FAQ

TrusTracker is an AI-powered SaaS platform designed for professionals who need to diligently track individuals for estate management, settlement, and beneficiary location. This includes legal professionals (estate lawyers, probate attorneys), financial advisors, fiduciaries, trust officers, probate researchers, and heir hunters.

TrusTracker leverages Artificial Intelligence to continuously scan a wide array of publicly available records, including obituaries, death notices, and other relevant digital sources to detect status changes.

You can manage comprehensive profiles for tracked individuals, including names, dates of birth, last known addresses, email, phone numbers, and SSNs (with a strong emphasis on secure, encrypted storage). The system also tracks obituary information and match confidence.

Yes, security is a top priority. TrusTracker is designed for secure handling of sensitive Personal Identifiable Information (PII). We employ robust security measures, including encryption for sensitive data like SSNs, and adhere to data protection best practices. Our platform is built with GDPR and CCPA principles in mind.

TrusTracker aims to provide timely notifications. Our AI-powered system continuously monitors sources, and alerts are generated promptly upon detection of significant status changes, such as a confirmed death.

Yes, TrusTracker supports collaboration. You can securely share access to tracked individual profiles with other authorized users or team members, facilitating collaborative estate management.

TrusTracker offers significant benefits including: increased efficiency by automating manual work, improved accuracy and reliability through AI monitoring, cost savings, enhanced compliance and due diligence, and timely information crucial for estate settlement.

We offer standard email support for all users. Our Custom/Enterprise plan includes priority support options. You can also reach out via our contact page for any specific inquiries.