Three steps from notification to closing the estate.
Add the deceased's details and upload the death certificate once. SafeKept stores it securely so you can attach it to each notification without re-uploading.
SafeKept identifies every bank, pension, insurer and utility to notify. Add them from the vault, search the directory, or upload account details manually.
Monitor responses, chase outstanding notifications and close the estate. Every institution shows status, response and next action in one dashboard.
Five distinct paths through the same platform.
You have bank accounts, pensions, investments and insurance policies. SafeKept lets you build an encrypted vault of every account so your executor has everything in one place the moment it is needed - no hunting through paperwork, no missing institutions, no chaos for the people you love.
You have been designated as executor by someone still alive. When the time comes, SafeKept gives you a complete picture of every account, policy and asset to notify. No phone calls hunting for account numbers. No searching through filing cabinets. Every institution listed and ready to notify.
You are administering an estate right now without prior planning. SafeKept lets you manage the entire notification process - adding institutions manually, tracking responses, uploading the death certificate once and sharing it with every institution, and monitoring progress in one dashboard.
You handle probate for multiple clients simultaneously. SafeKept gives you a professional case management dashboard - one case per deceased client, all notifications tracked, pre-filled letter templates ready to send, progress visible at a glance. No chasing clients for account details, no manual letter writing from scratch.
You need to close accounts, retrieve date-of-death balances and complete estate tax calculations. SafeKept surfaces all financial accounts in one place, tracks notification status per institution and generates the documentation you need for probate valuations.
What you get on SafeKept that you cannot get anywhere else in the UK.