Research, documentation and claims administration

How We Help

Identify

Review the account and determine why the asset became dormant or unclaimed.

Locate

Find owners, heirs and beneficiaries and corroborate their relationship to the account.

Document

Obtain the records needed to establish identity and entitlement.

File

Prepare and administer the claim through the applicable holder or agency.

Resolve

Address requests for additional information and coordinate probate support when needed.

Distribute

Help complete the process through final approval and distribution.

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