Everything in one place, and you can see where each one stands.

When someone dies, a dozen or more organisations need to be told. LegacySteps lets the family enter the details once, prepares a letter for each organisation they choose, and shows who has been told, who has replied, and what is still to do.

Your funeral director's or credit union's number

Your funeral director or credit union gives you this number. It links your case to them, so they can help if you need it.

I already have a case: sign in Watch the three-minute walkthrough

Free. Your funeral director provides it, and you are never charged by us. No app to install, no password to remember.

A couple at a kitchen table going through letters together

How it works

Three short steps, about five minutes the first time. After that, you only open it when something needs you.

Your funeral director sets you up

They add your details as you talk at the arrangement, and you either scan a code with your phone there and then, or receive a link that opens your case with one tap. No app to install, no password to remember. It works on a phone, a tablet or a computer.

Check the details once

Whatever your funeral director already has is filled in for you to confirm. Then tick who needs to know: the bank, Revenue, Social Protection, the pension, the insurers, the ESB, the phone company and more. Every box has a microphone, so you can say it instead of typing, and a photo of the death certificate fills in the details for you.

Send, and see where each one stands

A letter is written for each organisation, in your name, and one button sends them all. Each shows told, replied or still waiting. Many will reply asking for their own form, a certified copy of the death certificate or proof of identity; your case tells you what is needed and gives you the covering letter.

What you will have to hand

The death certificate, or the interim certificate from the hospital or coroner. The PPS number. Any account or policy numbers you can find; if you cannot find them, the letter still goes and the organisation will look them up. The registration sheet in LegacySteps lists everything the registrar will ask for, so the certificate appointment goes smoothly.

ToldAIB, 3 Oct

RepliedRevenue, 9 Oct

WaitingIrish Life

The letters are written for you, in your name. You choose who is told and press Send; letters go by email, or print for you to post, so nothing goes anywhere you have not chosen.
Each organisation shows told, replied or still waiting. Any that have not replied are reminded weekly in your name.
LegacySteps tells each organisation about the death; it is not a direct connection into their systems. When one asks for its own form, a certified copy or proof of identity, your case explains it in plain words and gives you the covering letter to send with it.
If you would rather not do it online, ask your funeral director: their staff can complete it with you.
Your details are deleted six months after the case is closed, or sooner if you ask.

An older person's hands held in a younger person's hands

Take it at your own pace

Nothing has to be done today. Your case stays where you left it, every letter is already written, and a weekly note tells you what has come back. If you are not sure about something, the Ask button answers in plain words, and your funeral director can see how you are getting on and help if you need it.

Not sure where to start? Read what to do when someone dies in Ireland, with a checklist you can print, and who to tell after a death.

"When my parent died it took me the best part of a year to sort the paperwork. The hardest part was not any one letter. It was keeping track of who I had told, who had come back, and who was still waiting. I built LegacySteps so that no other family has to hold all of that in their head."

Derek Fitzgerald, founder

Who gets told

The organisations a family in Ireland most often needs to tell, each with its letter and a note of what it usually 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

You are trusting this with the details of someone you loved, and with your own. 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. A few named providers outside the EU handle one job each under contract, such as delivering an email or a text; the privacy notice lists them.

Seen only by those who need to

You see your own case. Your funeral director sees how far along you are, never the contents of your letters or replies. 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 prints to post, and the reply comes back into the case, so each shows told, replied or still waiting. Organisations that have not replied are reminded weekly in the family's name. Many organisations still need their own form, a certified copy of the death certificate or proof of identity before they act; the case says when, and gives the covering letter.

What does the family need to have to hand?

The death certificate (or the interim certificate) and the PPS number. Account and policy numbers help but are not needed: the letter gives the name, address and date of birth, which is enough for an organisation to find the account. 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.

Who can see my details?

You, anyone you invite to help with the case, and your funeral director's office, which sees progress rather than the contents of your letters. Nobody else. Details are stored in the European Union and deleted six months after the case is closed, or sooner if you ask.

What if I would rather someone helped me?

Ask your funeral director, or press Ask them to ring me inside your case. Their staff can go through it with you in person or on the phone.

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.