NotifyNOW

Early Fraud Protection Via Automated Notification

Early & Automated Deceased Account Holder Notification

NotifyNOW automates and streamlines the process of securely registering, storing and reporting the passing of a recently deceased account holder to creditors, utilities, vendors, social and digital footprint.

Our secure, online platform helps prevent fraud at an early stage by ensuring identity is not stolen, financial records are not accessed, credit cards are not used by unauthorized parties, etc after death. This co-branded secure portal allows notifiers to enter the decedent’s creditor information in one location and upload a death certificate to be sent to creditors on the notifier’s behalf. The solution is also directly integrated with LegacyNOW, where the creditor information can also be directly pulled and quickly submitted for immediate notification.

Advisors now have a co-branded portal that can be used as a bereavement tool. By sharing NotifyNOW with the next of kin of the decedent, your firm builds its reputation as a compassionate care

organization.

Our specialists follow each case and work with the notifier and creditor to ensure all steps in the process and compliance with federal and state procedures are completed for each account. Clients can expect the same level of quality and service that they receive from your

firm.

NotifyNOW reduces the stress and

time-consuming financial responsibilities

of the executor tasked with the burden

of providing death notifications across all financial, personal, and digital accounts.

Benefits

How your firm benefits?

• Reduces repetitive processes

• Co-branded self-service portal

• Streamlines notifications

• Improved service/empathy

• Positive reputational impact

How your clients benefit?

• Eliminates multiple creditor contacts

• Reduces cost of multiple death certificates

• Lowers stress during time of grieving

• Privacy and security

• Risk/Fraud mitigation