Approaching retirement is the right time to get everything in order.
Pensions, property, insurance, investments and wishes, organised in one calm place, so the people you trust are never left guessing.
Less mental load, fewer missed renewals.
Pensions & finances
Every account, pension and policy in one structured place, with a clear view of the whole picture.
Decisions, recorded
Executors, care preferences and wishes, written down calmly while there is no pressure.
Readiness at a glance
See how complete your record is, and close the gaps that matter before they matter.
“The years just before retirement are the ideal moment to consolidate. Clients who organise their records early make far better decisions, and spare their families later.”
“My adviser and I now work from the same record. Reviews take half the time, and I finally feel on top of it all.”
Shared only with the people you choose.
UK Sovereign Hosted
Stored entirely in the UK, and GDPR-compliant by design.
Role-based access
Each person sees only the parts you assign, and only when you decide.
Probate access
A controlled, just-in-case release that opens only when your conditions are met.
Plain-English help.
How to get an estate probate-ready, before it is needed
Property and affairs LPA explained
How to record care wishes before a crisis
Premium or Probate from £4.99/mo
Premium gives you reminders, gap analysis and Probate access. The Probate plan at £149 adds a clean professional handover, for life, with no subscription.
Questions families ask.
Which plan is right for me?
Can my financial adviser see my record?
Is this a will or a pension product?
Every family is different. Find the one closest to yours.
Young families
First home, new baby, policies and logins in one place.
Family £8.99/moPre-retirees
Pensions, property and wishes, organised before retirement.
Premium or ProbateCaring for parents
Coordinate care across the family from one record.
Family £8.99/moNavigating dementia
Record wishes and documents gently, a little at a time.
Family with carer accessExecutors & the bereaved
One organised record, with step-by-step guidance.
Probate £149People living alone
Make sure trusted people can step in, on your terms.
Probate £149Get your household admin in order.
Free to start, no credit card. Add one thing today and build from there.
FamilySafe provides general guidance and organisation tools. It is not a substitute for regulated legal, financial or medical advice, and does not replace will-writing, LPA creation or probate administration.