What do we do first?
A clear starting point rather than a collection of documents.
Safekept™
If something happened to you tomorrow, would your family know where to start?
Most families have the legal documents.
What they often don’t have is the practical information surrounding them.
The knowledge of how everything actually works.
The missing piece
The documents are rarely what goes missing.
Wills, trusts and insurance policies usually exist somewhere.
What’s often missing is everything around them.
- Who looks after each property?
- Which vendors can be trusted?
- Who should be called first?
- Where are the important things?
- What’s still running?
- What needs to happen next?
That knowledge tends to live in one person’s head – or in a few people’s.
The six questions
Could your family answer these six questions today?
Who needs to be told?
Important people, their roles and how to reach them.
Where do we find access details?
The information needed to locate and access the resources that matter.
What’s still running?
Bills, household responsibilities, staff, properties and recurring obligations.
Where are the important documents and items?
A clear record of where important information and physical items are kept.
What happens next?
A practical, step-by-step checklist someone else can follow.
What Safekept™ is
A private record of how your household actually works.
Safekept™ brings together practical information, important contacts, household knowledge, property information and instructions in one organized continuity resource.
It is designed to help a trusted person understand what to do when it matters.
Safekept™ can include:
- Important contacts
- Property information
- Household responsibilities
- Trusted vendors
- Professional advisors
- Recurring bills and obligations
- Important locations
- Access information
- Instructions and procedures
- Important documents and where they are kept
- Emergency and transition checklists
- Other practical information specific to the household
The physical + digital experience
One record. Two ways to access it.
The Safekept™ Manual
A beautifully prepared, private physical record designed to be kept safely with the family’s important information.
The Digital Record
A secure digital counterpart designed to provide convenient access to the information when a physical binder isn’t available.
The two work together to create a practical continuity resource for the household.
Who it is for
For the person who currently knows everything.
Safekept™ is particularly valuable when one person has become the keeper of the household’s practical knowledge. That might be:
- A spouse
- A parent
- A family member
- A principal
- A household manager
- An executive assistant
- Another trusted person
The objective isn’t to replace the person who knows everything.
It’s to make sure that knowledge doesn’t disappear with them.
An important distinction
Safekept™ organizes information.
It provides an organized record of the practical information surrounding a family’s affairs so that the right people can understand what exists and what needs to happen.
Safekept™ is not legal advice.
It does not replace an attorney, financial advisor, insurance professional, accountant or other specialist.
Safekept™
Your family shouldn’t have to piece it together.
If much of your household’s practical knowledge currently lives in your head, Safekept™ can help put it somewhere your family can actually use.