Feature · Information & Documents
Where is the will, the NHS number, the bank statements, the house keys? AfterLoss organises key information, documents, account details and physical items in one place, shareable with the people who need them.
Five connected places, one workspace. Key Information, Documents, Whereabouts, Contacts, Digital Accounts.
Start a case →When someone dies, you collect things from many places. The medical certificate from the hospital. The death certificate from the registrar. Bank statements, the will if you can find it, pension paperwork, the deeds to a house. Family members ask where the house keys are, where the pet is, who the solicitor is. You answer the same questions over and over.
An AfterLoss case has five connected places to put what you collect. Each is structured around a real question family members ask: what do I need to know, where is the document, where is the thing itself, who can help, and what about online accounts. Everything stays in one workspace, with the people you've added to the case able to see what they need to see. Our estate planning checklist covers the wider list of papers worth gathering before they are needed.
Each is its own area inside an AfterLoss case.
Names, dates, NHS number, National Insurance number, occupation, parents' names. The fields a registrar or a solicitor will ask for, in one place you can read from over the phone. Our guide on executor responsibilities sets out what the executor will need from this section.
Death certificate, certificate for burial or cremation, will, marriage certificate, deeds, pension statements. Upload once, link to the relevant case sections, share with the executor or solicitor when needed. Our guide on getting a copy of a will covers where to look once probate is granted, and what to do if no will turns up.
Where the safe is, where the spare keys are kept, where the pet is, where the car is parked. The physical locations that are obvious to one person and a mystery to everyone else. Our guide on where to keep a will covers the trade-offs (home, solicitor, Probate Service) so the document can actually be found when needed.
The solicitor, the funeral director, the doctor, the close family. Roles named so that anyone on the case knows who to ring.
Email, banking, subscription services, social media. What exists, what to close, what to memorialise. Our guide on digital legacy walks through the legacy contact settings on the major platforms and the steps to take while you still have access.
Information and documents sit alongside the rest of an AfterLoss case: the communications scripts for telling organisations someone has died, the funeral wishes view, and the team members and successors who will need access. When the time comes for probate, the documents collected here feed directly into the PA1P probate form and the IHT400 inheritance tax return. Everything is part of the same case workspace. Our guide on claiming life insurance lists the documents most insurers ask for, which families often store here for that reason.
No deadlines. No time pressure. Clarity when you need it.
