When the time comes, everything is already in one place.
Probate is hard enough without a search through drawers, inboxes and old statements. FamilySafe gives executors one organised record — every account, asset and task, with a clear status on each.
Organise once, while it's calm. Hand over cleanly, when it matters.
Organise the record
Add accounts, property, insurance, documents and digital life to one structured household record — at your own pace.
Nominate your executor
Choose who acts, and what they can see. Access stays closed until you've said it should open.
Hand over when needed
Your executor opens the Unified Probate View and works from a clear list — not a guess. Probate Advisor guides each step.
Every account, asset and task on one screen.
Executors typically spend weeks establishing what an estate even contains. The Unified Probate View replaces that with a single, current list — and shows the status of each item as work progresses.
- Accounts, property, pensions, insurance and digital assets in one place
- A clear status on each item — to do, in progress, done
- Built from the record the household already kept current
Guidance through the steps, in plain English.
Applying for probate in England and Wales typically takes 12 to 16 weeks for a straightforward estate. Probate Advisor sets out what an executor needs before they start, and what to do at each stage — with links to the official sources.
- What executors need before probate begins
- Step-by-step guidance with citations to GOV.UK and HMRC
- General guidance — not regulated legal advice
The people you trust see only what you've chosen.
UK Sovereign Hosted
Stored entirely in the UK, and GDPR-compliant by design.
Role-based access
Each person sees only the parts you assign. Professional partners never see your stored content.
Probate access
A controlled, just-in-case release — access opens only when the conditions you set are met.
As executor for my mother, I opened one screen and knew exactly what to do. The solicitor said it was the most organised estate they had handled.
Probate readiness, answered plainly.
Does FamilySafe handle the probate application for me?
Is probate the same across the UK?
Can my executor see everything in my account?
What's included with the Probate plan?
Plain-English help, reviewed by UK professionals.
Get the Probate plan, and never leave the search to your family.
One payment of £149. Probate Advisor, the Unified Probate View and a clean professional handover — included for life.
FamilySafe provides general guidance and organisation tools. It is not a substitute for regulated legal advice. For advice on your specific circumstances, consult a solicitor (in England & Wales, an SRA-regulated solicitor) or the relevant probate service. Sources: GOV.UK, HMRC.