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
Product
Each module does one job. You send what you already hold, and Entrustt runs the rest.
Customers name the people to tell and list what they hold. You keep the relationship, Entrustt keeps the register.
You send the signals you already hold. Entrustt runs the clock, the check-in, the grace period and the escalation, using rules you set.
When the grace period ends, a person reviews the documents. Next of kin receive information only. Money moves through your normal estate process.
Every step is logged. Export a dormant-account report for your compliance team.
| Reference | Status | Last step |
|---|---|---|
| cus_0001 | Dormant | Check-in sent |
| cus_0002 | Under review | Grace ended |
| cus_0003 | Resolved | Customer replied |
Entrustt never holds or moves money.