Automated Estate Asset Inventory Gap Tracking
Every Monday, WebRun opens EstateExec, reviews the asset inventory for incomplete entries such as missing appraisal values or unknown ownership titles, logs each gap to a Google Sheet, and sends the executor an SMS via Twilio listing what still needs attention.
How do I automatically track missing asset information in an estate inventory?
WebRun reviews your EstateExec asset inventory every Monday, finds every entry missing a valuation, title, or supporting document, and logs each gap to a Google Sheet. It then sends the executor an SMS via Twilio with a prioritized list of what still needs to be gathered, so the inventory stays complete.
- Every asset gap is logged and tracked from the first weekly run
- Executor gets an SMS nudge each Monday so gaps are never forgotten
- New gaps are distinguished from carry-overs so priorities are clear
Built for estate executors · probate attorneys · estate administrators · family trustees
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.estateexec.comin a real browser with your saved login - no setup, no API keys. -
1
EstateExec - identify assets with incomplete information
estateexec.com
WebRun opens EstateExec to identify assets with incomplete information. - Open EstateExec and navigate to the estate asset list
- Identify assets with missing valuation, missing title information, or no attached documentation
- Capture the asset name, type, and the specific missing field for each gap
Done when All assets with incomplete information are listed with the exact gap identified.
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2
Google Sheets - log each gap with asset details
google.com
WebRun opens Google Sheets to log each gap with asset details. - Open the asset inventory gap tracker spreadsheet
- Append a row for each incomplete asset with the estate name, asset name, asset type, and the missing field
- Mark newly added rows to distinguish from previously known gaps
Done when The gap tracker sheet is updated with all current inventory gaps.
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3
Twilio - SMS the executor with the gap list
twilio.com
WebRun opens Twilio to sMS the executor with the gap list. - Compose a concise SMS listing the count of open gaps and the top priority items by asset type
- Send the SMS to the executor's registered mobile number
- Include a note on how many gaps are new this week versus carry-overs
Done when Executor receives an SMS summary of outstanding asset inventory gaps.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact third parties like banks or appraisers automatically?
No. WebRun only reads the estate's own asset data in EstateExec and alerts you to the gaps. Contacting banks, appraisers, or any third party is your decision.
How does it know what information is missing?
EstateExec records each asset with fields for value, title, and documentation. WebRun checks for assets where any of these fields are blank or show no appraisal attached.
What if there are no gaps this week?
If every asset entry is complete, WebRun sends a short confirmation SMS instead of a gap list, so you know the check ran and the inventory is currently clean.
Related templates
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