Helping people navigate
the estate process through
secure online services.
Estate Management
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.
The Estate Registry Suite of Services
Digital Estate Planning Platform
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
- Reduces customer stress by organising estate matters in a digital vault
- Enables sharing with other service providers and family members
- Allows the Executor to access the most up-to-date financial information of the deceased
Easier Digital Notifications to Creditors by Executors
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
- Eliminates multiple creditor contacts
- Reduces the cost of having to provide multiple death certificates
- Lowers stress during time of grieving
- Reduces risk and fraud
Get Inheritance Money Faster with Inheritance and IHT Loans
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
- Fast - customers get their estate ftax paid and/or receive a portion of their inheritance funds in as little as 24 hours
- Flexible - we tell applicants how much we can loan, and they choose how much they would like to receive depending on their needs
- No hidden fees - the terms of our loans are simple and agreed
How Our Partners Benefit
Add Value
Each Estate Registry service provides you more ways to be a valuable resource for your customers.
New Revenue
Our services provide you a new revenue source at little to no cost.
Enhance Your Brand
You can provide our services through a secure, co-branded web portal, enhancing your own brand in the process.
