Living Register & Document Vault

Your will is done.

But if something happened to you, would your family know:

• Which account pays which bill?
• Where the important documents are kept?
• What subscriptions and direct debits are running?
• What digital assets you hold, and how to access them?
• Who to call at the bank, the insurer, the school?
• The routines and needs of your household?

Your estate plan sets out your intentions precisely. But for your executor to act on them, and for your family to manage what follows, they will need more than the documents themselves.

To apply for probate, they’ll need an accurate picture of every asset and liability. To close accounts and handle your affairs, they’ll need contacts, access details, and context that sits outside any legal document. And as more of our financial lives move online, that gap in missing information only widens.

Your Living Register and Document Vault

One secure place for everything that matters

We now offer a Living Register and Document Vault: a secure digital home for the documents we’ve prepared for you, plus 20 modules of critical financial, practical and personal information your family will need. You can even securely connect your bank accounts to find your bills and accounts automatically.

You choose what to share, and how

For every piece of information, you decide whether to store it directly or simply point to where it can be found. No passwords are stored. You remain in control of what’s there and who can access it.

Getting Started

Step 1: Ask us for an invitation

Let us know you’d like to get started and we’ll send you an invitation by email to set up your account.

Step 2: Work at your own pace

Fill in the 20 modules, each designed for a short session. Stop and return whenever you like.

Step 3: Keep it current

Update it when life changes, or review it from time to time.

Security you can trust

Our platform provider BillWill is AE3150 certified as an open banking application and is currently completing SOC 2 certification. You choose what to store and what to simply point to, so the platform adapts to your comfort level.