Feature — Correspondence

Pre-populated letters ready to send, drawn from your case data.

You have already entered the estate details. The platform uses that information to generate accurate, consistent notification letters for every organisation you need to contact.

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Letters included

Every standard notification letter, pre-populated.

  • Notification of death — banks and building societies
  • Request for date-of-death balance and account closure
  • Notification to insurance companies
  • Letters to pension providers
  • Notification to HMRC — income tax and inheritance tax
  • Notification to utility companies and subscription services
  • Chasing and follow-up letters
  • Progress updates to beneficiaries
  • Executor's covering letter to the Probate Registry

What this means for you

  • You send letters in minutes rather than hours
  • You maintain consistent language and accuracy across your team
  • You have a complete record of all correspondence sent and when
  • You spend less time writing and more time progressing cases

How it works

Letters are generated from the case data you have already entered — the deceased's details, the estate assets, the organisations to notify.

You select the letter type, review the pre-populated content, make any adjustments, and send. The platform logs each communication against the case record so you always have a clear picture of what has been done.

Stop writing the same letters by hand.

Start your first case and see correspondence generated automatically from your estate data.

Start your first case Book a demo