PROBATE SERVICING
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.

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
Using AIS Probate Data
Using AIS Probate Data
Filing of Claims Through
AIS Case Management System
AIS Case Management System
Monitoring of Claim Status and
Court Communications Management
Court Communications Management
Coordination of Disbursement
of Funds and Reporting
of Funds and Reporting
Key Highlights
No Outbound
Contact
Contact
Agents Trained on
Sensitivity of Situation
Sensitivity of Situation
Standardized Claim Forms
and Documentation
and Documentation
Bar Date and Statute
of Limitation Controls
of Limitation Controls
Inbound Communications Only
(Court Notices, Emails, etc.)
(Court Notices, Emails, etc.)
Client Consultation
Before Settlements
Before Settlements
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