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