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.

How long does the process take?

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.

What information do I need to provide?

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.

Do I need to set everything up in one go, or can I come back to it?

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.

What types of accounts and services can you help with?

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.

What about Tell Us Once?

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.

Is my information secure?

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.

What happens if I'm not happy with the service?

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.

What happens after I have notified the companies of the death?

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.

How will I know an account has been closed?

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.

Can you help if I'm not based in the UK?

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.

Do I have to be an executor to be able to close accounts?

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.

Can I use Legacy Trail if probate hasn't been granted yet?

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.

Can someone talk me through the process?

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.

Coles Funeral Directors

Item: Legacy Trail
Rating: 5
Author: Brendan T

Legacy Trail are proud to partner with Coles Funeral Directors to help make finding and notifying companies after a bereavement simpler. Our service takes the stress out of contacting banks, utilities, and other providers - so you can focus on what matters most.

Start notifying accounts

Find out more

From £79

Use code COLES26

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.

Why choose us?

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

Choose Search & Notify

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

Choose Deep Search

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

Choose Guided

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.