For Probate Law Firms and Fiduciaries
Your back-office research layer.
Not a competitor.
Succession Intel delivers a complete Estate Research Report in 5 business days. Every account, every debt, every registered plan. Your files keep moving. We handle the calls.
5 business day deliveryVolume pricing availableStrict technology-provider modelOttawa, Ontario, Canada
Why firms use Succession Intel
Asset research is the slowest part of every estate file. We remove that bottleneck.
For a solo or boutique probate practice, every hour spent on hold with financial institutions is an hour not spent on client work. The research phase is essential but largely administrative. We take it on, from research to a committee-reviewed report.
We act as a back-office vendor, not a legal service provider. We do not advise clients, interpret documents or make decisions on the estate. Your practice owns the client relationship and the legal work.
Pricing
Transparent per-estate pricing. Volume discounts apply.
Standard Report
Per estate, 1 to 4 files
- Full Estate Research Report
- Bank account research
- Investment and registered plan scan
- Creditor and debt compilation
- Lawyer-ready formatting
- Delivered in 5 business days
- Free first-file audit to start
Volume
5 or More Files
Per estate, 5 to 9 files/month
- Everything in Standard
- 20% volume discount
- Monthly invoice
- Consistent turnaround commitment
High volume
10 or More Files
Per estate, 10+ files/month
- Everything in Standard
- 33% volume discount
- Monthly invoice
- Priority queue
Priority Concierge
Per estate: rush delivery in 3 business days
- Full Estate Research Report
- Front-of-queue processing
- Delivery in 3 business days
- Direct contact for questions
No commitment to start
Free first-file audit
We offer a free audit on your first estate file. You provide the intake details; we run the full research and deliver the Estate Research Report at no cost. There is no commitment attached to the free audit.
International coverage
Estates that cross borders.
Our International Estate Support service extends research to financial accounts, property records and registered assets in select international jurisdictions. Contact us at contact@successionintel.ca to discuss your file and international scope.
Get in touch
Request your free first-file audit
Tell us about your practice. We will follow up within one business day.