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Secure Digital Estate Planning

Your financial legacy, secured and ready for those who matter most.

My Asset Safe is a secure digital vault where you record every financial asset and liability, locked with encryption only you control, and unlocked for your loved ones when they need it most.

See How It Works
FCA Aware
GDPR Compliant
ICO Registered
UK Hosted
Family reviewing financial documents together

Vault Encrypted & Secured

Bank-grade encryption

0+

Assets Secured

0-bit

Encryption

0.0%

Uptime SLA

Integration Ready

Designed for leading UK financial institutions

Record and secure assets from any UK bank, building society, pension provider, wealth manager, or insurer.

Barclays
HSBC
Lloyds Banking Group
NatWest
Santander
Halifax
Nationwide
Monzo
Starling Bank
Revolut
Metro Bank
TSB
Virgin Money
Yorkshire Building Society
Coventry Building Society
Skipton Building Society
Leeds Building Society
Hargreaves Lansdown
AJ Bell
St James's Place
Quilter
Brewin Dolphin
Rathbones
Schroders
Abrdn
Barclays
HSBC
Lloyds Banking Group
NatWest
Santander
Halifax
Nationwide
Monzo
Starling Bank
Revolut
Metro Bank
TSB
Virgin Money
Yorkshire Building Society
Coventry Building Society
Skipton Building Society
Leeds Building Society
Hargreaves Lansdown
AJ Bell
St James's Place
Quilter
Brewin Dolphin
Rathbones
Schroders
Abrdn
Aviva
Legal & General
Scottish Widows
Standard Life
Aegon
Zurich
Royal London
Prudential
Phoenix Group
Canada Life
Fidelity International
Vanguard
interactive investor
Nutmeg
Moneybox
PensionBee
Wealthify
True Potential
Barclaycard
American Express
Co-operative Bank
Handelsbanken
Charles Stanley
Investec
Close Brothers
Aviva
Legal & General
Scottish Widows
Standard Life
Aegon
Zurich
Royal London
Prudential
Phoenix Group
Canada Life
Fidelity International
Vanguard
interactive investor
Nutmeg
Moneybox
PensionBee
Wealthify
True Potential
Barclaycard
American Express
Co-operative Bank
Handelsbanken
Charles Stanley
Investec
Close Brothers

How It Works

Three simple steps to secure your legacy

Getting started takes minutes. Keeping your records up to date is even easier.

Financial documents and records organised neatly
01
Step 01

Record Everything in One Place

Bank accounts, pensions, ISAs, investments, property, mortgages, life assurance. Add every financial asset and liability to your secure vault. No more scattered spreadsheets or forgotten policies.

Supports all 11 UK asset categories with guided entry forms.

Digital security and encryption concept
02
Step 02

Locked With Your Personal Key

Our encryption means we can never see your data. Your vault is encrypted in your browser with a key only you hold. Not us, not hackers, not anyone.

Bank-grade encryption with keys generated on your device.

Family members supporting each other
03
Step 03

Unlocked When It Matters

Your named beneficiaries verify their identity and provide a death certificate. After a cooling-off period, they access everything they need, without the weeks of searching.

Multi-step verification: ID check, death certificate, 14-day cooling-off.

Person reviewing financial documents at a desk
“When my father passed, it took us eight months to find all his accounts. We still think there are policies we never discovered.”

A story shared by thousands of UK families every year

Why My Asset Safe?

The problem is bigger than you think

Every year, thousands of families struggle through the administrative nightmare of locating a loved one's financial assets after death. My Asset Safe exists to make sure your family never faces that burden.

£50bn+

Left unclaimed in UK financial accounts

Billions of pounds sit in dormant accounts because families don't know they exist. Pensions, ISAs, savings accounts, life insurance policies, all lost because nobody recorded where they were.

Gretel / Association of British Insurers, 2021

6-12

Months to track down assets after a death

Bereaved families spend months writing to banks, pension providers, and insurers, often missing accounts entirely. The emotional toll compounds the administrative burden.

Co-op Legal Services

56%

Of UK adults don't have a will

Most people have no formal record of where their financial assets are held. Without a will or a central asset record, families are left guessing. My Asset Safe replaces guesswork with certainty.

Money and Pensions Service, 2025

Features

Everything you need to protect your estate

Built from the ground up with security, simplicity, and UK regulations in mind.

Bank-Grade Encryption

Your data is encrypted in your browser before it ever leaves your device. Even our engineers cannot read your data.

Named Beneficiaries

You choose exactly who can access your vault. Add up to five trusted people, each verified through rigorous identity checks.

Verified Death Unlock

A multi-step process: death certificate upload, identity verification, and a 14-day cooling-off period before any data is released.

All UK Asset Types

Bank accounts, pensions, ISAs, investments, property, mortgages, loans, credit cards, life assurance, death-in-service, and cash.

