Our Services
Heir Crest provides research, documentation, and claim-preparation services for individuals, heirs, estates, and businesses pursuing eligible unclaimed-property claims.
Unclaimed-Property Research
We review available unclaimed-property records maintained by state agencies and other holders to identify property that may be associated with a potential claimant. Our research covers individuals, estates, heirs, and businesses.
Documentation Support
Unclaimed-property claims often require supporting documentation — including identification, proof of address, proof of ownership, estate documents, or records establishing heirship. We help clients understand what documentation may be required and organize it effectively.
Claim Preparation
We help prepare the applicable claim forms, recovery agreements, and supporting paperwork required to pursue an eligible claim. We work to ensure that submissions are complete and accurate.
Recovery Follow-Through
The recovery process does not always end with an initial submission. Heir Crest remains involved after a claim is filed, assists with additional documentation requests from the holding agency, and works toward a successful recovery.
Who We Serve
- Individuals who may have unclaimed property in their own name
- Heirs and family members of deceased individuals with unclaimed property
- Estates and estate representatives
- Businesses with unclaimed property associated with their entity
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.