AfterLoss information and document management

This is the AfterLoss feature for collecting, storing, and sharing the structured information that everyone working on a death will need: the deceased's particulars, the official documents, the location of physical things, the people involved, and the digital accounts left behind. It is one capability with five practical surfaces inside an AfterLoss case.

What it does

Key Information holds the fields a registrar, solicitor, or pension provider asks for: full name, date and place of birth, NHS number, National Insurance number, occupation, parents' details. Read once over the phone instead of hunted through paperwork each time.

Documents is the place to upload the medical certificate of cause of death, the certificate for burial or cremation, the will, the grant of probate when issued, and the supporting forms (such as IHT400, PA1P, PA1A or PA1S). Documents can be linked to specific tasks and shared with the people on the case.

Whereabouts records where things physically are: the safe, the spare keys, the deeds, the pet, the car. The questions family members ask each other repeatedly in the first weeks; written down once.

Contacts lists the people the case needs to ring or email, with their role: the solicitor, the funeral director, the doctor, the close family.

Digital Accounts records what online services exist, what should be closed, and what should be memorialised. See digital legacy and legacy contacts for the procedural background.

What problem it solves

The information needed to settle an estate is collected from many places (the hospital, the registrar, the bank, the loft) and used by many people (the executor, the solicitor, the funeral director, family members) over several months. Without somewhere structured to put it, the same questions are asked repeatedly and the same answers given repeatedly.

Where it sits in the procedural sequence

This feature underpins almost every other piece of the work: see where to keep a will for the planning-side framing, and how to apply for probate for the documents the executor is expected to produce.

Use this feature

Start a case to use this with your own information.