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Product

Four modules. One record of what happened.

Each module does one job. You send what you already hold, and Entrustt runs the rest.

01

Next-of-kin register

Customers name the people to tell and list what they hold. You keep the relationship, Entrustt keeps the register.

You sendCustomer reference and consent record
You receiveRegister status for each customer
Customer
Names next of kin and lists holdings
Entrustt register
02

Inactivity checks

You send the signals you already hold. Entrustt runs the clock, the check-in, the grace period and the escalation, using rules you set.

You sendActivity signals you already hold
You receiveA signed webhook at each step
Signal receivedclock starts
Check-in sentcustomer replies or not
Grace periodyour rules
Escalationto review
03

Reviewed disclosure

When the grace period ends, a person reviews the documents. Next of kin receive information only. Money moves through your normal estate process.

You sendNothing. Review starts on its own
You receiveThe review outcome and what was shared
Documents received
Person reviews
Information to next of kin
04

Audit and reports

Every step is logged. Export a dormant-account report for your compliance team.

You sendA date range
You receiveAn export for your compliance team
Example dormant-account report
ReferenceStatusLast step
cus_0001DormantCheck-in sent
cus_0002Under reviewGrace ended
cus_0003ResolvedCustomer replied

Example records.

Entrustt never holds or moves money.

Talk to us about a pilot.

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