LB Legacy x Legacy Trail Partnership
The parts of a life that live online deserve just as much care.
You've trusted LB Legacy with the will, the probate, the paperwork that matters. Now let us take care of the rest; every bank, subscription and account your loved one held, with our partner Legacy Trail.
Exclusive to LB Legacy clients - 10% off with code LBLEGACY26
✓ Registered with the ICO
✓ UK-based support team
✓ Integrated with Tell Us Once
✓ 100% money-back guarantee
WHY WE'RE RECOMMENDING THIS?
Probate covers the estate. It doesn't close the Netflix account.
Alongside the legal work we handle, Wills, Probate, LPAs and Trusts, most families are left to separately track down and notify dozens of everyday accounts: banks, insurers, streaming services, loyalty cards, even old dating profiles. Legacy Trail does that searching and notifying for you, so nothing is missed and nothing is left exposed to identity fraud.
WHY THE TRAIL WORKS
Three steps, one form, no chasing.
01
Enter the details once
Add the name, address and date of birth of the person who has passed, your own contact details, and confirmation that you're authorised to act. Takes 5–10 minutes online, or 15 on the phone with a case manager.
02
Legacy Trail finds and drafts
Their system automatically discovers linked accounts and services, then drafts the notifications for each one. You review and approve with a click, or add anything they've missed.
03
Notified, tracked, closed
Thousands of organisations get notified securely on your behalf, including 'Tell Us Once', and you can track every notification's progress in one place.
WHAT GETS COVERED
Close, transfer or freeze accounts with thousands of organisations.
If it's linked to a name, date of birth or address, Legacy Trail can find it across every category below and many more.
✓ Banks & building societies
✓ Insurers & pension providers
✓ Credit cards & loans
✓ Utility companies
✓ TV, broadband & mobile
✓ Subscriptions & streaming
✓ Social media accounts
✓ Store loyalty cards
✓ Gyms & sports clubs
✓ Online dating services
✓ Charities
✓ And many more..
WHY THIS PARTNERSHIP
Legal expertise from LB Legacy.
Digital reach from Legacy Trail.
01
Automatic discovery
No need to remember every login, linked accounts and services are found for you.
02
Unlimited notification
One flat fee covers notifying every organisation that needs to know, however many there are.
03
Tell Us Once, handled
The government notification is taken care of alongside everything else, one less form to fill in.
04
Reduced fraud risk
Accounts left open after a death are a common target. Fast, secure notification closes that window.
05
UK based support
A real person by phone, email or live chat, never an automated queue.
06
Go at your own pace
Everything you enter is saved. Come back to it whenever you're ready, there's no deadline.
PRICING - ONE OFF, NO SUBSCIPTIONS
Search & Notify
A straightforward starting point to notify companies of a bereavement.
£79
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Notify unlimited companies
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Household account discovery, utilities & telecoms
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One-off payment, no hidden fees
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UK based support
LB Legacy clients:
10% off with LBLEGACY26
Deep Search & Notify
Full account discovery, so nothing gets missed.
£229
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Notify unlimited companies
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Full discovery; financial, insurance, subscriptions & more
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One-off payment, no hidden fees
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Upgrade to Guided at any time
Exclusive to LB Legacy clients: 10% off with code LBLEGACY26
Guided Deep Search
A fully managed service for those who'd rather we handle everything.
£379
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Notify unlimited companies
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Full account discovery
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Dedicated UK-based case manager
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One-off payment, no hidden fees
Exclusive to LB Legacy clients: 10% off with code LBLEGACY26
Choose the level of support you need.
MOST POPULAR
MOST POPULAR
"A huge help during a very emotional time. They found accounts we didn't even know existed and handled the notifications smoothly."
Cathy H, Guildford
"I was worried about missing something important, but they kept everything in one place and made the whole process straightforward."
Brendan T, Aberystwyth
COMMON QUESTIONS
Before we get started
No. Next of kin, or anyone authorised to act on behalf of the estate, can use the service. You don't need Grant of Probate to begin, though having it can speed up financial searches.
LB Legacy handles the legal side of an estate; Wills, Probate, LPAs and Trusts. Legacy Trail is a separate, independent service that finds and notifies the day-to-day accounts and subscriptions a person held, so the two work well together rather than overlapping.
The personal details of the person who has died, a copy of the death certificate, and your own contact details. You'll also complete a short identity verification step before anything is sent.
Yes. Everything is encrypted and stored in UK data centres, Legacy Trail is fully GDPR compliant and ICO registered, and information is never shared with third parties without consent.
Legacy Trail offers a 100% money-back guarantee, contact them within 14 days of the first notification being sent for a full refund.
Get In Touch
Let's take this off your list.
Speak to our team about which level of support is right for you, or start the process online in under ten minutes.
