Holdfast Firm

Digital estate planning
for solicitors
and estate planners.

Your clients' digital lives are worth more than their physical estates. Holdfast lets you offer digital estate management as a service — without ever seeing inside the vault.

Get started — £399/yr Sign in to dashboard →
Zero-knowledge — you never see contents
No client liability
Clients set up in minutes
Client dashboard Firm
12
Total
10
Active
1
Attention
Margaret Ellis
Last check-in 2 Apr 2026
Active
James Okafor
Next due 8 Apr 2026
Due soon
Invitation sent
client@email.com
Pending

How it works

Four steps.
No liability.

The whole process takes minutes to set up per client. Holdfast handles the technology — you handle the relationship.

01
Introduce Holdfast during estate planning
During a will, trust, or probate engagement, recommend Holdfast as part of a complete digital estate plan. You invite the client directly from your dashboard.
02
Client sets up their vault independently
The client creates their own encrypted vault, sets their own passphrase, and nominates recipients — including you. You never see the passphrase or any contents.
03
You monitor check-in status, nothing else
Your dashboard shows metadata only — whether the client is checking in, how frequently, and whether any action is needed. No credentials, no documents, no liability.
04
On delivery, you receive access alongside the family
If the client stops checking in, their vault is automatically delivered to all named recipients — including you. You receive a 30-day access link, protected by their passphrase.

Zero-knowledge architecture

You never see inside the vault.
By design.

All vault contents are encrypted client-side before leaving the browser. Your dashboard shows only check-in metadata — never credentials, documents, or personal messages. This is not a policy choice — it is a technical guarantee.

What you get

Built for
professional practice.

Everything a firm needs. Nothing that creates liability.

📋
Multi-client dashboard
See all connected clients in one view. Status, last check-in, next due date, and frequency — at a glance. Alerts surface clients who need attention before problems escalate.
✉
Invitation flow
Send a secure invite directly from your dashboard. Clients receive a personalised email from you — or your firm — with a one-click setup link. No IT setup required on their end.
🔒
Auto-added as recipient
When a client accepts your invite, you are automatically added as a protected recipient on their vault. The client cannot remove you. On delivery, you receive their full encrypted vault — the same package sent to all recipients.
🔔
Escalation visibility
When a client misses a check-in, Holdfast sends them automated escalation emails. Your dashboard flags the status change in real time — so you can follow up directly if needed.
📁
Clients receive Personal plan
Every client you invite receives a full Personal plan at no cost to them. Unlimited entries, up to 4 recipients, weekly or monthly check-in. You cover the subscription — they get the service.
⚖
No liability by architecture
You never store, transmit, or have access to client credentials. Holdfast's zero-knowledge model means your firm cannot be compelled to produce data it was never able to access.

Pricing

One seat.
Unlimited clients.

A single Firm subscription covers your entire client roster. No per-client fees.

Monthly
£39
per month, billed monthly
 
  • Unlimited clients
  • Full client dashboard
  • Invite & revoke clients
  • Auto-recipient on all client vaults
  • Check-in status & alerts
  • Clients receive Personal plan free
  • Early adopter rate — guaranteed 36 months
Get started
Annual
£399
per year, billed annually
Save £69 — equivalent to 2 months free
  • Everything in Monthly
  • Best value for ongoing practice
  • Single annual invoice
  • Early adopter rate — guaranteed 36 months
Get started

Early adopter rate guaranteed for 36 months from start date. After 36 months, moves to standard rate (£799/yr) with 90 days' written notice.

Ready to start?

Your clients' digital estates
deserve the same care as their physical ones.

Set up in minutes. Invite your first client today.

Create your Firm account →
© 2026 Holdfast. A Nexus Company. All rights reserved. Registered with the ICO · UK-based service · Company No. 17126982