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Estates Account Servicing
Comprehensive approach to deceased account management

Monitoring over 3,000 probate courts nationwide - each with its own regulations, procedures, fees and filing deadlines – is a challenging and time-consuming task for any organization.

American InfoSource has created an automated solution which lifts recovery on deceased accounts by 20-25% and eliminates the frustration associated with traditional claim filing.

AIS Probate Claims Managment utilizes proprietary technology and unique algorithms to assemble and control the most comprehensive probate database in the industry. With a centralized source of probate information, American InfoSource has the unmatched ability to file accurate and timely claims on your behalf.

The Importance

 Probate claims management focuses on protecting your most important asset – your brand.

• Eliminates the need to contact survivors of the account holder
• Respects the wishes of the decedent, who created an estate with a purpose of paying creditors following his or her death, which removes the burden from surviving family members

The Process

 American InfoSource brings total automation to probate claim filing by streamlining the entire process.

• Monitor client portfolio daily to identify all probate matches
• Systematically generate claim form
• Confirm that county-specific filing requirements are met
• File claim prior to mandatory deadline
• Track for dis-allowances and executor payments

The Database

On a daily basis, American InfoSource deploys associates to probate courts across the country to capture the latest probate filing information through in-person collection.

Having associates on-site, day in and day out, ensures that every case filed at that location will be collected and housed in our proprietary database. This unrivaled courthouse presence allows AIS to pick up cases that are missed by traditional "one-off' search practices.

This approach also allows American InfoSource to identify probate cases even if:

• The case is opened months or years after the death
• Notice is sent to the wrong address
• The process is circumvented by publication

The AIS Probate Advantage

Increased Profitability.  Probated estates liquidate at 10 times the rate of family pay. These high liquidation rates allow our commission to be lower than that of collection agencies.

Flexibility.  Keep family pay accounts in collections and simply pull back accounts where a Probate case is identified

Data Experts.  20 years of experience gathering data on a national level

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