Proactive Estate Management Starts Here.
For Attorneys, Trustees & Financial Advisors: Instantly notified of client deaths, powered by AI-driven obituary monitoring and Social Security Record verification.
Stay Ahead with Estate Tracker
AI-Powered Obituary Monitoring
Our cutting-edge AI continuously scrapes the web for obituaries, identifying and matching them with your client roster with remarkable accuracy. No more manual searches or delayed notifications.
Social Security Record Verification
We cross-reference potential matches with the Master Death File, providing an additional layer of verification and ensuring the utmost reliability of our notifications. This robust data source guarantees you receive confirmed, actionable intelligence.
Secure & Encrypted Data
Your clients’ personal data is our top priority. Estate Tracker utilizes state-of-the-art encryption and robust security protocols to ensure all information stored in our database is completely safe and confidential.
The Data That Drives Confidence.
At Estate Tracker, our commitment to accuracy and efficiency is reflected in our performance. See how we deliver real-time, critical intelligence to streamline your estate and trust management.
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Accuracy Rate
Continuous Monitoring
Client Records
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Discover the Estate Tracker Difference
Why Choose Estate Tracker?
- Instant Notifications: Receive immediate alerts upon a confirmed client passing, enabling swift and appropriate action.
- Reduce Risk & Liability: Proactively manage estates and trusts, minimizing potential delays and ensuring compliance.
- Focus on What Matters: Automate a time-consuming task, freeing you to concentrate on client relationships and complex legal matters.
- Data Privacy Guaranteed: We employ advanced encryption and adhere to the highest security standards, safeguarding all personal data within our system.
What Our Clients Say
“Before Estate Tracker, keeping up with client deaths was a constant low-level anxiety. We’d rely on family notifications, news, or even outdated records. Now, with their AI and Master Death File verification, we get instant, reliable alerts. It’s transformed our probate process, reduced delays, and frankly, given me immense peace of mind. Their secure data handling is also a huge plus.”
— Sarah L., Managing Partner, Estate & Probate Law Group
“As a professional trustee, being proactive is non-negotiable. Estate Tracker has become an indispensable tool. The immediate notifications mean we can swiftly act on trust administration, protecting assets and fulfilling our fiduciary duties without delay. The accuracy is exceptional, and knowing our client data is encrypted and safe with them is critical for our firm’s compliance.”
— David K., Senior Trust Officer, Cornerstone Trust Services
“My firm manages hundreds of client relationships, and staying informed is key to providing truly empathetic service. Estate Tracker ensures we’re immediately aware of any client passing, allowing us to reach out to families with appropriate sensitivity and begin necessary financial transitions without missing a beat. It’s a huge time-saver and has significantly enhanced our client outreach efforts during difficult times.”
— Emily R., CFP®, Founder, Compass Financial Planning
Get In Touch
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