Abstract: Systems and methods for automated estate management. Estate data for an estate is received. Allowable entities authorized to access the estate data are determined. Portions of the estate data that the entities are allowed to access are determined. At least one access condition that needs to be met in order to allow the entities to access the portions of the estate data are determined. Whether the at least one access condition is met is determined. Access is provided for the entities to the portions of the estate data that the entities are authorized to access if it is determined that the at least one access condition is met.

Abstract: Systems and methods for managing accounts associated with an estate. Estate data for an estate is received. The received estate data is verified. Closing data is generated for an account associated with the estate using the estate data. The closing data for the account is used to facilitate closing the account associated with the estate. In facilitating closing of the account associated with the estate, the closing data is sent to a first account system for the account to cause the account to be closed.

Abstract: A system comprises a processor; a communications engine for receiving a request to determine potential service provider accounts that a user has with one or more service providers and for obtaining financial data records of the user from an API that obtains the financial data records from a financial provider system, each respective financial data record corresponding to a respective transaction and including a respective date, amount, and party identifier corresponding to a respective party associated with the respective transaction; a confidence score determination engine for evaluating the financial data records to generate a particular confidence score corresponding to a particular party, the particular confidence score indicating a likelihood that the user has a service provider account with the particular party; and a potential service provider account identification engine for identifying the potential service provider account based on the particular confidence score.