How to set-up alerts

How to Set Up Alerts in Probate Data

1. Start a New Search

• Click on the "New Search" option.
• Select a state (e.g., California) and continue to choose a county (e.g., Los Angeles County).
• Define a date range (e.g., from July to today) and hit “Search.”

2. Apply Criteria to Narrow Results

• Use filters to specify the cases you want alerts for, such as:

• Status: Only cases marked as "Available" (e.g., property title matches the deceased, and the property hasn’t been sold or listed).
• Contact Information: Cases with both a phone number and an email address.
• Update the search and review the refined results (e.g., from 510 cases to 241).

3. Save as an Alert

• Click “Save Search” and provide a descriptive name (e.g., “LA with phone numbers and email - Available”).
• Check the box labeled “Send email alerts for new cases.”
• Click “Save” to finalize the alert setup.

4. Receive Notifications

• Going forward, you’ll get email notifications whenever new cases matching your criteria are added.

Summary: Alerts allow you to automate updates for specific cases by setting filters and criteria. Once saved, you’ll receive email notifications with new matches, keeping you informed without manual searches.

Updated on: 09/07/2025