Caller
Anderson Rubino
Reporting his mother's death and claiming the estate
+15145550142
Verified
On a call now
Calls
3 callsNewest first
Grace — Estate Administration
22 Jul, 16:20 · —
Neutral
Live
Grace — Estate Administration
20 Jul, 17:00 · 7m 42s · Son reported his mother Margaret Rubino's death, was identity-verified, and was guided to send the death certificate and grant of probate.
Neutral
Concluded
Grace Mini — Inheritance Claim
19 Jul, 17:00 · 5m 28s · Follow-up: the death certificate is in the post; case left at documents-pending.
Positive
Concluded
What the agent did
Tool calls for this callerOutcomes only
book_appointment
20 Jul, 17:06 · appt 2026-07-29T10:00
booked APPT-3f0c
crm_update
20 Jul, 17:04 · caller +15145550142
stage documents
verify_answer
20 Jul, 17:03 · deceased Margaret Rubino
answer=true word=false
account_lookup
20 Jul, 17:01 · deceased Margaret Rubino
account found
crm_phone_lookup
20 Jul, 17:00 · caller +15145550142
case found
Identity
Anderson Rubino
Established on the call
Verified
Phone
+15145550142
Date of birth
1979-05-02
Deceased
Margaret Rubino
Agents
Grace — Estate Administration, Grace Mini — Inheritance Claim