Unclaimed funds recovery across many categories
We handle all areas of unclaimed funds. Governing agencies and institutions are often inconsistent and disorganized, which leaves individuals stuck chasing requirements with no clear path forward. Our team helps simplify the process and keep it moving.
Identify the fund type, verify entitlement, compile documentation, coordinate requirements, and follow through.
Choose Buyout (faster payout) or Contingency (maximize recovery).
Common fund types we recover
Below are some of the most common categories. If yours isn’t listed, that’s fine — we still may be able to help.
Unclaimed dividends, distributions, and payments tied to securities, transfer agents, or legacy holdings.
Inactive accounts, forgotten balances, and legacy accounts that require verification and proper claim routing.
Surplus funds that may remain after a foreclosure-related resolution, subject to jurisdiction rules and documentation.
Surplus proceeds that may be held after certain tax-related property dispositions, often requiring strict filing steps.
Surplus proceeds held for a variety of reasons, where agency communication is often inconsistent or unclear.
Funds that may be held within bankruptcy-related processes, requiring correct claimant verification and documentation.
Life insurance proceeds, benefits, or refunds that may be unclaimed and require formal proof and claim submission.
Unclaimed wages, stale-dated checks, vendor payments, and refunds that may be escheated or held by an entity.
Forgotten deposits or escrow-related balances that can be difficult to track and often require identity verification.
Funds held through court registries or related channels that require exact documentation and procedural compliance.
In some cases, unclaimed property may include contents or tangible items that must be processed through formal channels.
Executor and beneficiary claims often require additional documentation (death certificate, will/POA) to establish authority.
How we help
Different agencies and institutions can require different documents and procedures. We keep the process structured, reduce confusion, and push the case forward.
We determine what type of unclaimed funds you’re dealing with and where it’s likely held.
We confirm identity and, if applicable, executor/beneficiary authority to act for an estate.
We guide you through the exact document requirements and ensure submissions are properly organized.
We handle communication and persistence so the process doesn’t stall or get derailed by the run-around.
Not sure what type it is?
That’s common. The first step is identifying the fund category and the correct pathway for recovery.
Start with the expedited claim form and provide what you know. We’ll guide the next steps.
Note: Eligibility, requirements, and timelines vary depending on the fund type and agency.
Start with a simple submission
Choose your offer option, upload your proof documents, complete a quick online notary session, and let our team handle the follow-through.