Test Firm
If something happened tomorrow, would your family know where everything is?
Your Family Financial Hub keeps the papers, the policies and the people in one place, and shows what is still missing. Test Firm sets it up and looks after it with you.
Your papers, read and written down
Digital Companion reads each document into records, and every figure links to the sentence it came from.
What is still missing, said plainly
A short list of what would matter on the worst day, and what each one needs.
Shared as far as you choose
Your family, your solicitor, your accountant: each sees only the part you give them.
How it works
Test Firm sets it up
Nothing to install and nothing to pay for.
The paperwork goes in
Each document is read, and Test Firm checks what it says before it counts.
It stays useful
When something changes or is missing, it says so.
How it is kept
Encrypted with a key that belongs to Test Firm alone, and nothing you record is sold, shared or used to train anything. It does not give advice: where it works something out it says so, and to speak to Test Firm first.