
For Attorneys, Trustees & Financial Advisors: Instantly notified of client deaths, powered by AI-driven obituary monitoring and Social Security Record verification.
Our cutting-edge AI continuously scrapes the web for obituaries, identifying and matching them with your client roster with remarkable accuracy.
We cross-reference potential matches with the Master Death File, providing an additional layer of verification and ensuring utmost reliability.
Your clients’ personal data is our top priority. TrusTracker utilizes state-of-the-art encryption and robust security protocols.
Receive immediate alerts upon a confirmed client passing, enabling swift and appropriate action to manage estates and trusts effectively.
Proactively manage estates and trusts, minimizing potential delays, ensuring compliance, and reducing the risk of oversight.
Automate time-consuming tasks, freeing you to concentrate on client relationships, complex legal matters, and providing empathetic service.
“Before TrusTracker, 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 We’d rely on family notifications, news, or even outdated records.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.”