Legacy Trail

Legacy Trail helps families find, notify and close accounts after a death – including the ones they may not know about.

After someone dies, families are often left dealing with a long list of organisations: banks, utilities, insurers, subscriptions, online services and more. Many assume they know what exists, but in reality, accounts are often opened online or forgotten over time.

Legacy Trail is designed to reduce the risk of things being missed.

We help families build a clearer picture of the accounts and organisations that may need to be dealt with, then manage the notification and closure process in one place. Instead of contacting each company individually, information is provided once and progress can be tracked step by step.

This means:

Fewer stressful phone calls and letters
Less reliance on memory at a difficult time
Reduced risk of bills continuing or issues surfacing months later
Greater confidence that everything has been properly dealt with

Families can use Legacy Trail directly, or be referred by funeral directors, employers or professionals as part of aftercare. Our approach is thorough and designed to bring a sense of completion, so nothing important is left.

Start finding and closing accounts