Engage clients earlier, gather less, hand over cleanly.
Estate work begins with weeks of gathering. FamilySafe lets clients arrive with an organised record, integrates with Probate Advisor, and offers a branded Premium landing for your firm.
From cold gathering to a clean handover.
The problem today
- Weeks spent establishing what an estate contains
- Clients who engage late, when options are fewer
- Repeated requests for the same documents
- Probate handovers that start from scratch
With FamilySafe
- Clients arrive with an organised record
- Earlier engagement through a branded landing
- One source of truth for accounts and assets
- Probate Advisor integration for a clean handover
Made for estate practices.
Probate Advisor integration
Clients build the record; you receive a Unified Probate View that is ready to act on.
Branded Premium landing
A Premium-tier landing page for your firm, so clients onboard under your brand.
Less gathering
Reduce the time spent chasing documents at the start of every matter.
“Clients now arrive with their affairs organised. What used to take three meetings to establish, we cover in one.”
Built for how your profession works.
Financial advisers
Consumer Duty evidence, faster fact-finds, reviews that start ready.
ExploreSolicitors & estate planners
Earlier engagement, less gathering, Probate Advisor integration.
ExploreInsurance brokers
Renewal tracking, coverage-gap analysis and account growth.
ExploreAccountants
Less document chasing, complete records at year-end, MTD adjacent.
ExploreEmployee benefits
A differentiated wellbeing benefit with measurable uptake.
ExploreCare providers
Resident and family coordination with ACP and a strong data posture.
ExploreStart matters with the gathering already done.
Simple, capped commission rules, a charity option, and a model built around your clients, not a sales funnel.
FamilySafe supports professionals with client organisation tools. It does not provide regulated advice and does not change your regulatory obligations to your clients.