Dormant assets often belong to people who have passed away. Situations such as divorce, death, relocation, job loss, and business hardship are common reasons assets become dormant, lost, or ignored. It is possible that a relative had investments, insurance policies, or bank accounts that you did not know about at the time of their death because it is not uncommon for financial matter to be overlooked during a time of stress.

Dormant assets – are typically stocks, bonds, checking, savings, or retirement accounts which have had no activity for an extended period of time. Unclaimed assets – are typically insurance policy benefits, inheritance, un-cashed cashier’s checks, deposits, refunds, sales proceeds, escrow monies, judicial settlements etc., that have never been claimed or the attempt to claim the asset failed.

We will never ask for any payment of any kind up front, nor do we ask for any personal, or banking, information not relevant to your claim. All costs incurred by us in locating assets along with administrative, miscellaneous and required legal fees, are borne by us. We are paid a small percentage of the total recovered asset amount. Our small fees are regulated and in full accordance with each state’s laws.

Each case is unique. Fees are determined by what is required to document ownership, the risk we take relative to the amount we must spend to prove ownership, and the anticipated difficulty in recovering the assets on your behalf. Service fees are fully disclosed in advance.

No fees are charged up front, ever. Nor are there ANY hidden fees. We will pay for the entire recovery process upfront and receive reimbursement when we successfully claim your inheritance for you.

Once we successfully claim your asset, the holder will directly mail you a check for your lost funds, less our fee. (The fee is always agreed upon before the recovery process begins).

Claiming your asset is a process that requires expertise, time, attention, and upfront costs such as legal fees. People hire us for different reasons. We work with people whose lives are busy, and individuals who want to reduce risk and increase their odds of success, all while speeding up payment. All our clients find our services to be valuable.

That will depend on your experience, time availability, and the difficulty of proving your right of ownership. Government data shows that a huge amount of claims are rejected for failure to provide proof of ownership which we specialize in finding. Fund holders require irrefutable evidence to avoid lawsuits. Due to our resources, technology, and experience, we have a 90+ percent approval rate.

Most often, your check will come directly from the fund holder. However, it could also come from an attorney’s trust account, or our trust account. Circumstances of your claim will determine how distribution occurs.