SuccessionKeeper
Securely map your financial life, no credentials required
2 followers
Securely map your financial life, no credentials required
2 followers
Most digital vaults are set-and-forget. You fill them in once, life moves on and two years later the record is out of date and your family is no better off. SuccessionKeeper checks in with you. If you stop responding, we contact the primary nominee before anything is released - a living record, not a forgotten document. We also cover cross-border assets, link family accounts and sit alongside your will rather than replacing it. Built by finance professionals who needed this themselves.
We have had a great response and wanted to share a couple of things for anyone exploring SuccessionKeeper.
First - we put together a short walkthrough video showing how easy it is to create an account, add your first assets and set up your nominees. No jargon, no complexity. https://successionkeeper.com/diy-setup-wealth-dashboard-legacy-manager
We also have our first editorial feature live on KrispiTech which covers the problem we are solving and how the platform works in more detail: https://krispitech.com/the-89-billion-problem-why-your-family-may-never-find-what-you-leave-behind/
Happy to answer anything in the comments.
We commissioned independent research into how families actually manage their financial lives. Who handles the finances at home, how accounts are tracked across jobs and years, what stops people from getting a will, and whether families could piece things together when it mattered most.
The findings will be published on successionkeeper.com. Anonymous, eight minutes, open for one week.
If this resonates, you can participate here: https://rb.gy/ie2slb