What’s included in each pre-probate lead?

Each lead typically includes:  

Decedent Name 

• Address 
• Phone Numbers (Up to 5) 
• Email 
• Property Information for Properties owned by Decedent 

Up to 5 Relatives/Potential Heirs 

• Names 
• Phone Numbers (Up to 5 per relative) 
• Emails

Multi-step Address Validation & CASS Certification 

• Standardize – Formats and abbreviates the address to USPS standards. 
• Parse – Breaks the address into components (street, city, ZIP, etc.) 
• Verify – Confirms the address exists in the USPS database. 
• Quality-Checked – By our internal data team 

Phone numbers ran against the Do Not Call (DNC) database 

Updated on: 23/07/2025