Verify is designed to help you quickly and easily determine whether a legacy beneficiary has passed away. With access to the most up-to-date and verified mortality database with over 14 million deceased individuals, you can now obtain this crucial information in seconds.
Search for deceased individuals without having to speak to the deceased's family, removing any potential communication issues. Ensuring timely communication from your legacy management team, preventing any upset for families, and increasing efficiency by only communicating with donors at the right time.
Conditional wills are a great indication that your charity is being considered for a legacy gift by your donors, however, they can cause issues with forecasting. Checking the living status of the individuals included in the conditions, allows you to assess the gift allocation from the legators will and act accordingly.
Our tool enables you to instantly determine if a conditional gift has failed or if a life interest legacy status has changed. As a legacy manager, you understand how sensitive these conversations can be. With this service, you can access key details before engaging with lay executors, allowing you to either confidently close a case or continue discussions with greater sensitivity.
Key Features:
This new feature is available for £1,500 per year.
If you’d like to see how this service works or find out how this tool can transform your charity’s legacy management, please fill in your details below or speak to Alex Killen, who will be happy to walk you through the new service and its capabilities.
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