NotifyFlow
Telling banks and other organisations about a death means the same details, over and over. NotifyFlow prepares a formal notice and emails it to each organisation you choose, and keeps a record of what was sent.
NotifyFlow is part of Flow Estate and is used by law firms on the estates they administer.
How it works
Three steps
- 1
Enter the details once
Pick the estate, your relationship to the deceased, the reasons for the notice and the probate status.
- 2
Choose the organisations
Select the organisations to notify from Flow Estate’s list. Each is emailed separately.
- 3
Keep the record
Each notice is recorded with the organisation and the date sent, and you get a reference code.
- One form, several organisations
- Enter the details of the death once, choose the organisations to tell and why (closing accounts, stopping services, claiming funds, transferring ownership), and send.
- A formal notice for each
- Flow Estate prepares a notification letter as a PDF and emails it to each organisation you chose, with a copy to you.
- The death certificate attached
- For banks, the law firm sends a formal notice from the estate with the death certificate attached, asking the bank’s estates team to contact the lawyer.
- A record of what was sent
- See which organisations have been sent a notice, and when, on the estate. Replies come to the lawyer’s own email.
Good to know
- Flow Estate records that a notice was sent. It doesn't yet track the organisation's reply, whether accounts were frozen, or what they ask for next.
- Organisations are emailed directly. Flow Estate has no special arrangement with them.
- Notices can't be recalled once sent.