- 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 forgotten.
- A relative could have investments, insurance policies, or bank accounts that you did not know about.
- Financial matters get overlooked or forgotten during times of stress.
For added security we utilize a Salesforce platform (site.com) to host our client portal. Clicking the Continue button below will open the portal where you will be able to upload supporting documentation, request DocuSign recovery agreements, and view real-time updates to your in-progress claim (coming soon).