How the Recovery Process Works
A straightforward process from initial research to successful recovery.
We Identify Potential Property
Our researchers review available unclaimed-property records and identify property that may be associated with an individual, estate, heir, or business.
We Research the Connection
We review available records and information to determine whether a potential claimant may have a legitimate connection to the reported property.
We Contact the Potential Claimant
We explain why we reached out and provide a Heir Crest reference number so the recipient can independently verify our contact information.
We Explain the Opportunity
If you choose to engage Heir Crest, we explain the property, the applicable recovery process, and the service terms before any engagement begins.
We Prepare the Claim
We help gather and organize the documentation required to support the claim and prepare the applicable recovery paperwork.
We Follow Through
We remain engaged throughout the process, assist with additional documentation requests, and work toward a successful recovery.
Our Commitment to Transparency
- Service terms are explained clearly before a client enters into any recovery agreement.
- A written recovery agreement is provided before any engagement begins.
- Procedures for claims outside California may vary based on applicable law and the specific recovery agreement.