Caller
Unidentified caller
+15145550222
Unverified
Calls
2 callsNewest first
Grace — Estate Administration
22 Jul, 21:50 · 2m 28s · Caller reported a death and was guided on the documents we need to open an estate case.
Positive
Concluded
Grace — Estate Administration
05 Jul, 22:19 · 8m 0s · Executor asked about probate timelines and what to send; answered and logged against the case.
Negative
Concluded
What the agent did
Tool calls for this callerOutcomes only
No tool calls recorded for this caller yet.
Identity
Unidentified caller
Established on the call
Unverified
Phone
+15145550222
Agents
Grace — Estate Administration
No estate case
Not matched to a case. The agent would take them through reporting a death, which starts a case in the same place as the public portal.