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Why it matters

Knowing where your Assets, Liabilities, Policies, and Utilities are is important

As life progresses, it’s easy to lose track of the many assets, liabilities, policies, and utilities you manage. Bringing them all together in one place gives you a clear snapshot of your net worth and a simple, convenient way to access your important information when you need it.

Make it easier for your loved ones to continue if you and/or your partner were to pass

During difficult times, families are often left to sort through stacks of paperwork in search of important financial information. In the process, they may unintentionally overlook valuable assets such as investment accounts, life policies, or even the location of cherished jewellery. Even spreadsheets or shared files can be easily missed in the midst of a crisis.

We help you provide important information to your loved ones
  • Help your loved ones if you pass away
  • Easy access to the important data they need to go through probate efficiently and effectively
  • Your data held securely until they need it
Did you know?

What We Do

Provide a portal where you can record your Assets, Liabilities, Policies, Utilities, and location of your Will:
  • Add/View/change your Net Worth and other important information whenever you want too
  • Assign Nominee’s and an Independent Financial Advisor (IFA) who can access this data before and/or after you pass. They will get their own login details.
Make the process of Will Execution and Probate more efficient and quicker
  • This information can be used by the named Executors in your will
  • Can also list items such as jewellery, cash, cars, wines etc
  • Free form notes can be added to help your Nominees/IFA
  • All securely with no fuss

It's quick and easy

Register & Login

We ensure security is a priority so you will be asked to verify your details.

Add your Assets, Liabilities, Policies, Utilities and Will details

Access to your Net Worth anytime; keep your data up to date as your financial circumstances change.

Select your Nominees and IFA

Give permissions for the data you want them to see.
Nominees and the IFA will be asked to register.

Pricing

We charge just

£48

  for 24 months
Initial limited introductory offer!
  • You have access to your Net Worth at any time!
  • Nominate up to 5 nominees and an IFA
  • Multiple categories for Assets and Liabilities
  • There are no other hidden charges.
Join now

We're here to secure your legacy

Secure

We use high levels of security to keep your data safe. You can enter as much or as little information as you want. We don't upload your documents.

Access to your data

Give trusted ones easy and secure access to the information they need. You have control of what each individual can see.

Built in time switch

If your nominee or IFA tries to access your account, you will be notified and have set time (determined by you) to respond. This is a very important factor in this portal.

Information

When speaking with people about passing on their inheritance, we heard a common theme: a deep concern for the well-being of their loved ones. While inheritance rules may change, the questions remain heartfelt and consistent — What will happen to my family when I’m gone? Will my partner and children receive the support I’ve set aside for them? What steps will my family need to take after my passing? And if I’ve prepared important information, how can I ensure my loved ones can access it when they need it most?

This portal has been designed to support you in planning for the future and ensuring your loved ones have the information they may need.

  • View your Net Worth in one place
    By entering your financial information into the platform, you can see an up-to-date snapshot of your Net Worth at any time. Many users choose to update their data monthly or whenever accounts are added or closed.
  • Record essential information for your chosen nominees
    While it’s never easy to think about, planning for what happens after we’re gone can bring peace of mind. You can record as much or as little detail as you wish, from a simple list of your accounts (assets and liabilities), to more detailed information your loved ones might need.
  • Control access for Nominees and your IFA
    You can choose who has access to your account, what they can see, and when. For example, you might give your partner full access, while allowing other Nominees to view only the details they need for probate purposes. The same flexible permissions apply to your IFA.
  • Use the Time Switch for secure, controlled access
    This feature helps protect your information and ensures it’s only shared when appropriate. Each Nominee has a Time Switch setting that determines how long they must wait before accessing your details. Otherwise, if a Nominee/IFA tries to access your account, you’ll receive an SMS and email notification to approve or deny access. If you don’t respond within the set Time Switch period (on the assumption you may have passed away), access will then be granted. Remember to adjust this setting if you know you won’t be able to respond for a period of time. If the Time Switch setting is zero for a Nominee/IFA, they can access the permissible data at any time.

We hope this portal helps to make life easier for your loved ones.

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