How Probate Finder OnDemand® revolutionizes the probate process.
By Jason Hamey, Probate Finder Team Lead
The final version of the original U.S. Uniform Probate Code (UPC) was enacted in 1969, when a gallon of gas cost $0.35 and you could buy a new house for the price of your current car. While probate law has been revised over time, the vast diversity of the 3,415 state probate courts has left an entangled web of various court rules and restrictions, some of which date back to the original UPC.
Manually attempting to recover on probated estates often ends up costing more money than any revenue that may follow. Probate Finder OnDemand removes manual probate work for your team and allows you to maintain process ownership, all while controlling costs by locating open estates and filing claims on those which best fit your portfolio.
To overcome this vast challenge to maintain rules, we have dedicated teams of specialists who manage those changes for Probate Finder OnDemand behind the scenes.
“Behind the scenes” teams of Probate Finder OnDemand
Probate Finder OnDemand operations consist of five unique teams who work in tandem to facilitate the probate process end-to-end. Here’s a brief overview of each team:
Probate Finder Data Team: Captures probate estate records filed throughout the nation and adds this data to the nationwide Probate Finder® database. They also work with the probate courts to create reliable processes and ensure accurate data is sourced. Nearly 45,000 probate records are added monthly.
Probate Finder Claims Team: Manages claim filing requirements for all probate courts and ensures compliance with highly regimented claim filing procedures.
Quality Assurance Team: Our Quality Assurance team conducts regular quality control audits to ensure claim processing is compliant with the applicable processes and procedures.
Development Team: In-house development team who builds and maintains our state-of-the-art systems. This team performs ongoing review and application updates that focus on accuracy, quality, compliance, transparency, and user experience.
Probate Finder OnDemand Customer Care Team: Dedicated team to support partnership success by providing system training, addressing probate related questions, and collaborating to fine tune strategies.
Innovative technology and user experience
The controls and considerations provided by each team are built within our Probate Finder technology and are nothing short of astounding. As one of our clients somewhat jokingly put it, “This is better than the system in our offices. Is it for sale?” We locate an open probated estate for one of your accounts, you are notified of the match and it is up to you to decide if you want to file a claim. If you choose to proceed, the account data is validated by someone at your office to ensure accurate information.
After providing your claim approval, the Probate Finder technology will generate a claim for your account systemically. This means that our technology recognizes where the claim is going, which claim form is required, the rules and requirements of that jurisdiction (such as the color of paper and number of copies required), and creates the claim. Once the claim package is printed, signed, and notarized, we create a PDF image and upload it into the Probate Finder OnDemand application. This ensures that your team will always have access to a copy of the signed document.
Remove manual probate work for your team and maintain process ownership, all while controlling costs by filing claims on estates which best fit their portfolios.
Finally, the claim is mailed or electronically filed with the appropriate parties. Each step of this process has controls to ensure data and process accuracy. If a data element changes at any time during processing – whether you update information in the Probate Finder OnDemand application or our data record in Probate Finder receives updated information – the claim will be voided automatically, and the entire process begins anew.
The Probate Finder OnDemand Customer Care Team helps your team employ a robust post-claim process as well. You may have filed a claim and would like to amend the filing, we can do that for you as well. If a claim was returned by the court due to a process change, we will thoroughly investigate the change and a new claim will be presented. Or maybe your claim simply was not received, we will review the account and get a new claim filed. All of this is included in our solution and done through the Probate Finder OnDemand application by a click of a button.
Want to see Probate Finder OnDemand in action? Schedule a demo with a probate specialist.
Learn more about the cutting-edge features of Probate Finder OnDemand that you won’t find in this article.