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AfterLoss case

A case is the workspace AfterLoss organises everything around. It holds the deceased person's information, the documents collected, the people working on it, the communications sent, the funeral arrangements, and the steps still outstanding. One case per death, or one case per person being planned for.

What it does

The case carries the structure that makes the bereavement workable: a phased task list keyed to UK procedure (registration, then notifications, then probate, then estate administration), a place for the documents the executor or administrator will be asked to produce, a record of what has been done and by whom, and an inbox of suggested next steps. Tasks are aware of jurisdiction: an England and Wales case routes through the Grant of Probate; a Scottish case routes through Confirmation; a Northern Ireland case follows its own forms.

What problem it solves

Bereavement administration is roughly a hundred small steps spread across thirty organisations and several months. People typically attempt it from a notebook, a sprawling email thread, or a stack of letters on the kitchen table, and the work suffers because nothing connects to anything else. The case is the connective tissue: the same person's NHS number that was needed for the registrar is the one a pension provider will ask for two weeks later, and the case knows that.

Where it sits in the procedural sequence

The case is the umbrella; every other AfterLoss feature is a surface inside it. The first-week procedural sequence maps onto the case's early phases; probate, inheritance tax, and the longer estate work map onto later ones.

Public access

The interactive walkthrough at afterloss.uk/demo shows the case workspace without an account. To run a real case (with documents, people, and progress that persists), sign up.

Use this feature

Start a case, or see the demo first.