HOW OUR PROCESS WORKS
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Receive a Notification From Us
You may receive a notification from us if our review of public records identifies a potential surplus funds claim associated with your property or estate. Our team monitors relevant records and identifies cases where surplus proceeds may exist. When applicable, we notify individuals with general information about the source of the funds and provide guidance on the steps involved in reviewing and submitting a claim. We offer support throughout the process to help you understand the available information and how to proceed.
Consultation With an Attorney
You may be offered a consultation with an attorney to review the details of your situation and discuss the surplus funds claim process. During this session, the attorney can provide general information about applicable procedures, explain the steps involved in filing a claim, and address questions related to documentation or requirements. This consultation is intended to help you better understand the process and available options before deciding how to proceed.
Notarize Documents and Submit to the County
After the necessary claim documents are prepared, they may need to be notarized and submitted to the county as part of the claims process. Notarization involves a certified notary public verifying identity and witnessing signatures to help confirm document authenticity. Once notarized, the documents can be submitted to the appropriate county office in accordance with local requirements. We provide guidance throughout this stage, including assistance with submission steps and general tracking of the process.
Contact Us
(408) 836-2607