Top Tips For Claiming Unclaimed Property

1. Are you having difficulties finding documents that establish your connection to your state of california unclaimed money?

Finding the documents necessary to prove your ownership to the State can be difficult, time-consuming, and expensive. Do you need to provide a document that will establish your connection to a business, an old address, a bank account, an insurance policy, or a retirement or investment account? Do you know what type of documentation will be accepted by the State?

These types of records are considered key connecting documents and are the most commonly sought forms of documentation required by Florida and California unclaimed property administrators.

Perhaps you are aware of what type of documentation you need to prove that you are the owner of the unclaimed property, but you’re having difficulty acquiring the documentation.

Choice Plus has decades of experience finding and obtaining the documents our clients need to support their unclaimed property claims.

2. Have you had trouble establishing that you are an heir of an estate or beneficiary of a trust that has unclaimed property?

You’ve found unclaimed property that belongs to someone who has died and you are entitled to receive from their estate. However, the State has sent you a letter stating that the estate requires administration in order to obtain court orders proving your inheritance rights. Or, you learn that there are other heirs that must be found in order for the court to allow administration to continue. Perhaps one or more of the heirs refuses to cooperate, holding up administration and distribution of the estate.

Are you having trouble finding the original last will and testament or the trust instrument? Do you lack the funds necessary to pay the court and an attorney to administer the estate?

These are common challenges heirs and trust beneficiaries face when they attempt to claim the unclaimed property of a deceased owner. Choice Plus, LLC is skilled in locating heirs, finding missing documents such as wills and trusts, and in assisting with carrying out the duties required to complete estate administration.

At Choice Plus, LLC, we are devoted to helping our clients succeed in recovering unclaimed property that they rightfully own. We advance our capital to pay for attorneys, court filing fees and other costs needed to prove your entitlement to your unclaimed property. If our efforts fail, you owe us nothing, and you are not required to reimburse us for capital we advanced on your behalf. Contact us for more information or to schedule a free consultation with one of our attorneys.