Know when clients pass.
Serve families better.

When a client with a revocable living trust passes away, the trust becomes irrevocable. The successor trustee's duties begin right away. As the drafting attorney, you're a key resource during this transition. But only if you know about the death in time.

Delays create problems. Successor trustees may make mistakes. Beneficiaries get frustrated. Opportunities to protect the estate slip away.

Traditional methods rely on families to call you. But this often happens days or weeks later. Sometimes families don't know an attorney was involved. Other times, they assume notification isn't needed. Meanwhile, critical deadlines for tax elections and creditor notices pass by.

Obituary monitoring changes this. You get alerts within hours of publication. Often before the family even thinks to call. You can reach out first with condolences and guidance. Families appreciate this proactive service. It strengthens relationships and leads to referrals.

For firms managing large client portfolios, automated monitoring eliminates the impossible task of manually checking obituaries for hundreds of clients across multiple states. The time savings alone justify the cost of the service, but the real value is in the client service improvements and liability reduction that come from reliable, timely notification. Every day of delay in trust administration creates potential for complications that early notification can prevent.

Setup takes just minutes. Add clients one at a time or use bulk import with a CSV file. Include names, cities, states, and birth years for better accuracy. Large firms get templates and setup support.

Route alerts to specific team members. Assign each client to a paralegal or attorney. Notifications go directly to them. No bottlenecks. The right person handles each follow-up.

Connect to your practice management software. Our API syncs client lists automatically. Death notifications push directly into Clio, MyCase, or similar platforms. Create new matters instantly.

Every alert includes full documentation. You get the obituary text, source link, and timestamp. Archive these with client files. For audits, this shows systematic monitoring. Need proof of no death? Our negative search certificates document that too.