If there is a written Will, it is best to upload it. We will only ever send the Will out to Service Providers who ask for it as part of the Probate process (normally financial institutions). Sometimes Service Providers will want to check the details of the Executors listed in the Will, as they are the point of contact for settling outstanding credit or debt against each account. For Service Providers who do not request or need it, we do not send it out.

Yes. In this case, the Settld form will ask you to obtain permission to proceed from the next of kin or the named Executor (if there is a Will). They will be asked to sign a short form, saying that they are happy for you to act on their behalf. Settld will not be able to notify any companies, without this information.

Yes. Settld is compliant with all data laws and requirements. We use industry best practices to ensure data security in storage and transmission. We run our service on cloud based products that have the highest privacy and security protection. Onfido, the identity verification provider that we work with, is used to verify that your documents are authentic and have not been stolen or tampered with. 

Settld is an intermediary and not a legal firm. However, we are formally supported by the Law Society, and part of the Barclays Bank Legal Tech program.