For funeral, probate and bereavement professionals

Give families a specialist digital-estate hand-off.

Create or refer a case without taking on the digital administration yourself. The person handling the estate remains in control of consequential decisions.

Professional adviser speaking with a client at a table
A clear specialist hand-off for families who need practical digital-estate support.

Create a case

Start a professional referral with the minimum initial details.

Keep authority clear

Opening or referring a case does not give the organisation authority to delete, memorialise or obtain data.

Case reference

Each referral receives a case reference so progress can be tracked appropriately.

Simple hand-off

Families receive one clear service covering discovery and managed resolution.

Professional pricing

Organisation-specific arrangements can be agreed privately without changing the public family service.

No passwords

Neither professionals nor families are asked to disclose passwords to use the service.

Professional case

Funeral home, solicitor, probate, care or bereavement organisation.

Create / refer a case

Already working with us?

Organisation login and case-status access will be enabled as the live portal is activated.

Organisation login