Charities Platform

Empowering charities with streamlined communication and faster legacy payouts in probate matters.

A Dedicated Platform for Charities

Collaborate seamlessly with probate practitioners, executors, co-beneficiaries and your charity team to manage legacies in the cloud. SenseCheck offers a dedicated platform that serves as a central source of truth for your bequests and provides a secure way to share nominated bank details. This system empowers charities to collaborate effectively with lawyers throughout the probate process, enabling timely notifications, secure access to necessary documents, and expedited beneficiary payouts. By ensuring legacies are managed efficiently and transparently, SenseCheck helps you focus more on your mission by simplifying the complexities of legacy administration.

Key Features to Empower Your Charity

Direct Lawyer Communication

Engage in secure, direct messaging channels with legal professionals managing estates, ensuring clarity and quick query resolution.

Timely Legacy Notifications

Receive prompt updates and notifications regarding wills where your charity is a beneficiary, allowing for better planning.

Structured Legacy Notifications

The information you need in a consistent format. Probate practitioners and executors provide legacy data through our secure platform. A rich data set with everything you need to manage and track the legacy through to payment

Secure Document Access & Sharing

Access and share necessary estate documents securely and efficiently through our centralised platform, reducing administrative burden.

Streamlined Payouts Process

Our platform helps accelerate the verification and distribution phases, leading to quicker receipt of legacy funds.

Centralised Legacy Tracking

Monitor the progress and key details of all your legacies in one intuitive dashboard, providing a clear overview.

Enhanced Transparency

Gain a clearer, real-time view of the probate process and the status of legacies, fostering trust and better collaboration.

Reports at your Fingertips

The SenseCheck dashboard provides GDPR reporting for your legacy managers, finance team and trustees. SenseCheck makes legacy analytics more accessible and less time consuming.

Nominate Bank Details

Get paid accurately. SenseCheck provides controlled permissioned bank account sharing between charities and probate professionals or executors. Add references and decide when to share your bank details.

Market Leading Checks

Less time worrying, more time supporting. SenseCheck provides integrated, market leading AML checks for beneficiaries. This includes the identification check, Bank Verification check, and Bankruptcy / IVA Search.

Focus on Your Mission

Let SenseCheck handle the complexities of legacy coordination so you can concentrate on making a difference. Our tools provide the clarity and efficiency needed to manage bequests effectively and ensure timely payouts.

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Let's discuss how SenseCheck can help you achieve your goals. Contact us today for a free consultation.

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