Taking the stress out of account closures after a loss
Handling a loved one's accounts after they pass can be overwhelming. Legacy Trail simplifies this process with our caring, reliable service that closes or transfers accounts seamlessly, giving you peace of mind during a difficult time.
Working with over 1,000 organisations
Including full coverage of energy providers, banks and insurers.
Benefits
Partner Benefits
- Expand your service offering: Differentiate your practice by offering cutting-edge solutions that reduce the administrative burden for bereaved families.
- Additional Revenue Streams: Earn commission on successful referrals, and subscription-based models to earn more per case.
- Strengthen Client Relationships: Position themselves as a trusted adviser by providing comprehensive support beyond traditional services.
Client Benefits
- Notify over 1,000 companies
- Save hours with one simple process
- Integrates with Tell Us Once
- Industry-first technology
- Reduce identify fraud risk
