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Enter details once
Add the name, address, date of birth, and any other relevant details of the person who has passed away, along with your own contact information and confirmation of authority.
The easiest way to find and inform accounts and services of a bereavement
Handling a loved one's accounts after they pass can be overwhelming. Legacy Trail simplifies this process with our caring, reliable death notification service that identifies and notifies account and service providers seamlessly, giving you peace of mind that nothing is missed during a difficult time.
Automatic account discovery
We'll find linked accounts and services for you - saving time and stress.
Notify unlimited companies
We work with thousands of organisations to cover the widest range of account and service providers.
Save hours with one simple process
Cut down more than 20 hours of admin so you can focus on what really matters.
Integrated with Tell Us Once
We'll notify 'Tell Us Once' on your behalf - one less task on your list.
Reduce identity fraud risk
Help minimise the risk of identity fraud by quickly and securely notifying the right organisations.
UK-based support team
Our friendly support team is here to support you by email, live chat, or phone.
About Legacy Trail
Below is a short video about Legacy Trail, how it works, and why we're the best choice for your bereavement administration.
What we cover
Close, transfer or freeze accounts with thousands of organisations.
- Banks & Building Societies
- Insurers
- Pension Providers
- Credit Cards & Loans
- TV & Broadband
- Mobile Networks
- Online Dating Services
- Subscriptions
- Utility Companies
- Gyms & Sports Clubs
- Store Loyalty Cards
- Charities
- Social Media
- Streaming Services
- And many more...
How it works
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Select notifications
We identify and draft notifications for each account that we find. Review and approve these with a click of a button and add any additional ones that you need us to send.
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Send and track
We securely notify the appropriate account providers and keep you informed at every stage. You can track progress in real time in your account.
Choose the right service for you
Choose the level of search and support that's right for you - from straightforward notifications through to full account discovery and a dedicated case manager.
Search & Notify
The perfect starting point to notify companies of a bereavement.
£79
Notify unlimited companies
- Household account discovery - utilities and telecoms
- One-off payment - no subscriptions, no recurring charges, and no hidden fees
- Upgrade to Deep Search & Notify at any time
- UK-based support
Most popular
Deep Search & Notify
Make sure nothing gets missed with our full account search and notification service.
£229
Notify unlimited companies
- Full account discovery - financial, insurances, subscriptions, utilities, telecoms and more
- One-off payment - no subscriptions, no recurring charges, and no hidden fees
- Upgrade to Guided Deep Search & Notify at any time
- UK-based support
Guided Deep Search & Notify
A fully managed service - perfect for those who'd prefer us to take care of everything.
£379
Notify unlimited companies
- Full account discovery - financial, insurances, subscriptions, utilities, telecoms and more
- One-off payment - no subscriptions, no recurring charges, and no hidden fees
- Your own dedicated UK-based Case Manager available by phone or email
Not sure which service is right for you?
Give us a call on 01202 144900 to discuss your needs or find out more below about Legacy Trail and why we're the best choice.
Testimonials
"A huge help during a very emotional time. They found accounts we didn't even know existed and handled the notifications smoothly. It meant we could focus on our family instead of admin. Truly grateful for the support. Thank you!"
Cathy H, Guildford
"I can't recommend Legacy Trail enough. I was worried about missing something important, but they kept everything in one place and made the whole process straightforward. The team were kind, responsive, and made me feel supported from start to finish."
Brendan T, Aberystwyth
Frequently asked questions
Here are some of the most frequently asked questions about our service. If you have any other questions, please contact us directly.
- We are a team of experienced professionals in the UK who are dedicated to helping families find and inform accounts and services of a bereavement.
- Getting set up is quick and easy. If you're doing it yourself online it typically takes just 5-10 minutes. If you're using our telephone service we'll aim to have your dedicated case manager call you within the hour for a setup call which should take around 15 minutes. Once we've completed the setup, we'll send out notifications to the relevant accounts and services on your schedule, and keep you updated on progress. Our account discovery searches start coming back immediately, but deeper financial searches often take longer.
- To get started, we'll need a few things from you:
The personal details of the person who has died, along with your own contact details. You'll also need to provide a copy of the death certificate - we can't begin searching for accounts or sending notifications until we have this.
We'll also ask you to confirm that you're authorised to act on behalf of the deceased, and to complete a quick identity verification step. Occasionally, a specific company may ask for extra details like an account number - we'll flag this if it comes up.
We'll also need you to confirm that you are the person authorised to act on behalf of the deceased, that you have the authority to instruct us to send notifications on your behalf, and complete our simple identity verification step. - There's no need to do it all at once - everything is saved as you go. Just come back to it whenever you're ready and pick up where you left off. There's no rush, and no pressure to do everything at once.
- We can assist with UK financial institutions such as banks, building societies, pension providers, and insurers. We can also notify utility companies, subscription services, social media accounts, and many other types of accounts. If you can't find the account you're looking for, please let us know and we'll do our best to help.
- Tell Us Once is a government service that lets you report a death to most government organisations. We can take care of notifying Tell Us Once for you, or if you prefer, you can do this yourself.
Legacy Trail is a separate, independent service and is not linked to, or a replacement for, Tell Us Once. - Yes, we take security very seriously. All your information is encrypted and stored securely in UK data centres. We follow industry best practices for data protection, are subject to regular security audits by external security experts, and of course we never share your personal information with third parties without your explicit consent. We are fully compliant with the GDPR and Data Protection Act 2018, and are registered with the Information Commissioner's Office (ICO). Additionally, we perform identity verification on all of our customers during case creation to ensure that we are only sharing information with those who are permitted to access it.
- We're confident that you'll be happy with the service, but if you're not, we offer a 100% money-back guarantee. Just contact us within 14 days of us sending your first notification and we'll refund you in full. We're always happy to discuss any issues you may have and work with you to resolve them as quickly as possible. We also welcome feedback to improve our service.
- Every company is different. Some will require more information than others. We aim to make sure that accounts are closed as seamlessly as possible, however there will sometimes be companies who want to double-check information directly with you before acting on the closure request.
- The company or service that we notify will contact you directly to let you know once the account has been closed successfully. If you have questions about an ongoing notification, please contact us and we will do our best to find out where things stand.
- We can. In fact, the service is particularly useful for people who are based outside the UK but are dealing with the estate of a UK resident. However, we won't be able to help if the person did not reside in the UK.
- No, not necessarily. Many companies will accept notifications from next of kin or anyone authorised to act on behalf of the deceased's estate. During setup, we'll confirm your authority so that we can ensure all notifications are sent correctly.
- Absolutely. Grant of Probate is not a requirement for using Legacy Trail. However, if you do have Grant of Probate, Grant of Authority (Scotland), or a Letter of Administration then providing these can help speed up account discovery searches.
- Yes. We can provide a free consultation. We'll talk through your situation, explain how we can help, and there's absolutely no pressure to sign up.
We also have a guided service you can access for an additional fee. During this process someone will guide you through every step over the phone. This service is particularly useful if you're not comfortable using the online service or if you need someone to help you through the process.
Click here for a free consultation.