Whether you're planning your own estate or closing a loved one's - we have a plan for you.
Store your accounts, documents, and wishes. Make life easier for your loved ones.
Get started with essential estate planning
Complete protection for your family
Professional estate management
One simple fee. Six months to notify every bank, pension, and institution.
Everything you need to close an estate
6 months access included
Need more time? Extend monthly for £29/month
SafeKept partners with funeral homes, solicitors, accounting firms and financial institutions to support bereaved families at every stage of the estate process.
Support the families you serve beyond the funeral. Give bereaved families a trusted tool to manage the estate administration process - notifying banks, pension providers, insurers, and other institutions - so they can focus on grieving rather than paperwork.
Manage multiple client estates from one professional dashboard. Add accounts, trigger notifications, and collaborate with your team - all from a single platform.
Access the financial data you need for estate accounts. Get invited onto cases by solicitors or executors and generate professional financial summary reports.
Receive structured, verified death notifications directly into your bereavement team dashboard. Replace fragmented phone calls and letters with a single consistent data feed.
Already a partner? Log in to your dashboard
Yes. You can upgrade or downgrade at any time. When upgrading, you'll be charged the prorated difference. When downgrading, the new price takes effect at your next billing date.
Your data is never deleted. If you exceed the limits of a lower tier, you'll still have read access but won't be able to add new entries until you're within limits or upgrade.
Yes, Guardian and Estate Pro both come with a 14-day free trial. No credit card required to start.
We accept all major credit and debit cards via Stripe. Annual plans can also be paid by bank transfer.