Estate Access Case Management

6-stage verification process: Death triggers verification, not access.The executor never becomes the deceased user. They receive a new fiduciary identity with specifically authorized access.

1.Death Reported

2.Identity Verification

3.Death Verification

4.Authority Verification

5.User Directive Review

6.Legal/Policy Review

7.Authorized Disclosure

Initiate New Case

Report a death to start the verification process.

Cases (0)

No cases yet.

Select a case to view the verification workflow.