Life Event & Public Record Triggers
Probate & Estate Leads
County probate filings for high-value estate checking and executor support opportunities.
Source
Source
20
County probate court public records where permitted
Refresh
Refresh cadence
Weekly by county
Open records behind the latest refresh window.
Banker prompt
Recommended action
Approach with empathy - this family is handling an estate. Lead with executor services, estate checking, and wire capabilities. Don't pitch investments.
Data trust score
How dependable is this module today?
Freshness, contact coverage, source proof coverage, scoring confidence, suppression status, and outreach readiness are scored before a banker calls or exports.
Overall
94
20 visible records evaluated
Freshness
Updated today
100/100
Contact coverage
100% phone
0% email · 100% ready
Source proof
100/100
100% attributed
Confidence
5 hot
10 warm · 0 unscored
Suppression
0 held
0% withheld/restricted
Ready outreach
100%
20 banker-ready
Lead quality dashboard
Can bankers use this list today?
Coverage, scoring, source attribution, and freshness in one place. This is the operator view before a banker exports, calls, or assigns records.
Phone coverage
100%
20 of 20 records
Email coverage
0%
0 of 20 records
Source attribution
100%
Records with auditable provenance
Scored records
100%
5 hot records score 75+
Freshness
Today
Newest visible source record
20
Ready to contact
Phone or email is available
0
Website review
Verify details on a public site
0
Direct-mail only
Address present, no phone/email
0
Needs enrichment
Hold for approved vendor/API append
Weekly Contact QA report
Can bankers trust the phone and email fields?
Every contact is labeled before outreach, and risk counts show where enrichment vendors or public-source matches need review.
0
Verified
20
Likely
0
Needs review
0
Direct-mail only
0
Do not contact
0
Bad-number risk
0
Wrong-entity risk
Banker intelligence
Probate brief
A quick operating view for this module: who is hot, which records are contact-ready, and what the banker should do next.
Hot leads
5
Score 75+
Contact-ready
0
0% of records
Top county
Pulaski
7 records
Source coverage
100%
Demo attribution
Phone coverage
0 / 20
Email coverage
0 / 20
Top source
County probate demo docket
Data trust
100% clean
Refreshed Demo Records
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