New Online Service Helps Executors Locate Financial Information
One of the most challenging things for many executors is trying to locate and organize the decedent's financial information, such as insurance policies, and bank and investment statements. Faced with that problem after their father died in a car accident, Jarred and Adam Mait created knowtification.com.
Once person's name, date of birth, date of death, social security number, and address are entered, the service automatically generates a letter that is sent to 200 (or 400, if you choose the premium plan) top financial institutions requesting information regarding any accounts held by the decedent. Credit bureaus are also notified.
I have no personal experience with the site, but it is a great idea, and should save executors time and money.
I used this service and it was a life saver. I can't believe nothing like this has existed before, but I'm sure glad it's around now. When my wife died the other month, I thought I knew what was in her name...sure glad I used Knowtification.
I used Knowtification and it was probably the easiest things I had to do to help me client settle their estate.
I used it because one of my clients was unsure where they had accounts and they thought they had all their paperwork in the right place. When they asked me if I could call banks and insurance companies to find out if there were any accounts, I was shocked. I told them "there is no way I can dedicate that much time without charging you thousands of $$$".
When I found Knowtification online and read their article in Investment News, I realized, this is the real deal...this is what my client needs. I can't explain how excited my client was to use the service.
Mr. Clover and Ms. Goldenberg,
I am very sorry to hear about your losses, I express my sincerest condolences to you and your respective families.
I am the CEO of Knowtification and I am very pleased that you found our service helpful. We are always interested in assuring that our customers have good responses from our service and that our customer service is top-notch.
We are continually trying to improve our service, so thank you for being a part of our offering to the market.
Thank you.