The Journey

From move-in
to estate
handover.

A single, structured workflow built around how your care home already operates — so families receive everything they need, exactly when they need it.

Resident move-in.
Vault created in five minutes.

When a new resident arrives, your staff open the Memoari Staff Portal and create a resident profile alongside the standard admission paperwork. Name, room number, designated family contact — and an invitation email is sent automatically.

The entire process takes under five minutes. There is no separate system to learn, no duplicate data entry, and no technical knowledge required. The vault exists before the resident has unpacked.

What staff see in the portal at this stage: resident name, room number, vault status showing Not Started, and a pending invitation to the designated family contact.
Step 02

Family completes
the vault.

The designated family contact receives an invitation to the Resident Vault Dashboard. The platform guides them through a structured checklist — at their own pace, from any device. No legal knowledge required. Each section is explained clearly.

  • Will location — where the physical will is stored and who holds it
  • Insurance policies — life, funeral, and any relevant cover
  • Bank accounts — institution names and account references (not credentials)
  • Digital access — online accounts, passwords stored with AES-256 encryption
  • Contacts — solicitor, next of kin, executor, and any other relevant parties
  • Personal messages — letters, notes, or final wishes left for named individuals

Staff monitor readiness.
Without seeing contents.

Your registered manager and authorised staff see a live view of estate preparation across all enrolled residents in the Staff Portal. Colour-coded readiness levels make it immediately clear who needs a follow-up conversation.

Expanding a resident row shows their vault completion percentage, consent status, last family check-in date, and which sections are complete or outstanding. Staff never see vault contents — only readiness status.

Every staff action is recorded in an immutable audit log. CQC inspectors can see documented evidence of proactive estate preparation without any extra work from your team.

The Staff Portal shows each resident as Not Started, In Progress, or Ready — with a colour-coded indicator and the date of last family activity.

Passing & handover.
Everything already there.

When a resident passes, family access is activated. The executor finds everything organised, labelled, and ready — without a single call to your staff.

For Families
📄
Will location and legal contacts

Executor finds the will location, solicitor contact, and any codicils — immediately, without searching through physical filing systems.

For Families
🏦
Financial accounts and insurance

Bank accounts, pension providers, insurance policies, and property records — all referenced and ready for the probate process.

For Families
🔐
Digital access and subscriptions

Social media accounts, email, subscriptions, and any digital assets — with instructions on what to do with each.

For Families
💌
Personal messages delivered

Any letters or messages left by the resident are delivered to named recipients at the moment of vault activation — privately and securely.

Built to hold
the most sensitive data.

We hold wills, passwords, financial accounts, and final messages. We treat that responsibility accordingly.

Encryption
AES-256
All vault contents encrypted at rest

The same standard used by financial institutions. Every document, every message, every account entry — encrypted before it leaves the user's browser.

Access Control
Scoped
Executors receive secure, scoped access

Executor access is read-only, time-limited, and scoped to exactly what they need — nothing more. Every access is logged with timestamp, IP address, and identity.

Compliance
GDPR
UK GDPR compliant throughout

Data Processing Agreements available for all partners. All data stored in UK data centres (AWS London, eu-west-2). Article 28 compliant as a data processor.

Availability
99.9%
SLA-backed uptime guarantee

The vault needs to be there when it matters most. SLA-backed uptime with automated monitoring, instant alerting, and a dedicated ops response.

See it in action
for your home.

A 20-minute pilot call. No obligation. Your dedicated account manager will walk you through exactly how Memoari works for your organisation.

Book a Pilot Call →