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Cases

GET
List cases
POST
Create a case
GET
Get a case
PATCH
Update a case
DEL
Delete a case

Deceased

GET
Get deceased info
PUT
Set deceased info
PATCH
Update deceased info
DEL
Remove deceased info

Executor

GET
Get executor info
PUT
Set executor info
PATCH
Update executor info
DEL
Remove executor info

Authority

GET
Get authority verification
PUT
Set authority verification
PATCH
Update authority verification

EIN

GET
Get EIN info
PUT
Set EIN info
PATCH
Update EIN info

Financial Accounts

GET
List financial accounts
GET
Get a financial account
PATCH
Update a financial account

Documents

GET
List documents
POST
Upload a document
GET
Get document metadata
GET
Download a document
PATCH
Update document metadata
DEL
Delete a document

Searches

GET
List searches
GET
Get a search
PATCH
Update search status

Persons

GET
List interested persons
POST
Add a person
GET
Get a person
PATCH
Update a person
DEL
Delete a person

Goals

GET
List goals
GET
Get a goal
PATCH
Update a goal

Bank Accounts

GET
List bank accounts
GET
Get bank account details
PATCH
Update bank account

Signers

GET
List account signers
PATCH
Update a signer

Transactions

GET
List transactions
GET
Get transaction details
PATCH
Update transaction

Recurring Payments

GET
List recurring payments
PATCH
Update recurring payment

Account Beneficiaries

GET
List POD/TOD beneficiaries
PATCH
Update beneficiary

Statements

GET
List statements
GET
Get statement metadata
GET
Download statement PDF

Balance History

GET
Get balance history

Life Insurance

GET
List life insurance policies
GET
Get policy details
PATCH
Update policy

Credit Cards & Debts

GET
List debts
GET
Get debt details
PATCH
Update debt

Retirement Accounts

GET
List retirement accounts
GET
Get retirement account details
PATCH
Update retirement account

Investment Accounts

GET
List investment accounts
GET
Get investment account details
PATCH
Update investment account

Real Estate Properties

GET
List properties
GET
Get property details
PATCH
Update property

Unclaimed Property

GET
List unclaimed property
GET
Get unclaimed property details
PATCH
Update unclaimed property

Vehicles

GET
List vehicles
GET
Get vehicle details
PATCH
Update vehicle

Business Ownership

GET
List businesses
GET
Get business details
PATCH
Update business

Probate Reference

GET
List states
GET
Get state probate details
GET
List counties in a state
GET
Get county probate details

Probate Forms

GET
List state probate forms
GET
Get form details

Probate Case

GET
Get probate case details
PUT
Set probate case info
PATCH
Update probate case info

Probate Deadlines

GET
List probate deadlines
PATCH
Update a deadline

Probate Filings

GET
List court filings
GET
Get filing details
PATCH
Update filing

Creditor Claims

GET
List creditor claims
GET
Get claim details
PATCH
Update claim status

Distributions

GET
List distributions
GET
Get distribution details
PATCH
Update distribution

Pro Users

GET
Get current user profile
PATCH
Update current user profile
GET
List all cases for current user

Collaborators

GET
List collaborators
GET
Get collaborator details
PATCH
Update collaborator

Closure

GET
Get closure status
GET
Get closure step details
PATCH
Update closure step
PATCH
Update a sub-task

Institution Contacts

GET
List institution contacts
GET
Get institution contact
PATCH
Update institution contact

Phone Calls

GET
List phone calls
GET
Get phone call details
PATCH
Update phone call
GET
Download call recording

Emails

GET
List emails
GET
Get email details
GET
Get email delivery receipt

Notarization

GET
List notarizations
GET
Get notarization details
GET
Download notarized document

Faxes

GET
List faxes
GET
Get fax details
GET
Get fax delivery receipt

Identity Verification

GET
List identity verifications
GET
Get verification details
PATCH
Update verification

Real Estate Valuations

GET
List real estate valuations
GET
Get valuation details
PATCH
Update valuation

List by Type

List lines of credit

List debts in collections List banking & deposit debts

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