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By: lindsay@formyplan.com November 7, 2010

Online Service Helps Executors Locate Financial Info

Trust Administration

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 http://www.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.