A practical guide to implementing Memoari across your care home — from resident move-in to estate handover. For registered managers, owners, and care group operators.
When a resident dies, their family has six months to apply for probate. Before any of that can happen, someone has to find the will, locate the insurance policies, identify the bank accounts, and track down digital access — all while grieving.
In most care homes, this work falls partly on your staff. Fielding calls from distressed families. Searching through filing cabinets. Answering questions nobody prepared for. It is administrative work your team was never trained to do — and it compounds at exactly the wrong moment.
Memoari exists to make sure that information is already there before it is ever needed.
Memoari is a digital estate vault. Every resident gets a private, encrypted space to store their will location, insurance policies, bank accounts, digital access, and personal messages — organised through a guided process that families complete at their own pace.
It is not a legal service. It does not provide legal advice. It provides the infrastructure that makes everything findable when it matters most.
Once your home is live, residents, families, and staff each have a dedicated area. All are web-based — no app download required.
Where residents and their families manage everything. Accessed via invitation email or by signing in directly. Shows vault completeness and all stored items.
Residents record where their will is held and who the named executor is. This ensures families can locate the original without searching — no will creation required.
Where your registered manager and authorised staff monitor estate preparation across all enrolled residents. Staff see readiness status only — never vault contents.
Memoari is designed to slot into your existing admission process — not add a new layer on top of it. Onboarding happens naturally, at move-in, and the rest runs itself.
A Memoari vault is created alongside your standard admission paperwork. Your staff log into the Staff Portal, create the resident profile, and invite the designated family contact by email. No technical knowledge required. The whole process takes under five minutes.
The family receives an invitation to the Resident Vault Dashboard. They complete the guided checklist at their own pace — will location, insurance, bank accounts, digital access, and personal messages. Each item is explained clearly. No legal knowledge required.
Your registered manager sees preparation status across all residents at a glance in the Staff Portal. Colour-coded readiness levels show immediately who needs a follow-up. CQC-relevant documentation is stored and auditable — no more searching through physical filing systems.
When a resident passes, family access is activated. Everything the executor needs is already there — will location, contacts, accounts, and any personal messages left by the resident. Your staff are not the ones searching. Families grieve, not scramble.
Memoari stores documentation in a format that supports CQC inspection requirements around resident dignity, continuity of care, and family communication. Your Staff Portal becomes the audit record.
Our 90-day pilot is structured around measurable outcomes. You will have real data at day 30, 60, and 90 to make your case internally.
White-label configuration, staff training (45 minutes), first resident vaults created. Portal live within 48 hours of approval.
Up to 20 resident vaults live. Weekly check-in with your account manager. Day-30 outcome report: completion rates, staff time, family feedback.
Day-60 and day-90 outcome reports. Full summary. Decision to continue, expand, or end — no contractual obligation to proceed.
20 minutes. No obligation. We assess fit, answer your questions, and walk you through exactly what a pilot looks like for your home.
hello@memoari.co.ukOr visit memoari.co.uk/pilot to use the pilot request form