InheritedDataPRO · included with every plan

Your records don't arrive in an email. They arrive in a platform.

InheritedDataPRO is where your assigned records live: filterable by county and date of death, exportable to CSV in one click, and backed by a fulfillment ledger that shows every record we ever posted to your account.

Included with Starter, Operator and Market Authority · No extra seat fees

inheriteddatapro.com/dashboard
Client Dashboard
Your assigned records
State
County
Assigned date
Date of death from
Date of death to
Download status
29 recordsDownload CSV
Account keyAssignedNameDODAgeProperty addressCounty
628418912026-08-12Dorethea Carlton7/9/202562338 Poplar St Se, Marietta GACobb
628368432026-08-12Gaetano Cimorelli7/10/20257826 Latimer Ln Ne, Kennesaw GACobb
628519182026-08-12James Binder7/13/2025814496 Dobbs Xing, Marietta GACobb
628473752026-08-12Hugh Roberts7/11/2025972584 Club Valley Dr Ne, Marietta GACobb
24–48 hrsfrom death to record in your dashboard
1 clickCSV export, ready for your CRM
Every cyclelogged in your fulfillment ledger
1 ownerevery record is yours alone
60knowledge base articles & scripts
The platform

Four screens. That's the whole product.

No training required, no implementation call. If you can filter a spreadsheet, you can run InheritedDataPRO.

01 · Log in

One login, on any machine

Your account is created the day you subscribe. Log in from the office, the car or the closing table — the same records are there.

  • Email and password, no VPN or install
  • Password reset without a support ticket
  • Billing portal linked in the sidebar
inheriteddatapro.com/login
02 · Client dashboard

Filter to exactly the list you'll call today

Every record assigned to you, filterable by state, county, assigned date, date of death and download status — so you can work the freshest deaths first and never call the same list twice.

  • Filter by county and date of death
  • Check off records as you download them
  • One-click CSV export for your CRM or dialer
inheriteddatapro.com/dashboard
Client Dashboard
Your assigned records
State
County
Assigned date
Date of death from
Date of death to
Download status
29 recordsDownload CSV
Account keyAssignedNameDODAgeProperty addressCounty
628418912026-08-12Dorethea Carlton7/9/202562338 Poplar St Se, Marietta GACobb
628368432026-08-12Gaetano Cimorelli7/10/20257826 Latimer Ln Ne, Kennesaw GACobb
628519182026-08-12James Binder7/13/2025814496 Dobbs Xing, Marietta GACobb
628473752026-08-12Hugh Roberts7/11/2025972584 Club Valley Dr Ne, Marietta GACobb
03 · Fulfillment ledger

Proof of every record we owed you

Most lead vendors ask you to trust the invoice. Your subscription page shows starting balance, plan size, cycle dates and records posted for every cycle you've ever had — so a short month is visible, not hidden.

  • Balance carried forward, cycle by cycle
  • Records posted against each cycle
  • Subscribed counties listed at the top
inheriteddatapro.com/subscription
Subscribed counties
Cobb, GA  ·  DeKalb, GA  ·  Fulton, GA
Balance fwdPlanCycle startCycle endRecords postedStatus
2,94210004/27/202505/26/20254,995Completed
7,83710005/27/202506/26/20253,032Completed
10,76910006/27/202507/26/2025199Completed
10,76810007/21/202608/21/202629Completed
10,69710008/21/202609/21/20260Active
Every record you were ever assigned, every cycle, on one page.
04 · Knowledge base

The playbook comes with the data

Scripts, import guides, and the process we've watched work across hundreds of counties. Buying the data is the easy part; this is the part that turns it into signed listings.

  • Cold-calling scripts written for heirs, not sellers
  • Step-by-step CRM import guides
  • Direct mail and VA services when you're ready to scale
Knowledge base
Knowledge base
Everything you need to work the records, in one place.
Getting startedStart here first
Coaching & trainingSystem & process
ApplicationsTools that save time
Tool kitRun your business
Login & accessApplication logins
Help & supportData & account help
Popular articles
Next steps after subscribing
How to import your InheritedData into HighLevel
Cold calling scripts
Why do I have 3 lists?
What's in a record

Every row is a house, a family, and a phone number.

Not a case number you still have to research. Each record is matched to the property the deceased owned and appended with contact data for up to five first-degree relatives.

Account keyUnique record ID
Assigned dateWhen it became yours
Full nameFirst, middle, last, suffix
Date of birth& age at death
Date of deathCaptured in 24–48 hrs
Property addressThe home they owned
City / county / stateYour subscribed market
Heir contact dataUp to 5 first-degree relatives
Exclusivity is enforced in the data, not the contract. A record assigned to your account key is never assigned to another. That's why the dashboard shows an owner for every row.
Why the ledger matters

You can audit us. Most vendors don't offer that.

If a county has a light month, you see it on your own subscription page — and the balance carries forward until we've posted every record you paid for.

Concierge service

We have built a business around InheritedData by offering a whole concierge service focusing on helping beneficiaries with a wide range of services.

Scott G.Problem Solver / Investor

17 deals from the first round

Our team purchased 3,000 aged records going back around 14 months. Immediately, we picked up 17 deals from our first round of contacting.

Ronda L.Realtor / Investor / Loan Specialist

See whether your county is still open.

Fifteen minutes. We'll check availability in your market, show you the platform, and tell you straight if we can't cover you.

See plans & availability

Or call direct: (407) 706-9960