Our Mission 

If a claim is not made within the required timeframe, unclaimed funds may be transferred to the state treasurer.

Once this happens, recovery may still be possible, but it can require additional steps and documentation.

Our goal is to help clients identify potential unclaimed funds early and assist with the claims process to help ensure they are properly filed and not missed due to deadlines or paperwork issues.

We review public records and related documents to locate possible unclaimed assets and help guide rightful owners through the recovery process from start to finish.

Our Vision

We would be glad to help you recover any funds we’ve identified that may belong to you. Many clients are surprised to learn they may be entitled to unexpected surplus funds.

If recovered, these funds can be used for anything from paying down debt to investing, saving, or covering important expenses.

Our role is to help ensure these funds are properly identified and claimed so they are returned to the rightful owner instead of remaining unclaimed.