• List of assets being claimed

• Identify required legal documentation

• Reference to statues, laws and procedures

Identify

• System analyzes assets

• Indicates priority of claims by success probability

• Details further information needed

• Suggests next best action

Profile and Analyze

• View System generated recommendation for each claim

• Consult with specialist Estate Planners and Lawyers

• Identify other possible claimants

• Be advised on statutory dues, taxes and regulatory charges

Consult and Recommendation

• Download system generated docket for each claim

• Avoid repetitive paperwork and mis-filings

• Use checklist to attach correct enclosures

• Get contacts of assigned officials at each institution

Docket Creation

• Pay fixed fees per service

• Track progress

• Be advised on statutory or process changes

Payment and Download