ROCKVILLE, Md.-- At the iA Strategy and Tech Conference held July 13-15, 2021 The Estate Registry Presented by Phillips & Cohen Associates won best demo of the day 2 demo flights.

The Estate Registry offers three uniquely designed editions which, when combined, create a platform that accomplishes PCA’s mission of compassionately simplifying the complex process of probate estate management, Executor/administrator notification obligations and account resolution.

The Estate Registry’s “Notifier” solution will streamline and eliminate the potential cost and burden of this process for Estate Administrators (The Notifiers). TER’s Notifier offers a free, secure, online website that allows notifiers to enter all the decedent's creditor information in one location and upload a death certificate, which will be sent to all known creditors on the notifier's behalf. 

At the The “Notifier” can be co-branded by the Creditor and used as a bereavement tool. By sharing The Estate Registry with the next of kin of the deceased account holder, it will help to build a reputation as a compassionate organization with friends and family members in such a difficult time.

The Estate Registry’s “Creditor” solution will register, validate, and report the death to all known creditors on the notifier’s behalf.  In addition to removing time-consuming burdens from grieving family members, this solution enables creditors to organize their data in a more timely fashion, apply the appropriate strategy to each account, and assist Notifiers when they need it most.

Paul Fiumano, SVP , Global Data Services says of TER: “It’s been truly fulfilling to build The Estate Registry, I know in my heart it will make the lives of bereaved consumers easier at such a trying time.”

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