We do one thing: Florida unclaimed property.
Not estate planning, not real estate closings, not business formation. We identify accounts the State of Florida is holding and recover them for the owners and heirs they belong to. Narrow scope is the point — it is what lets us know the state's documentation rules well enough to get a stalled claim moving.
Three kinds of claims
Most people never need us — a simple claim in your own name takes about twenty minutes on the state's website. These are the ones that stall.
Claims in your own name
Straightforward when the name and address match. Harder when the account is under a maiden name, a misspelling, a former address you can no longer document, or a name the holder reported incorrectly to the state.
Deceased owners and heirs
The state will not release funds until the person filing can show entitlement. That means death certificates and the documents establishing the line from the owner to the heirs. This is where most claims fail.
Businesses and trusts
Accounts reported under a company that has since dissolved, or held by a trust or estate. These require proof of authority to sign as well as proof of ownership.
What the state actually holds
- Dormant checking and savings accounts
- Uncashed payroll and vendor checks
- Stocks, dividends, and mutual fund shares
- Life insurance proceeds and annuities
- Utility and rental security deposits
- Certificates of deposit
- Customer overpayments and refunds
- Trust distributions
- Mineral and royalty payments
- Contents of abandoned safe-deposit boxes
What this program does not cover. Florida's unclaimed property program holds financial accounts and the contents of safe-deposit boxes. It does not hold real estate, land, or vehicles. If anyone offers to recover an abandoned house or lot for you through the state's unclaimed property division, that is not what the division does.
Four steps, no fee up front
We confirm the account is yours
We locate the reported account and check the ownership trail before asking you for a single document.
You sign the state's agreement
Florida adopts the recovery agreement form by rule, and a claimant's representative cannot use any other one. The fee is written into it before you sign.
We assemble and notarize the documentation
Identification, proof of ownership, and for estate claims the death certificate and entitlement documents. We coordinate the notary at no cost to you.
The state reviews and pays
The claim is filed with the Division of Unclaimed Property. Review times are set by the state, not by us, and no one can make them go faster.
What our engagement covers
Signing an unclaimed property recovery agreement with us covers one thing: identifying and recovering the specific account or accounts named in that agreement from the Florida Department of Financial Services. It is limited to that claim.
It does not create a general attorney-client relationship for other matters, and it is not a retainer for probate administration, estate litigation, real property disputes, or tax questions. If your situation needs any of those, we will tell you, and that would be a separate engagement with its own written agreement.
Nothing on this website is legal advice, and reading it or contacting us does not create an attorney-client relationship.
Start with a phone call
Tell us the name on the account. If there is nothing to recover, or if you can file it yourself, we will tell you on the call.
1-888-815-7782