Join + others on the waitlist

If you disappeared tomorrow, could they find everything they need?

Your family's important information organised, current and shared with the people you trust.

Get your Sh*t together.

You're one of the first to know when we launch.

A father calmly helping his partner on the road and children at an activity find household information through one shared place

Where's the insurance policy?

What time is our appointment?

Home insurance

Found in Essetly

By people who've lived it

“Having all the bank accounts solely in the name of the person who passes... which then all get frozen until probate is granted.”

The information exists.The problem is knowing where to look.

Important information builds up in different places over time. Essetly gives it structure, shows what needs attention and makes it easier for the right person to find.

If you're not around anymore, does your family know where everything is?

See what you have.Know what needs attention.

Your dashboard brings documents, insurance, property, accounts and people into one view, then shows you where to go next.

  1. Add one thingA document, a policy, whatever's easiest. Takes a minute.
  2. Essetly organises itSorted, structured, and easy for the right person to find.
  3. Share when you're readyInvite the people who'd need it, only if you choose to.

Plans for however you use it,priced when we launch.

We're still finalising pricing. Join the waitlist now and you'll be the first to know, with early access pricing locked in before general availability.

Individual

For getting your own information organised and easy to find.

  • Documents, insurance, property and accounts in one place
  • See what needs attention, on your own schedule
  • Share access with someone you trust, only if you choose to

Family

For sharing one always-current view across a household.

  • Everything in Individual
  • Invite a partner or family member to view and contribute
  • Control exactly what each person can see

Working with clients as an advisor? Ask about the advisor pilot.

Advisors introduce Essetly.Families keep it up to date.

Introduce clients to one practical place for the information that supports important family and planning decisions. Individuals and families maintain their own records.

A practical next step

Introduce Essetly when a client needs a clearer way to organise information after a meeting.

Maintained by the family

Families manage their own documents, insurance, property, accounts and contacts.

Clearer reviews

Clients can return to information that may have changed since the last appointment.

Value beyond one meeting

Help clients keep information organised while each household remains in control.

Your family needs answers,not filenames.

See what you have, what needs attention and who can access it. No hunting through folders.

So they never have to guess.

In a folder

policy_final_v3.pdf
renewal_notice.pdf
scan_2041.jpg
family_docs.pdf
untitled.pdf

In Essetly

Record

Home insurance

Provider

Recorded

Policy number

Recorded

Renewal

18 September 2026

Document

Linked

Access

Shared with a trusted person

We know this is personal.

You decide what is sharedand who can see it.

Read about security

Controlled sharing

Choose what to share and who can access it.

Protected information

Information is encrypted during transfer and while stored.

Optional connections

Connect external services only when you choose to.

Review before saving

Review imported information before changes are saved.

Interested in offering Essetly to your clients?

Talk with us about joining the advisor pilot.