- Locate documents required to prove ownership
- Facilitate estate administration and other judicial proceedings required to establish ownership and distribute assets
- Contact all interested parties to coordinate cooperation necessary to achieved desired results
- Facilitate settlement of disputes
- Correct unclaimed property reporting errors and erroneous application of unclaimed property laws and rules
- Appeal improper unclaimed property claim denials
- Correct improper inheritance distributions
- Facilitate enforcement of contracts, agreements, judgments, and judicial orders
- Facilitate negligence actions against companies who fail to report complete and accurate account owner identification information to unclaimed property administrators
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).