UK Data Residency

All data is stored exclusively in UK data centres. Your information never leaves UK shores, fully compliant with UK data protection law.

Simple, Transparent Pricing

One plan at just £5/month. Everything included. No hidden fees, no tiers, no upselling. Cancel anytime.

Security

We can't see your data. By design.

Every record you add is encrypted in your browser before it ever reaches our servers. We store only encrypted data: meaningless scrambled data that even our own team cannot read. Your vault password never leaves your device.

Your Device

Data encrypted here

Encrypted Transit

Fully encrypted

Our Servers

Only encrypted data stored

Encrypted on Your Device

Your data is encrypted in your browser before it ever touches our servers. We never see your unencrypted data.

Private by Design

We physically cannot access your vault contents. Our operators, our engineers, and our infrastructure admins: none of them can decrypt your records.

UK Hosted Only

All data stored exclusively in UK data centres. Your information never leaves the UK, fully compliant with GDPR and UK data protection regulations.

Multi-Factor Authentication

Every account is protected by mandatory two-factor authentication. Even if someone obtains your password, they cannot access your vault without the second factor.

Controlled Death Unlock

Access after death requires verified identity, an official death certificate, and a 14-day cooling-off period. The account holder can cancel during cooling-off.

Secure Key Protection

Escrow keys are managed with strict security policies. Only the automated death unlock process can decrypt your data. No person, including our team, can access your keys.

Testimonials

Trusted by families across the UK

Hear from people who have taken control of their financial legacy.

Setting up my vault took less than twenty minutes. Now I have peace of mind knowing my wife and children will find everything they need without the months of searching my family went through when my father passed.
JW

James Whitfield

Retired Financial Adviser, Surrey

Compare

How does My Asset Safe compare?

See why a secure digital vault outperforms traditional approaches to estate record-keeping.

Feature
My Asset Safe
SpreadsheetWill OnlyDo Nothing
Centralised asset record
Encrypted & secure
Automatically found by family
Identity-verified access
Covers all UK asset types
Always up to date
Cannot be lost or destroyed
Protected cooling-off period

Pricing

Everything you need. One simple plan.

No hidden fees, no tiers, no upselling. Just straightforward protection for your financial legacy.

MonthlyAnnualSave 20%
£5/month

Cancel anytime. No long-term commitment.

  • Unlimited asset & liability records
  • Up to 5 named beneficiaries
  • Bank-grade encryption
  • Verified death unlock process
  • UK hosted only
  • All 11 UK asset categories
  • Multi-factor authentication
  • Email & in-app support
  • 14-day cooling-off period on claims
  • Export your records anytime
Start Protecting Your Legacy

14-day free trial. No credit card required to start.

30-day money-back guarantee. Cancel in two clicks.

FAQ

Frequently asked questions

Everything you need to know about securing your financial legacy.

No. Your data is encrypted in your browser before it reaches our servers. We store only encrypted data: meaningless scrambled information that cannot be read without your personal vault key. Even our own engineers have zero access to your records.

Your named beneficiaries initiate a death claim through My Asset Safe. They upload a certified death certificate and verify their identity. After a 14-day cooling-off period (during which the claim can be cancelled if logged into by the account holder), your vault is securely unlocked for them.

Beneficiaries go through a multi-step verification process: identity verification via Onfido, death certificate upload, and a 14-day cooling-off period. Once approved, they receive time-limited access to your vault contents.

My Asset Safe supports 11 UK asset categories: bank accounts, pensions, ISAs, investments, property, mortgages, loans, credit cards, life assurance, death-in-service benefits, and cash holdings.

Yes. A will dictates how your assets should be distributed. My Asset Safe tells your loved ones what assets exist and where to find them. Many families spend weeks or months tracking down accounts after a death. We eliminate that search entirely.

We use the same encryption standard trusted by banks and governments. A unique key is generated on your device, and each record is encrypted individually. Your password never leaves your browser.

Because of our encryption design, we cannot recover your vault password directly. However, we provide a secure vault password recovery flow with strict access controls. You can also reset your vault, but this will require re-entering your asset information.

Yes. You can cancel your subscription at any time with no penalties. Your data will remain encrypted and accessible for 30 days after cancellation, giving you time to export or re-subscribe.

Yes. All data is stored exclusively in UK data centres. Your information never leaves UK shores. We are fully compliant with GDPR and UK data protection regulations.

Yes. My Asset Safe is available directly and through our B2B partnerships with UK banks and wealth managers. Ask your financial adviser if they offer My Asset Safe as part of their estate planning services.

Give your loved ones clarity when they need it most.

Don't let your family search in the dark. Start recording your assets today so that when the time comes, they have everything they need: instantly, securely, and without the months of uncertainty.

Bank-grade encryptionUK data residencyCancel anytime