Opening your dashboard…

Welcome. Let us get you set up.

Five short steps, one at a time. Take them at your own pace; you can skip anything and come back to it under Your team.

Step 1 of 5

You are signed in

That is the first step done. From now on, anyone at signs in the same way: go to www.legacysteps.ie, press Sign in, type your number , tap their name, and type the six-digit code that arrives in your funeral home's email. No passwords to remember.

Would you like me to walk you through it?

A two-minute tour of the dashboard's three tabs, one thing at a time. You can pause it, go back, or stop at any point.

Step 2 of 5

Get paid, and put your name on it

Two things that make a real difference. Both take a minute.

Your bank details

When a family asks their bank, credit union or insurer to pay the funeral account from the deceased's money, the request tells them exactly where to send it. That is usually the quickest way to be paid.

Account name

BIC (optional)

IBAN

Your logo

This matters. Your logo goes on every screen the family sees and on every letter and email sent in their name, so the service is yours, not ours. PNG or JPEG, up to 2 MB; a wide logo on a white background works best.

No logo yet

Check the name and phone number families will see

Name shown to families

Phone shown to families

Step 3 of 5

Add your colleagues

First names only. Anyone you add signs in with your number and taps their name; the code still goes to your organisation's email, so nobody needs an email address of their own. Everything a person does is recorded against their name, and you can remove a name the day someone leaves.

Step 4 of 5

Send us your first family

You do not have to set families up yourself. Send us the details and we do it in your name; the family reads and agrees to the terms on their own screen before anything is sent.

Copy us on the invoice

When you email the funeral account to the family, add your LegacySteps address (it is on the Set up a family tab) in BCC. We read the invoice, set the family up and invite them in your name, usually within the hour, with the request to have your account paid prepared for them. No invoice yet? Email derek@legacysteps.ie the deceased's name, the date of death, and the family member's name, email and mobile. Each family appears on this dashboard once it is set up.

Or do it yourself

At the desk, press Dictate and talk through the arrangement as normal; the form fills itself and the family member ticks the agreement on their own phone. Or read several families out at once from your files.

Let them start

Give the family your number, . They enter it at www.legacysteps.ie/families and your name is on every screen.

Share with a family

Step 5 of 5

Then leave it to run

The family is invited in your name, by email and by text.
Their letters go out, replies come back into their case, and anyone who has not replied is chased every week.
You see each family's progress on your dashboard, and you get an email only if a family stalls.
When a family's letter to you goes out, it appears at the top of your dashboard, so you know a claim or a query is on its way.
To be paid sooner, send us your invoice with the family's details, or open the family and attach it. The family lists where the money is and the request goes to the bank with your invoice and bank details.
Payment requests are on the Getting paid tab of your dashboard. When the money lands, press Paid in full.
Stuck at any point? Press Ask a question at the top of the page, type or say it, and the answer appears in seconds.

Families

Who may need a call from you, and where every family stands. If nobody is in the first list, there is nothing for you to do.

0 this month0 this year0 using it0 all timeYour number —

Your families

Deceased	Date of death	Family contact	Status	Progress	Funeral account

Open a family to book the registration, add your invoice and see who has been asked to pay you. You can see whether each family has started and how far they have got, never what they enter. That is by design and is what we tell families.

We set families up for you.

Copy your LegacySteps address in BCC when you email a family their funeral account, and we set them up in your name, usually within the hour. Use the options below only if you would rather do it yourself.

At the arrangement, press Family is here and talk as normal. LegacySteps fills in the details and writes the death notice, and the family scans a code to agree on their own phone. Or add several families at once further down.

Set up a family's account

Fill this in with the family member. At the end, turn the screen to them so they can read the agreement and tick it themselves. Nothing is saved until they have.

Rather talk than type?

Press Dictate and have the conversation as normal. The words appear below as you go. When you are done, press Fill in the form and check what it put in. It also writes the death notice, ready to copy into RIP.ie. Nothing is recorded or kept; only the words you see are used.

First name of deceased

Surname of deceased

Date of death

Family member's name

Family member's email

Family member's mobile (optional; the invitation also goes by text)

Details for registering the death (optional now; saves the family repeating them)

Date of birth

Place of birth (town and county, or country)

Last address

Place of death (hospital, home, nursing home)

Occupation (or former occupation)

Maiden name (if any)

Civil status

Mother's full name (including maiden name)

Father's full name

Assisted case. A member of staff will complete this with the family and can see everything in it. Email can be left blank if the family member has none.

Account created

An invitation email goes to the family automatically. If you would rather send it yourself, or want to add a personal note, here is the wording:

Your team

Funeral home details

Name shown to families

Contact email

Phone shown to families

Address

Your logo (shown at the top of every screen the family sees)

No logo

PNG or JPEG, up to 2 MB. A square or wide logo on a white background works best.

Suggest a valuer for the panel

When a house or land goes through probate, the family needs a written valuation at market value on the date of death. Families see the licensed valuers on the LegacySteps panel for their county. If there is a local valuer or auctioneer you trust and would like your families to be offered, tell us here. We invite the firm onto the panel on the usual terms and let you know when it is listed.

Firm

Contact name (optional)

Phone

Town

Billing

LegacySteps bills you €40 per family, inclusive of VAT, once a month by card or direct debit. You add your payment details once here; after that every monthly invoice is collected automatically and emailed to you. What you charge the family, if anything, is your own decision.

Your VAT number (so your invoice is correct)

Irish organisations are charged 23% VAT. Those outside Ireland that give a valid VAT number are billed under the reverse charge, with no VAT added.

Your card or bank details are held by Stripe, our payment provider, not by LegacySteps. One statement a month, for the families set up that month.

Your number, link and code

Families reach you by your number, by your link, or by scanning this code on your screen. Everything for sharing them is on the Share with a family page.

Your number

Your link