I work from the same record now. No more chasing paperwork before a review.
No credit card to start. Cancel anytime. Annual billing saves on monthly plans.
Spend less time chasing client information and more time advising. Simple, capped commission rules, with a charity option.