cOMPLIANCE & SECURITY

Restricted data, handled like restricted data

Our data handling is controlled and audited.. That is the reason the records are fresh — and the reason we are deliberate about who we release them to and what they may be used for.

Data Sources

Where the records come from

We combine state vital records with funeral home notices and other corroborating sources. Every match carries its source and a source tier, so you always know whether a result is verified at source or reported.

Verified

State vital records and other primary-source death records. Actual date of death. This tier is what a confirmed disposition is built on.

Corroborated

Multiple independent sources agreeing — funeral notices, institutional reports, public death files.

Reported

Single-source signals such as an obituary. Useful as an early warning, never sufficient on its own for an irreversible action.

Permissible Use

We qualify the use case before we release data

Restricted data is released only for a documented permissible purpose. Before onboarding we confirm the business use, who will access results, and how long they are kept

What we ask you

  • The business purpose and the decision the data supports

  • Which systems will hold results, and who has access

  • Retention period and destruction process

  • Whether results are shared with any third party

What we commit to

  • Encryption in transit and at rest

  • Least-privilege access with per-user credentials

  • Full audit log of every upload, match run and export

  • Documented data-handling and breach-notification process

Your obligations, our output

Reporting built for the examiner, the trustee and the auditor

Insurance

Documentation of periodic death-file comparison against in-force policies, contracts and retained asset accounts, plus beneficiary-location effort.

Pension & benefits

Death audit evidence, missing-participant search documentation, and period-over-period reconciliation.

Banking

Match evidence for account restriction and escheatment decisions, with source and date of death recorded.

Collections

Decedent flags with timestamps, supporting a documented stop-contact and estate-routing workflow.

Your file is yours

We process the population you send to produce your results. We do not resell your file, we do not merge it into a marketing product, and we destroy it on request or at the end of the retention period you set in the agreement. Free file analyses are destroyed once the findings review is complete.

This page describes our data handling and onboarding practice. It is not legal advice, and it does not substitute for your own counsel's assessment of your obligations under applicable federal and state law.

Have your compliance team send us their questions

We would rather answer a security questionnaire up front than surprise anyone later. Send it over and we will complete it.

Looking for inherited real estate leads? Our sister service, InheritedData, matches the same death data to property records for real estate professionals.

Copyright 2026. Realty Mitigation Services, LLC. dba Deceased Intelligence Services. All rights reserved.