Privacy-First Asset Coordination
KnowWhereYourAssetsAre.EnsureTheRightPeopleCanFindThemWhenItMatters.
AssetIndex helps you maintain a private record of where your assets are located and enables controlled disclosure to trusted people under conditions you define.
Privacy First
AssetIndex stores asset-location information only.
We do not store passwords, financial balances, investment values, or financial assets.
What AssetIndex Is Not
AssetIndex does not
replace these things.
A will
A solicitor
An executor
A password manager
A document vault
A financial planning tool
How It Works
Four steps to stay in control.
Create your Asset Index
Record where your assets are located.
Assign trusted contacts
Decide who should see specific asset categories.
Set disclosure rules
Define when and how information may be shared.
Stay in control
Your information remains protected and visible only according to your instructions.
The Problem
What's at stake.
Life is beautifully unpredictable.
None of us choose when our story ends.
But important information often gets lost.
Records scatter across institutions, devices, and memories.
Leaving the people you love guessing.
Years of paperwork can't help anyone if they don't know it exists.
It doesn't have to be this way.
A quiet registry can mean the difference between confusion and clarity.
Solution
A registry built for what matters most.
Document privately.
Record where each asset is held — bank accounts, pensions, property, digital. Add only what trusted contacts will need: location, type, and your own instructions. No balances. No passwords. No financial data leaves your control.
Stay in command.
A single, clear view of what's in your registry, who has access, and what your verification system is doing. No surprises. No dashboards built to make money look good. Just the information you need to feel confident your records are in order.
Disclosure on your terms.
Set how often you confirm activity — weekly, monthly, yearly, or a custom cadence. If you miss a check-in, AssetIndex follows a grace period you control before notifying your trusted contacts. Nothing happens unless you stop responding.
Who It's For
Built for the people
who plan ahead.
For Individuals
For people who want their affairs in order.
If you've ever wondered who would know what to do if you weren't around — or worried about leaving things half-organised for the people you trust — AssetIndex gives you a place to put that worry down.
- ●Document where everything is held
- ●Designate who gets notified and what they see
- ●Keep your information private until it's needed
For Professional Service Organisations
For solicitors, financial advisors, and estate planners.
Use AssetIndex as a structured handover tool for clients. The platform complements your existing practice — your clients maintain their own registry, and you can be added as a trusted contact with the level of access they choose.
- ●A privacy-first complement to your client workflow
- ●Clients control their own data; you receive only what's authorised
- ●Reduces friction during transitions and handovers
What people say
Trusted by people who think ahead.
I never thought about what would happen to my pension and savings accounts if something happened to me. AssetIndex gave me a simple way to make sure my daughter would know where to look — without me having to hand over any passwords.
Margaret T.
Retired teacher, Leeds
As a solicitor I see families spend months trying to locate assets after a bereavement. AssetIndex solves exactly that problem. I've already recommended it to several clients as a practical first step alongside their will.
David O.
Solicitor, London
The check-in system is what sold me. It's not just a document — it's a living record that only gets shared when it needs to be. That privacy-first approach made me comfortable adding real detail.
Priya S.
Freelance consultant, Birmingham
Setting it up took less than twenty minutes. I added my bank accounts, ISA, and life insurance policy. My husband is designated as my trusted contact. If anything happens, he'll know exactly what we have and where it is.
Claire W.
Small business owner, Bristol
Trust
Built on a different
kind of promise.
Security Without Custody
We keep your information safe by not holding what doesn't belong to us.
- 01No passwords. We never see or store credentials to any of your accounts.
- 02No balances or financial data. Asset records contain location and instructions — never values.
- 03No documents. Wills, deeds, and contracts stay with their proper custodians.
- 04No surprises. Disclosure only happens when you stop checking in, on your schedule.
More Than a Document Vault
A registry that acts — when, and only when, you stop responding.
- 01Active by design. AssetIndex verifies you're still here. It doesn't just hold information passively.
- 02Disclosure on conditions you set. Check-in cadence, grace periods, and permission levels are entirely yours.
- 03Trusted contacts, not strangers. Only the people you designate receive information — and only what you authorised.
- 04Reversible until it isn't. You can edit records, change contacts, or adjust settings at any time before disclosure begins.