Key Information
Names, dates, NHS number, National Insurance number, occupation, parents' names. The fields a registrar or a solicitor for the executor will ask for, in one place you can read from over the phone.
Feature · Information & Documents
A structured place for everything you need after a death
Key information, documents, account details, and the location of physical items, all organised and shareable with the people who need them. With AfterLoss, you keep them in one place.
At a glance
Five connected places, one workspace. Key Information, Documents, Whereabouts, Contacts, Digital Accounts.
Start a case →The situation
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.
What AfterLoss gives you
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.
Five connected places, one workspace
Each is its own area inside an AfterLoss case.
Documents
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.
Whereabouts
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. Includes where the will is kept, if you have written one.
Contacts
The solicitor, the funeral director, the doctor, the close family. Roles named so that anyone on the case knows who to ring.
Digital Accounts
Email, banking, subscription services, social media. What exists, what to close, what to memorialise. Covers digital legacy planning and legacy contact settings on the major platforms.
How it fits
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.
Try AfterLoss when you're ready
No deadlines. No time pressure. Clarity when you need it.