Intelligent infrastructure for estate transfers.

OUR MISSION

Alleviate the burden on grievingfamilies during estate transfers.

  • Settling an estate today means months of paperwork and back-and-forth across disconnected systems.
  • We build the software institutions use to make estate transfers seamless, secure, and empathetic, so families are carried through the process instead of overwhelmed by the busywork.

Veriflow's approach to improving the estate transfer process

Customer experience & retention
Today

A difficult bereavement process can cost you customers, as families face months of tricky paperwork, slow responses, and unclear instructions during a time of hardship.

With Veriflow

You give grieving families a seamless experience at a difficult moment, turning beneficiaries into lifelong customers.

Fraud & compliance
Today

In the age of AI, documents are easier to forge than ever. Your team still checks each one by hand, with no automatic scanning or cross-referencing.

With Veriflow

Catch fraud before it costs you. Inconsistencies are flagged the moment they're submitted and every decision is auditable end-to-end, so your reviewers approve from a position of confidence.

Operations & efficiency
Today

Without a shared view, your team chases documents across inboxes, spreadsheets, and core systems, every internal handoff adds friction, and families have to call in for status updates.

With Veriflow

One case, one place. Intake, documents, messages, and decisions all live in the same system, so your team works in sync, and families can track their status anytime without picking up the phone.

See an illustrative preview

A hands-on preview of Veriflow: how a family reports a loss, how we verify the details, and how your team manages the whole case in one place.

atlantis-bank.com/bereavement
A
AtlantisBank & Trust

Report a loss

We're sorry - we understand this is a difficult time. We'll guide you through the information we need to make this process as seamless as possible for you.

A few questions about you and your loved one.
The accounts you need help with, and what you would like done.
Any documents you have on hand. We will tell you what is needed as we go.
Powered by Veriflow