We help automate the Estate Settlement Process
An estate planning and probate matter typically goes through phases, each presenting different legal challenges and opportunities. Our automation feature can improve efficiency while ensuring accuracy and compliance. Here’s how our automated workflow can help you streamline the process:
When Our Family Assets receives a death notice from a State’s Vital Records Department, it is verified through multiple sources, minimizing reporting errors. Then your Digital Vault is immediately locked preventing any data changes.
Next, a notice is sent to your designated and named Executor/Trustee, or Administrator instructing them to how to create account credentials so they can securely access the account data. (Death certificate and biometric ID proofing are required before credentials are issued.)
Then, the Executor/Trustee, or Administrator can use their credentials to securely access the account data, ensuring they have an accurate inventory of assets. All activity is logged and recorded and no data can be altered or deleted.
Upon final settlement, all data is archived to meet individual State requirements.
