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Estate Planning Strategies

A detailed consultation to review potential unclaimed assets in the client’s name. During this consultation, we analyze the client’s information to identify any assets that may be eligible for recovery.

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Legal Advisory

Our experienced team provides comprehensive legal advisory services to guide you through complex legal matters with clarity and confidence, ensuring your rights and interests are protected.

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Financial Consulting

Financial advisory to help clients manage and organize their assets to prevent them from becoming unclaimed in the future. Includes recommendations for keeping clear and updated records.

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Legal Heirship and Beneficiary Rights

Assistance in verifying and establishing heirship or beneficiary rights for unclaimed property. This includes reviewing wills, trusts, and other estate planning documents to ensure rightful ownership and inheritance of assets. This service is especially valuable for family members or beneficiaries who may not have clear documentation.

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Business Assets and Dormant Accounts

Specialized services for businesses to recover unclaimed assets such as dormant accounts, uncashed checks, outstanding credits, or unreturned deposits. This service helps companies reclaim funds that may have been forgotten or left unclaimed due to changes in personnel or business structure.

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Disputes and Complex Ownership Issues

Legal assistance for cases where the ownership of unclaimed property is disputed or involves complex circumstances, such as co-ownership, divorce settlements, or business partnership disputes. Our team works to resolve these issues by researching and presenting evidence to support the client's rightful claim.