A clear process from the first call to your funds
We do the research, paperwork, and follow-up. Here’s exactly what happens at each step, and what’s needed from you.
Identify the asset
Our research team, which includes private investigators, skip tracers, and other trained professionals, searches records from states, federal agencies, and other holders. When we find an asset, we confirm where it is held, its current status, and who is legally entitled to claim it.
What you do: Nothing yet. If we’ve found something that may belong to you, we’ll reach out to explain what it is.
Notary and documents
Once you decide to work with us, we schedule a notary public from our nationwide network to meet you. The notary collects and notarizes the documents that prove your ownership or entitlement, along with any legal documents the holder requires.
What you do: Sign the agreement, meet the notary, and provide the supporting documents your claim requires.
File the claim
We assemble the complete, notarized claim package and submit it to the custodian or institution responsible for holding and distributing the asset, whether that’s a state treasury, a federal agency, an insurer, or a company.
What you do: Nothing. We handle the forms and the submission.
Follow through with the holder
Holders don’t always move quickly. We track the claim, answer the holder’s requests, and bring in our network of attorneys when a claim needs to be pushed forward, so it gets reviewed and processed.
What you do: Answer the occasional follow-up question. We’ll keep you updated on progress.
Receive your funds
When the claim is approved, the holder releases the asset to you as the rightful owner or beneficiary, and your case is complete.
What you do: Receive your funds, and tell us if you have any questions afterward.
Get started
Ready to get started, or still have questions?
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.