Systems and methods to identify and locate probate estates
AssigneeForte, LLC
InventorJames A. Balogh
Life of this patent
Estimating the term…
Abstract
Systems and method to identify and locate probate estates of client debtors. One embodiment includes receiving a client file, wherein the file includes a record of individual client debtors and determining if a date of death is available for each of the individual client debtors. Some such embodiments further include identifying one or more courts in which to search for a probate estate for each of the individual client debtors and searching for a probate estate in each identified court for each respective client debtor. In some embodiments, if a probate estate is not identified for a client debtor, the client debtor is placed in a queue, and the search is performed on a recurring or periodic basis until the probate estate is located or a certain period of time has passed.
Claims15
A method comprising:
- receiving a client file into a computer, the file including a record of at least one individual client debtor;
- processing the client file on a processor of the computer to identify at least one court in which to search for a probate estate for the at least one individual client debtor;
- searching for a probate estate in court data for the at least one identified court for each of the at least one individual client debtor;
- and
- placing a client debtor in a holding queue when a probate estate is not identified for the client debtor, wherein the searching for a probate estate is performed on a recurring basis for each client debtor in the holding queue, wherein a client debtor remains in the holding queue for a period, after which when a probate estate is not identified for the client debtor, the client debtor is removed from the holding queue.
A system comprising:
- a processor;
- a memory device;
- a court database;
- a client debtor database;
- and
- software held in the memory device that executes on the processor to cause the system to:
- process client debtor data from the client debtor database to determine if a client debtor is deceased;
- identify a court represented in the court database in which a probate estate exists for the client debtor;
- update the client debtor data in the client debtor database to include the identified court from the court database;
- generate a claim against the probate estate of the client debtor on behalf of the client;
- and
- place the client debtor in a holding queue when a probate estate is not located for the client debtor in the court database, wherein a client debtor remains in the holding queue for a period, after which when a probate estate is not identified for the client debtor, the client debtor is removed from the holding queue.
A method comprising:
- processing, on a processor of a computer, debtor data that includes debtor identifying data of at least one debtor, the processing performed to identify at least one court in which to search for a probate estate for the at least one debtor;
- and
- searching for a probate estate in court data for the at least one identified court for each of the at least one debtor;
- placing a debtor in a holding queue when a probate estate is not identified for the debtor, wherein the searching for a probate estate is performed on a recurring basis for each debtor in the holding queue, wherein a debtor remains in the holding queue for a period, after which when a probate estate is not identified for the debtor, the debtor is removed from the holding queue.
Dependencies are inferred from the claim text.