Bereavement aftercare for funeral directors

You look after the funeral. LegacySteps looks after what comes after.

In the weeks after the funeral, the family has a dozen organisations to tell. LegacySteps gives them one place to do it, with the letters already written, every reply tracked, and your funeral account requested from the estate first. It carries your name, not ours.

Watch the three-minute walkthrough Offer it to your families

Ireland and the UK. One email to set a family up. Flat fee per family, no subscription. Been given a link by your funeral director? Go to the family page.

A funeral director and a family member going through the details together at a table

How it works

Nothing to learn and nothing to type. Copy us on the invoice, and the rest happens.

Copy us on the invoice

When you email the funeral account to the family, add your LegacySteps address in BCC. That is the whole set-up. We read the invoice, open the family's case and send the invitation in your name, usually within the hour. Prefer to do it at the arrangement? Press Family is here and talk; the form fills itself.

The family gets one place, from you

The invitation carries your name, opens with one tap and needs no password. It takes the family through what comes after the funeral one step at a time, and where the bank's requirements allow, it prepares the request to have your account paid from the deceased's own account before probate, with your invoice attached. A letter for every organisation that needs to know, in the family's name, sent from the same screen.

You see progress, not paperwork

Your dashboard shows each family: invited, opened, funeral account requested, paid. Nothing to chase and nothing to file. You never see the family's letters or the figures from the estate, and if a family would rather not use it, nothing happens.

What your families get

ToldAIB, 3 Oct

RepliedRevenue, 9 Oct

WaitingIrish Life

One list of everyone who needs to be told, with the letter for each already written.
Told, replied or still waiting against each organisation, with weekly reminders to any that have not replied.
When an organisation asks for its own form, a certified copy of the death certificate or proof of identity, a plain explanation and the covering letter to send with it.
A sheet for the registration appointment with everything the registrar will ask for.
Free to the family. Nothing is ever charged to them by us.
Details deleted six months after the case is closed, or sooner on request.

See the family walkthrough

What you get

Fewer calls in the weeks after the funeral, and a better answer when they come.
Your name and logo on every screen the family sees. LegacySteps stays in the background.
An assisted option for families who are not online, completed by your staff in a few minutes.
A dashboard showing each family's progress, without exposing their private details.
A flat fee per family you set up, invoiced monthly. No subscription, no minimum, no contract term. What you charge the family, if anything, is your decision.
Ireland or the UK, chosen per funeral home, with the organisations and letters for each.

Watch the funeral director walkthrough

Who gets told

The organisations a family in Ireland most often needs to tell, each with its letter and the documents it asks for. The UK list covers the equivalent bodies.

AIB

Bank of Ireland

Permanent TSB

Credit unions An Post

An Post

Revenue

Department of Social Protection HSE

HSE

Irish Life Zurich

Zurich

Aviva

Royal London

New Ireland

Standard Life

ESB / Electric Ireland

Bord Gáis

Irish Water

Vodafone Eir

Eir

Three

Sky

VHI

Laya

Irish Life Health

Local authority

SSE Airtricity Energia

Energia

Flogas

Virgin Media

Tesco Mobile

An Post Money Netflix

Netflix

Disney+

Spotify

Names and logos belong to their owners and are shown only to identify who a family may need to tell. No endorsement is implied.

What families have told us

“LegacySteps was extremely useful when I was telling the banks and the credit union about my mother’s passing.”

A son, after his mother’s death

“It was a great help with getting the letters and notes to the bank after our father died.”

A family, after their father’s death

Every family who has used LegacySteps so far has told us how much easier it made the job of telling the banks and other organisations.

Derek Fitzgerald, LegacySteps

Where the details are kept

A funeral director is putting their name on this and handing over a family’s PPS number. These are the answers to the questions that follow from that.

In Ireland

Stored on servers in the EU (Ireland region). Used only for the notifications the family chooses to send. Never sold, shared or used for anything else.

Seen only by those who need to

A family sees its own case. A funeral home sees only the families it set up, and their progress rather than the contents of their letters. Nobody else sees anything.

Deleted when done

When a case is closed the personal details are removed on a fixed schedule. Nothing sits in a database for years afterwards.

Questions

Does LegacySteps contact the organisations for the family?

Yes, in the family's name and only once they have chosen who to tell and pressed Send. Each letter goes by email from LegacySteps, or is printed to post, and the reply comes back into the case. Organisations that have not replied are reminded weekly in the family's name. LegacySteps tells each organisation about the death; it is not a direct connection into their systems. Many will reply asking for their own form, a certified copy of the death certificate or proof of identity before they act, and the case explains what is needed and gives the covering letter.

What does the family need to have to hand?

The death certificate (or the interim certificate), the PPS number, and any account or policy numbers they can find. The registration sheet in LegacySteps lists everything the registrar will ask for, so the certificate appointment goes smoothly.

Is it free for families?

Yes. The funeral director provides it.

What does it cost?

A flat fee per family you set up, invoiced monthly, with no subscription, minimum or contract term. Ring or email for the current rate. What you charge the family, if anything, is your decision.

How much work is it for my staff?

Under a minute per family: name, email and mobile, typed or said aloud. For an assisted case, your staff sit with the family and complete the three steps with them, typically fifteen minutes.

Can I try it first?

Yes. The walkthrough above runs on a sample family. If you would like your own account to try with a real family, ring or email and it will be set up the same day.

Is it a replacement for a solicitor?

No. LegacySteps handles notifications: telling organisations that someone has died and what they need to do next. Probate, wills and the estate itself remain matters for a solicitor.

Who is behind it?

LegacySteps was built in Ireland by Derek Fitzgerald after going through the process himself for a parent. It is offered to families through funeral directors, and only through funeral directors.