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PROBATE SERVICING

CLIENT BENEFITS     |     WHAT WE MANAGE     |     KEY HIGHLIGHTS    |     SERVICING MODEL

 

Compassionate, Compliant, and Complete

AIS delivers end-to-end probate account servicing powered by our proprietary probate data, proven processes, and a dedicated team trained to navigate estate resolution with empathy and precision.

Our approach is built on legal compliance, operational rigor, and respect for the sensitive nature of every case.

Compassionate, Compliant and Complete

 

Why Clients Turn to AIS for Probate Servicing

End-to-End Coverage

We manage the full lifecycle of the probate process, from data identification and claim filing to case tracking and liquidation.

Process- and Data-Driven

AIS manages probated estates through its proprietary database, integrated claims management system, and comprehensive reporting suite.

Regulatory Compliance, Built In

Our workflows include automated controls for state-specific statute of limitations and bar dates ensuring on-time and audit-ready performance.


 

What We Manage

Identification of Open Probates
Identification of Open Probates
Using AIS Probate Data
Filings of Claims
Filing of Claims Through
AIS Case Management System
Monitoring of Claim Status
Monitoring of Claim Status and
Court Communications Management
Coordination of Disbursement
Coordination of Disbursement
of Funds and Reporting

 

Key Highlights

No Outbound Contact
No Outbound
Contact
Agents Trained on Sensitivity-1
Agents Trained on
Sensitivity of Situation
Standardized Claim Forms-1
Standardized Claim Forms
and Documentation
Bar Date an Statute-1
Bar Date and Statute
of Limitation Controls
Inbound Communications Only
Inbound Communications Only
(Court Notices, Emails, etc.)
Client Consultation Before Settlements
Client Consultation
Before Settlements

 

Servicing Model Capabilities

Servicing Model Capabilities
  • Full Portfolio Servicing: National claims filing under contingency or unit-based fee structure
    • Champion/Challenger Model: Test AIS against incumbent provider in 5–10 states before national expansion
      • Overflow Support: AIS services part of your existing footprint or handles volume spikes in high-demand regions