Probate Portfolio Management.
Go Beyond the Notification.
Probate portfolio management from death notification to claim filing to final resolution, deceased-account inventory across county probate courts in all 50 states. Death match ingestion, estate communications, court filings, and statute-of-limitations tracking in a single platform built for the sensitivity probate requires.
Probate, Done Right
Deceased-account inventory demands an unusual combination, speed against statutory deadlines and sensitivity in every communication. NeuAnalytics handles both at scale.
Death Notification & Account Matching
Ingest death notifications from every source, Social Security Administration Death Master File, LexisNexis Accurint, credit bureau notifications, family-initiated notices, and obituary scrubs. Automatic account matching, identity verification, and case-file creation for every confirmed match.
- Multi-source death notification ingest
- Automated account matching & verification
- Confidence scoring on identity matches
- Case file creation & routing
Estate & Executor Communications
Pre-built, sensitivity-tested communication templates for every stage of the probate process, initial executor outreach, claim packets, status updates, and final response. Multi-channel delivery with executor identity verification and full correspondence history.
- Sensitivity-tested communication templates
- Executor identity verification
- Multi-channel correspondence
- Complete communication history
Claim Filing & Court Coordination
File claims in the county probate court where each estate is opened, with templates configured for state deadline rules and county-specific filing requirements and fee schedules. Track claim status, court orders, and distribution timelines for every estate in inventory.
- 50-state probate claim templates
- Court filing fee & deadline tracking
- Distribution & order monitoring
- Aged inventory reporting
From Death Match to Distribution
A probate workflow that respects the family, the statute, and the recovery.
Death Match
Multi-source death notifications ingested, matched against account inventory, and verified. Confirmed matches automatically generate probate case files.
Estate Outreach
Initial executor or estate representative communication issued with sensitivity-tested templates and identity verification.
Claim Filing
Claim packets prepared to each county court’s requirements and filed within the state statutory window. Court fees tracked, filing receipts archived.
Resolution & Distribution
Court orders captured, distribution timelines monitored, recoveries received and posted, and aged probate inventory cleared off the books.
Probate, End to End
From death match to final distribution, see how deceased-account inventory moves through the platform with the sensitivity probate requires.
The probate specialist's workspace.
Every probate specialist starts here, a personalized view of their assigned cases by county court, executor status, and statute-of-limitations proximity. Match confidence, claim status, and next-action surfaced for every estate in one screen.
Every estate document, indexed and discoverable.
Death certificates, executor correspondence, claim filings, court orders, and distribution receipts retained under state-specific policies. Distributable via SFTP to outside counsel, API to upstream creditors, or direct GUI pull for examiner review.
Probate intelligence at portfolio scale.
Aged probate inventory, recovery rate by state and county court, match accuracy by notification source, and statute-of-limitations risk reporting, generated continuously and ready for executive review.
Other Case Types
All case types live in the same workflow engine. See how NeuAnalytics handles every category your operation works.
More on Probate Operations
A practical look at modernizing deceased-account inventory management at enterprise scale.
Probate Portfolio Management & Deceased Accounts: Common Questions
What is probate portfolio management?
Probate portfolio management is the process of handling deceased-account inventory, death notification ingestion, executor outreach, claim filing in the county probate court handling each estate, and final resolution. NeuAnalytics provides multi-source death match (SSA DMF, LexisNexis, credit bureaus), executor communications, and 50-state probate claim filing.
What is the Social Security Death Master File?
The Social Security Administration Death Master File (DMF) is a public database of deceased individuals reported to the SSA. Combined with commercial sources (LexisNexis Accurint, credit bureau notifications, family-initiated notices, obituary scrubs), it forms the multi-source death match that drives probate case file creation.
How long do creditors have to file a probate claim?
Claim deadlines vary by state, typically 4 to 12 months after probate is opened, though some jurisdictions allow up to 2 years. NeuAnalytics tracks claim deadlines per state and statute-of-limitations risk across the aged probate inventory.