Correspondence
      Back to home
      1. Knowledge Base
      2. Correspondence

      Correspondence - Contacting Financial Institutions

      This article will guide you through how to use the platform's correspondence feature - which allows you to generate case specific documents to send to relevant financial institutions

      How do I use the Correspondence Feature?

      • Navigate to the Estate overview page of the case you are working on
      • Click Correspondence on the left hand side menu

        20250916 Correspondence Estate Overview Page
      • Within Correspondence click + Create

      20250916 Correspondence Main Page (Financial Institutions)

      • Choose which Correspondence template you would like to use and who will be the Recipient using the drop down menus on the left hand side 

      👉 For guidance on how to create Correspondence Templates please see our knowledge base article


      20250916 Create Correspondence Page (Financial Institutions)


      ⭐ The list of Recipients available to send correspondence to will be pulled through from the information you have entered into any active estate items

      • If you select a financial institution as the Recipient another drop down menu will appear to choose the Related assets & liabilities that will be included in your correspondence

      20250916 Create Correspondence Page (Financial Institutions) 2


        • You can choose to use a Suggested address taken from the Estatesearch powered financial institution address book - to select the appropriate bereavement team address for correspondence
        • You can also select an address from any of the selected assets and liabilities
        • Or you are able to Search for the address or Manually enter address
        • Clicking Generate will take you to the Generated Correspondence page where you will see a fully editable preview of your document

      ⭐Placeholders entered into your template will populate once you have clicked Generate

      20250917 Generated Correspondence Page (Financial Institutions)

      • Here you are able to make any final edits to the generated correspondence document
      • You can also Save to Case or Save & Download your correspondence as either a PDF or word document

      ❗An error message will appear if placeholders are unable to be populated e.g. There is a 'Deceased NI number' placeholder in your correspondence but no NI number has been entered for the deceased on the platform

      🌈To resolve this error you will need to update the case with the relevant information to populate the placeholder or manually edit the Correspondence document 

      • All saved correspondence will appear on the Correspondence page
      • You are able to Search correspondence, Edit/Delete Correspondence (by clicking the 3 dots) and View Correspondence from this page 

      20250916 Correspondence Main Page (Financial Institutions) 2

      • Selecting to View a piece of correspondence will take you to a page where are you are able to Edit, Download or Print the correspondence

      20250917 Saved Correspondence Page (Financial Institution)


      💡To send correspondence to send to an Individual please see this article: Correspondence - Contacting People

      👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help

      🖥️ Chat to us through the knowledge base - click the chat icon in the bottom right corner of this page

      ☎️ Call us on 020 8152 2902

      ✉️ Email us on support@legal.exizent.com