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You mention Legacy Trail, hand over a card or flyer, or add a link to your bereavement page.
Something to offer every family, at no cost to them
Give the vulnerable customers you serve a free service that notifies companies of a bereavement, and an optional account discovery service that helps find accounts they may have missed
Free for every family
No upfront costs, no hidden fees, no pressure to sell. Just a simple, transparent service that helps families navigate bereavement with compassion and ease.
Support that continues after you
Show you care about the well-being of the family, even after the funeral arrangements are complete. We help families through the entire process, from initial notification to financial search and beyond.
You share in anything they choose to add
Some families choose to add a financial search or ask us to handle everything by phone. When they do, you receive 20% of what they pay. Nothing to invoice, nothing to chase.
Who we work with
- Funeral Directors
- Legal Professionals
- Employee Benefit Providers
- Charities
- Care Homes
How it works
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The family registers and uses the free service. Nothing is asked of you.
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If they add a paid service, your share is tracked and paid automatically.