The platform

One organised place for everything your household runs on.

Documents, accounts, insurance, people and decisions: captured once, kept current, and shared only with the people you choose. Useful every ordinary day, ready for the day you hope is far away.

Free to start. No credit card. Cancel anytime.
familysafe.co.uk/dashboard
Your dashboard — what needs your attention and how each area of your life is progressing
Financial Assets — bank accounts, pensions, insurance and digital assets in one place
Health information — key details, current medications and healthcare providers
Digital life — online accounts and digital assets with two-factor status
Real product screenshots · your data stays in the UK

Know what you have.
Know who can reach it.
Know what happens next.

The platform is built around a simple promise, and five connected areas that make it real.

01

Know what you have.

Property, finances, insurance, documents, accounts and digital life: captured once, in one structured place.

02

Know who can reach it.

Permission-based sharing means the right people see the right parts, and only when you say so.

03

Know what happens next.

Reminders, readiness signals and bereavement workflows keep the record current and ready to act on.

How it works

Five connected areas, one living record.

Each area does its own job, and they feed one another, so the same record is useful day to day and ready when it matters. Select an area to see what it covers.

01 Organise

Structured capture of everything your household holds.

Not a drawer and not a folder of scans: a structured record where every important thing has a place and is easy to find.

  • Property & deeds
  • Finances & pensions
  • Insurance policies
  • Documents & ID
  • Accounts & passwords
  • Digital life
Trust anchor

Stored entirely in the UK, and GDPR-compliant by design.

02 Coordinate

Permission-based sharing with the people you choose.

Bring partners, family and professionals into the same record, each seeing only the parts you assign, and only when you decide.

  • Partners & family
  • Attorneys & executors
  • Advisers & carers
  • Trusted contacts
Trust anchor

Role-based visibility. Professional partners never see your stored information.

03 Anticipate

Reminders and gap analysis that show what’s current and what’s missing.

The record works with you: surfacing renewals before they lapse and flagging the gaps worth closing next.

  • Renewal & expiry reminders
  • Gap analysis
  • Readiness scoring
  • Lifecycle alerts
Trust anchor

Readiness Intelligence is explained transparently, is opt-in, and provides guidance, not regulated advice.

04 Prepare

Care preferences, executors, emergency information and digital legacy, in order.

The decisions that are hardest to make under pressure, recorded calmly in advance and kept where the right people can find them.

  • Care & medical preferences
  • Executors & nominees
  • Emergency information
  • Digital legacy
Trust anchor

Aligned with NHS advance care planning guidance and UK legal framing.

05 Continue

Bereavement workflows and a clean professional handover, when the time comes.

If the worst happens, the people you trust work from one organised record instead of a search through drawers, with guidance at each step.

  • Bereavement workflows
  • Unified Probate View
  • Professional handover
  • Tell Us Once integration
Trust anchor

Works with Probate Advisor, Tell Us Once and Life Ledger. Included with the Probate (one-off) plan.

Explore the platform

The features that do the work.

Family dashboard

One clear view of what's organised, what needs attention, and what to do next.

Information cards & documents

Structured cards for every account and policy, with documents attached where they belong.

People, permissions & sharing

Role-based access for partners, family and professionals, changed or revoked anytime.

Smart reminders & lifecycle alerts

Renewal and expiry prompts so nothing important lapses without you knowing.

Probate access

A controlled, dead-man-style release: access opens only when the conditions you set are met.

Probate Advisor & Unified Probate View

One organised record for executors, with guidance through each step of probate.

Explore
Family dashboard

See exactly where your household stands.

The dashboard is the home of the record. It shows what's organised, what needs attention, and how each area of your life is progressing, in plain English, not a filing system.

  • What needs your attention, first
  • Progress across each area of life
  • Shared only with the people you choose
The FamilySafe dashboard showing attention items and progress across areas of life
Probate access

A controlled release, only when it's needed.

Nominate who can reach what, and set the conditions that open access. Until those conditions are met, nothing is released: a dead-man-style release you stay in control of.

  • You choose who, what and when
  • Access stays closed until your conditions are met
  • Every release is logged and reversible
Organised documents beside a phone showing a reminder
Security

The people you trust see only what you've chosen.

UK Sovereign Hosted

Stored entirely in the UK, and GDPR-compliant by design.

Role-based access

Each person sees only the parts you assign. Professional partners never see your stored content.

Encrypted & accountable

Sensitive fields are encrypted, ICO registered, with ISO 27001 certification in progress.

Read about our security
Works with

Connected to the services that matter at the hardest moments.

Tell Us OnceLife LedgerProbate Advisor partnersSolicitor handoverAdviser & broker access
How FamilySafe can help
We finally got the renewals, the policies and the passwords out of our heads and into one place we both trust. It took an afternoon, and I think about it far less now.
A young household · Family plan
Common questions

The platform, answered plainly.

What is the FamilySafe platform?
FamilySafe is one organised place for the information, documents and decisions a household relies on. It is built around five connected areas: Organise, Coordinate, Anticipate, Prepare and Continue, so the same record is useful in everyday life and ready when your family needs it.
Do I have to use every feature?
No. Most households start with one area, usually documents, insurance or emergency contacts, and add more over time. The platform shows what is missing and suggests what to add next, but nothing is required.
Who can see what I store?
Only you, and the people you choose. Sharing is role-based: a partner might see everything, an adviser only the financial section, an executor only what they need. You can change or revoke access at any time, and professional partners never see your stored content.
Is the AI making decisions for me?
No. Readiness Intelligence is an opt-in feature that highlights gaps and upcoming renewals. It provides guidance, not regulated advice, and links to authoritative sources for anything that affects a legal, financial or medical decision. It is described in our AI content policy.
What does it cost to start?
Nothing. The Freemium plan is free with no credit card. Premium is £4.99 a month, Family is £8.99 a month for up to six members, and the Probate (one-off) plan is £149 once with no subscription.
Is my information kept in the UK?
Yes. FamilySafe runs on UK Sovereign-hosted infrastructure and is GDPR-compliant by design. Sensitive fields are encrypted, and ISO 27001 certification is in progress.
Start today

Get everything in one place, before you need it.

Free to start, no credit card. Add one thing today and build from there. Most households do.

Try it nowSee pricing

FamilySafe provides general guidance and organisation tools. It is not a substitute for regulated legal, financial or medical advice. Readiness Intelligence features are opt-in and provide guidance, not regulated advice. UK Sovereign-hosted · ICO registered · GDPR-compliant.

Free to startNo credit card needed
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