Professional Solutions
For Probate & Estate Law Firms

Maximize Your 90-Day Creditor Window.

We alert you within hours of publication so you never miss a legal deadline. Real-time obituary surveillance across 2,500+ sources means faster trust administration and ironclad compliance documentation.

Share:

72%

Faster notification vs. manual monitoring

2,500+

Obituary sources monitored

90%+

Match confidence threshold

24/7

Real-time scanning

Built for Estate Law Workflows

Automate the monitoring that protects your firm and serves your clients.

Reduce Liability Exposure

Never miss a probate deadline again. Get instant alerts when clients or beneficiaries pass, ensuring timely trust administration and creditor notice compliance.

Automate Notice to Creditors

Streamline your creditor notification workflows with automated death monitoring. Document due diligence with timestamped alerts and obituary records.

Monitor Entire Client Lists

Upload hundreds of clients via CSV. Our system monitors them 24/7 across 2,500+ sources so your paralegals can focus on higher-value work.

Serve Families Better

Be among the first to know when clients pass. Reach out promptly with condolences and guidance, building trust during families' most difficult moments.

Platform Features

Everything Your Firm Needs

  • Bulk upload client and beneficiary lists via CSV
  • 90%+ match confidence to minimize false positives
  • Email and SMS alerts for immediate notification
  • Assign cases to specific paralegals or attorneys
  • Case grouping for organized matter management
  • Exportable history for compliance documentation
  • Activity and audit logs for firm oversight
  • Priority scan queue for time-sensitive matters
RH

Richard H.

Partner, Estate Planning

Chicago, IL

"We manage over 400 trusts. Before ObituaryMonitor, we relied on family notifications—which often came weeks late. Now we know within hours and can serve families immediately."
Case Studies

Success Stories from Legal Professionals

See how law firms are using ObituaryMonitor to streamline trust administration and reduce liability.

Mid-Size Estate Planning Firm

Estate & Trust PracticeLegal Services

Challenge

Missing probate deadlines due to delayed death notifications. Family members often notified the firm weeks after clients passed, risking creditor notice compliance.

Solution

Implemented ObituaryMonitor to automate monitoring of 200+ client names with real-time alerts to the trust administration team.

Results

94%

Fewer Missed Deadlines

15+ hrs

Saved Weekly

"We caught a client's passing within 24 hours. Previously, it would have taken weeks to discover through the grapevine. The time savings alone justified the investment."

Richard H., Partner, Estate Planning

Solo Practitioner Trust Attorney

Trust AdministrationLegal Services

Challenge

Managing trust administration for elderly clients spread across multiple states. Manual monitoring was impossible to maintain while running a solo practice.

Solution

Deployed nationwide monitoring with high-confidence alerts, covering clients in 12 different states from a single dashboard.

Results

45

Clients Monitored

12

States Covered

"As a solo practitioner, I don't have staff to search obituaries daily. ObituaryMonitor does it for me automatically, and the accuracy is remarkable."

J.R., Estate Attorney

Understanding Creditor Notification Deadlines

Probate administration has strict deadlines. Creditor notification windows vary by state. Personal representatives must notify known creditors promptly. They must also publish general notices. Missing deadlines creates personal liability. It complicates asset distribution.

Traditional notification methods are slow. Families focus on funerals and grief. They may not call the attorney for weeks. By then, the notice period is shrinking. Pressure builds on the administration timeline.

Automated monitoring closes this gap. Attorneys receive alerts within hours of publication. No waiting for family calls. This enables proactive outreach. You gain time for thorough planning. Better creditor identification. Smoother coordination with financial institutions.

Monitoring also creates documentation. Courts may question diligence efforts. Records prove systematic search activity. They show best practices were followed. This protects estate assets and beneficiary interests.

How Probate Monitoring Works

Setup takes minutes. Upload your client list via CSV or add clients one by one. Include names, locations, and birth years for better matching. Large firms get onboarding support and templates.

We scan over 2,500 sources continuously. Funeral homes. Newspapers. Memorial platforms. All fifty states covered. When we find a potential match, we verify it using multiple factors: name, location, age, and family members. Only matches above 90% confidence trigger alerts.

Route alerts to the right team members. Assign paralegals to their clients. Partners get alerts for theirs. No bottlenecks. Fast follow-up every time.

Each alert includes the obituary, source details, and a link to view more. The audit trail shows when monitoring started, when we found the match, and when you were notified. Use this in court to prove due diligence. Need proof of no death? Our negative search certificates document that too.

Professional Plans for Law Firms

Get volume pricing, team features, and dedicated support designed for legal professionals.

Frequently Asked Questions

Common questions from estate law professionals.

How does ObituaryMonitor help with probate compliance?

ObituaryMonitor provides timestamped alerts and obituary records that document your due diligence in monitoring for client deaths. This documentation supports creditor notice compliance and demonstrates proactive trust administration.

Can we monitor beneficiaries as well as clients?

Yes. You can monitor any individual—clients, beneficiaries, trustees, or parties to pending matters. Simply upload your list via CSV and our system handles the rest.

How accurate is the matching for common names?

We require 90%+ confidence before sending alerts. For common names, this means matching multiple factors: full name, location, approximate age, and family members when available. You can add spouse names and other identifying information to improve accuracy.

How quickly will we be notified after an obituary is published?

Typically within 4-24 hours of an obituary appearing in our monitored sources. We scan 2,500+ sources multiple times daily to catch new obituaries as quickly as possible.

Ready to Automate Your Monitoring?

See how ObituaryMonitor can protect your firm and serve your clients better.