Sign inPrivate family record book
Everything your family would need to know, in one place they can actually find.
People, identity papers, bank accounts, investments, insurance, property, loans, digital accounts and your last wishes — recorded once, kept current, and ready to hand over when it matters most.
Family wise, not file wise
Every account, policy and property is tied to the person who owns it and the nominee who inherits it.
Private by design
Only the people you invite can open your book. Identity numbers stay hidden until you reveal them.
Built for handover
A readiness score shows what is still missing, and a printable handover keeps a paper copy for the family.
What the book covers
Identity & documents
Identity numbers for each person, and where every original is kept.
Key people
Advisors, doctors and emergency numbers your family may need in a hurry.
Banking & cards
Accounts, lockers, cards and payment handles.
Investments
Every folio, account, deposit and asset, with nominees.
Insurance
Every policy, its nominee, premium date and where the document sits.
Property & vehicles
What the family owns, who is on the papers, and where the papers are.
Loans & liabilities
What is owed, to whom, and what secures it.
Income, work & business
Employment benefits, business interests and anything pending in court.
Digital life
Accounts, subscriptions and how your family can recover access safely.
Estate & wishes
Will, nominations, authority to act, and what you want done.
Health
Conditions, medicines and doctors, per family member.
Family & dependants
Members, relationships, blood groups and who cares for whom.