Who We Help

Our professional clients include fiduciaries and administrators who cannot locate an estate’s asset information and cannot gain access to individuals’ accounts. We support successors (the legal term of art for survivors) and relatives grieving the loss of a loved one and receiving periodic requests and notices for the deceased.

legal-team
  • Trust and Estate Lawyers
  • Financial Advisors
  • Wealth Managers
  • Family Offices
  • Estate Administrators
  • Insurance Agents
  • Individuals and Successors’ Personal Representatives

When our application is activated, successors and business colleagues are not burdened with notices from organizations who do not know the person in their files has passed. Fiduciaries, executors and estate administrators save hours searching for user logins and passwords.

business-charts

Trust and Estate Lawyers, Financial Advisors, Wealth Managers, Family Offices

Family offices and estate administrators assemble and organize individual assets and liabilities, real property deeds, creditor lists, business interests, crypto-currency, financial records and brokerage accounts. We provide a list of things to look for based upon our constant monitoring of estate administration challenges with and concerning digital assets and electronic records.

We help individuals, clients, their legal team, financial planners and wealth managers gather documents, personal data, electronic records and digital asset information. We locate, store and update information that will be used during estate administration. Currently complex and challenging estate administration situations demand our meticulous data collection and support for second families, international relatives, elder care as well as private and public partnerships.

business-charts
business-analysis

Estate Administrators Classifying Digital Assets and Electronic Records

We provide research to the legal team, financial advisors and wealth managers discerning the subtle differences between digital assets and electronic records. Using defined asset groups ensures proper inventory classification and preservation of the estate’s value. Asset access differs depending on classification.

For example, an author may have a manuscript 90% done and stored in digital format upon death. This manuscript is a valuable asset of the estate; it is a digital asset and should be retrieved and included in the asset inventory. An example of a valuable electronic record is an airline miles account. When the deceased has electronic records with 500,000 miles, these miles have value and the beneficiaries probably want access to the electronic records held by the airline that have value for the estate.

life-insurance-forms

Insurance Agents, Fiduciaries and Beneficiaries

Auto-Grab™ locates digital assets and electronic records that are valuable and have sentimental meaning to individual successors and family members. We are able to assist life insurance agents during client presentations and discussions regarding trust and estate protection. When the insurance agent can review a complete inventory, their proposals are more positively understood.

life-insurance-forms
David-Raima-clients
David-Raima-clients

Individuals and Successors’ Personal Representatives

Auto-Grab™ assembles records, investment documents and file access information in a secure location during the estate planning engagement and refreshes its vault during estate review. Upon death, it is used one last time to update the individual’s profile before estate administration begins. Since family structures change over time and administration intentions may not be current, this final process establishes a current baseline portfolio for the fiduciary consideration.

Beneficiaries and personal representatives use Auto-Grab™ to gather and organize documents and data from a variety of sources. Individual records listing assets and liabilities used during estate planning in past years are often outdated and incomplete; financial institutions merge, accounts are closed and new ones opened. Individual and family estate records are rarely current. Auto-Grab™ scours cyberspace and assembles data that might otherwise be omitted from the estate.