Our secure, cloud-based services directly benefit financial advisors, funeral professionals, estate planners, and probate solicitors by streamlining estate planning operations and customer communications. Our suite of products contributes to your success in building long-term relationships.
LegacyNOW provides digital estate planning especially created for financial advisors, funeral professionals, estate planners, and solicitors. LegacyNOW is the tool that provides estate and trust practices with an enterprise-grade solution to help plan, maintain and support their customers’ financial affairs.
Key Benefits
NotifyNOW brings modern simplicity to the antiquated process of paper-based creditor notification by reporting the death of an individual to their creditors, subscription service providers, utilities etc. Our secure online platform allows notifiers to upload a single death certificate for multiple notifications to various parties.
Key Benefits
Two ways we help people InheritNOW
Inheritance Loans
Beneficiaries who are waiting for probate to complete can get a portion of their inheritance immediately with an inheritance loan. No need to wait months for the estate administration process to conclude.
Inheritance Tax (IHT) Loans
For executors and administrators managing estates liable for inheritance tax, we provide immediate funding to settle HMRC obligations, enabling the probate process to proceed without delay.
Key Benefits
Each Estate Registry service provides you more ways to be a valuable resource for your customers.
Our services provide you a new revenue source at little to no cost.
You can provide our services through a secure, co-branded web portal, enhancing your own brand in the process.
