• Account Services

Probate Claims Administration

The high liquidity of probated estates has motivated many organizations to implement specific strategies for identifying and servicing probate accounts. However, limited operational resources and diminishing deceased data sources have prevented creditors from realizing the true financial potential of their probate population. Powered by one of the industry's best probate database, AIS offers a full-service, claims administration solution that simplifies the probate process, mitigates reputational risk and elevates returns from this channel.

The AIS Probate Advantage

AIS believes that specialized processing is needed for probate accounts, and issuers who deploy a focused, database-driven strategy on their probate segment will realize a significant lift in recovery.

AIS excels in data accumulation of probated estates, identifying probate as it occurs within a portfolio, and driving recovery for the probate segment through servicing. Our proprietary data, state-of-the-art systems and reliable legal resources enable us to provide the most compliant and profitable probate claim filing solution in the industry.

Partnering with a trusted and experienced probate servicer like AIS brings financial, operational and reputational benefit to your organization. AIS proudly supports the banking, credit card, automotive, healthcare, telecommunications, and utilities industries, as well as debt buying community.

Market-Leading Probate Database

AIS assembles and manages probate data using in-person and online data collection practices and exclusive data-enhancing technology. As a result, AIS has built one of the most comprehensive probate database in the market.

Best-In-Class Servicing Solution

AIS offers a claims administration solution designed to automate and enhance the probate recovery process by matching your accounts to open probated estates and systematically filing accurate and timely claims on your behalf.

  • Monitors and performs routine scrubs of client portfolio to identify all probate matches
  • Proprietary SmartMatch technology provides superior matching logic
  • Systematically generates claim form and confirms county-specific filing requirements are met
  • Files claims prior to mandatory deadlines, tracks for disallowances and executor payments
  • Deploys innovative follow-up procedures to ensure clients receive their fair share of distribution
  • Overcomes common legal obstacles that negatively impact liquidation

Unrivaled Commitment to Brand Protection

With the financial services industry drawing increased scrutiny from regulators, compliance has quickly ascended to the top of the list of concerns for most of our clients. AIS touts one of the most secure and compliant operations in the industry. We are proud of our auditing and compliance accomplishments and confident in our ability to exceed client requirements when servicing probate accounts.

  • Probate strategy reduces contact with grieving family members
  • Process ensures all claims are filed within Statute of Limitations
  • SOCII and PCI compliant operations



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