How SafeKept Works

SafeKept connects families, executors, solicitors, accountants and banks in one platform for estate administration.

For Families

1

Create Your Vault

Add your bank accounts, insurance policies, pensions, property deeds and important documents. Everything is encrypted and secure.

2

Name Your Executor

Invite your chosen executor to SafeKept. They cannot see your vault until you activate their access or after your death is verified.

3

Peace of Mind

Your executor will have everything they need to close your accounts and manage your estate without searching through paperwork.

For Executors

1

Verify the Death

Upload the death certificate. SafeKept verifies the document and unlocks the vault for you.

2

Notify Institutions

With one click, notify all banks via the Death Notification Service. Send postal letters to other institutions automatically.

3

Track Progress

Monitor responses from every institution in your dashboard. Know exactly what is done and what is outstanding.

For Professionals

Law Firms

Manage multiple probate cases from one dashboard. Send notifications on behalf of clients. Track every case to completion.

Accountants

Handle estate tax affairs with integrated asset tracking. Generate reports for inheritance tax submissions.

Funeral Homes

Support bereaved families by referring them to SafeKept. Earn referral fees while helping families in their time of need.

Banks

Receive death notifications digitally through a secure portal. Process bereavement cases faster with verified documentation.

Ready to Get Started?

Create your free account and start protecting your estate today.