
Just found out money may be yours?
Start with the basics: what forgotten funds are, where they come from, and how a forgotten account ends up with the state.
Lifetime Financial finds lost and forgotten assets held by states, agencies, and institutions, then handles the research, paperwork, and follow-up to return them to their rightful owners.

What we do
Every year, banks, insurers, employers, and businesses turn over accounts they can’t return to their owners. The funds end up with state treasuries and other agencies, often waiting years for someone to claim them.
Getting them back is rarely simple. Records are decades old, names and addresses have changed, and when the owner has passed away the state wants proof of every link in the family chain. We find those assets, prove who they belong to, and do the work of getting them back.
Learn

Start with the basics: what forgotten funds are, where they come from, and how a forgotten account ends up with the state.

Estates add legal steps to every claim. Learn how probate works, the terms you’ll see, and what heirs are usually asked to prove.
Who we help
Whether the asset belongs to you, a family member’s estate, or your organization, the process is built around the same goal: returning it to the right hands.

Lost accounts, uncashed checks, insurance policies, and funds left to heirs and beneficiaries.
Assets lost through mergers, acquisitions, ownership changes, and years of routine operations.
Refunds, settlements, and payments owed to agencies and nonprofit organizations.
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Our expertise
Each state and institution has its own claim forms, proof requirements, and review process. We build every claim around them, from the first record search to the day the funds are released.
Researchers, a nationwide notary network, and attorneys work together on every claim.
How it works
Five steps from the first call to the funds being released. We take care of the work at every stage and keep you informed along the way.
Our research team finds assets that have been lost or forgotten and confirms where they are held and who is entitled to them.
We schedule a notary public from our nationwide network to meet you and collect the documents that prove ownership.
We prepare the full claim package and submit it to the state, agency, or institution holding the funds.
We stay on the claim, and our network of attorneys steps in when a holder is slow to respond or process it.
Once the claim is approved, the asset is released to you, its rightful owner or beneficiary.
Where we work
We are registered or licensed with each state office below and file claims under its rules. Together, these states hold more than $30 billion in forgotten funds.
Alaska
Alaska Department of Revenue, Treasury Division
$16M returned in 2025
California
California State Controller’s Office
$15.5B held by the state
Florida
Florida Department of Financial Services
$2B+ held by the state
Georgia
Georgia Department of Revenue
$3.3B held by the state
Iowa
Treasurer of State of Iowa
$648M+ held by the state
Massachusetts
Massachusetts State Treasurer
$3.4B held by the state
Nevada
Nevada State Treasurer
$940M+ held by the state
New Mexico
New Mexico Taxation and Revenue Department
$390M held by the state
Oklahoma
Oklahoma State Treasurer
$1.4B+ held by the state
Pennsylvania
Pennsylvania Treasury
$5B+ held by the state
Reviews
I was not aware I was owed money. At first I tossed aside the correspondence thinking it was a scam, then a few months later I decided to follow up. After speaking with a representative and checking them out on BBB I decided what the heck. After signing agreement within a couple months I received my check in the mail and it was right on time because I had lost my job and just had surgery. I can’t thank Lifetime Financial enough for their help and guidance through this process!
Lifetime Financial was able to recover over $7,000 in unclaimed property from my state. The process went smoothly with minimal involvement on my part, and the company did exactly what they said they would do. The people I dealt with were courteous and knowledgeable. My experience was everything I expected.
Lifetime Financial was able to recover $5000 in unclaimed funds in my name from my state department. It bears mention that I had attempted to recover this in the past on my own and was unsuccessful. Lifetime is legit and knows how to navigate this process!
When they called me about this, I was sure it was a scam. But after talking and meeting with them at my home, I determined they were not. And it came through just as they said it would and they did all the paperwork for me.
Lifetime Financial helped me recover a substantial sum for myself and my siblings. They were persistent in the face of a dense bureaucracy, where others had failed.
Verify us
Most of our clients first hear from us by phone or letter, and it’s smart to be careful. Before you share anything, you can confirm that the call or letter really came from Lifetime Financial.
Get started
Talk to a real person on our team. We’ll explain what we found, what happens next, and answer anything you want to know before you decide.