You may need to provide proof of identity, ownership, or legal relationship to the property owner (such as death certificates or estate documents). We guide you on required documents and handle them securely.

We operate remotely and serve clients across all 50 states and U.S. territories where surplus fund recovery is legally permitted, tailoring our approach to local laws and procedures.

Recovery timelines vary depending on the jurisdiction and case complexity. Some claims may take a few months, while others involving legal complexities can take longer. We keep you informed throughout the process.

Our team conducts thorough research including owner verification, heir tracing, beneficiary identification, and ownership document reviews to ensure claims go to the correct parties.

First, you submit detailed information through our lead capture form. We then research property records and ownership, verify eligibility, contact you with findings, and upon agreement, prepare and file the claim with the appropriate authorities.

Absolutely. We use secure document handling and remote consultation methods to protect your privacy and ensure all sensitive information is managed confidentially.

You pay nothing unless we successfully recover surplus funds on your behalf. Our fee is a percentage of the recovered amount, which means no financial risk or out-of-pocket costs for you during the process.

Yes. We coordinate with qualified local legal counsel to manage complicated claims involving trusts, estates, title disputes, or multiple beneficiaries to ensure proper legal compliance and maximize recovery chances.

We can assist with research even if you have limited details. Our specialized expertise in public records and auction results allows us to locate potential surplus funds and identify rightful owners effectively.