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Find your way around FamilySafe.

Six places that cover almost everything. Each links through to step-by-step articles.

Getting started

Create your record, add your first documents, and invite the people you trust.

8 articles

Your household record

Organise property, finances, insurance, documents, people and pets.

12 articles

Sharing & permissions

Role-based access for partners, advisers and carers, and how to revoke it.

7 articles

Probate access

Nominate trusted contacts and set the conditions for just-in-case access.

6 articles

Billing & plans

Freemium, Premium, Family and the Probate one-off plan, billing and cancellation.

9 articles

Account & security

Passwords, multi-factor authentication, recovery keys and data export.

10 articles
Popular questions

The things people ask most.

How do I start my household record?
Start with one thing in front of you, usually a passport, an insurance policy, or your emergency contacts. FamilySafe suggests what to add next and shows what is missing, so you build your record gradually rather than all at once.
How do I invite a partner or family member?
Open Sharing, choose the person and the level of access, and send the invite. You decide whether they see everything or only a section, and you can change or revoke that access at any time.
How does Probate access work?
You nominate trusted contacts and set the conditions under which they can reach what you have chosen to share. Until those conditions are met, the record stays closed. Every access request is verified and logged so you can see exactly what happened.
Can I change or cancel my plan?
Yes. Upgrade, downgrade or cancel from Billing at any time. Freemium is free to start with no credit card, and annual billing saves on the monthly plans. The Probate one-off plan is a single payment with no subscription.
I have forgotten my password. What now?
Because of zero-knowledge encryption, we cannot reset access to your encrypted content for you. Use the recovery key and trusted contacts you set up during onboarding to regain access. There is more detail on the Security page.
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support@familysafe.co.uk

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