The Full Process

From "you may be owed money" to a deposit in your account.

Here's exactly what happens after you reach out — every step we take on your behalf, in the order we take it. No legal jargon, no upfront cost, no guesswork on your end.

Start My Free Review →
Couple reviewing their surplus funds documents together at home
Step by Step

What we do, from the moment we take your case.

  1. Identifying Surplus Funds

    We monitor county auction and tax sale records to identify surplus proceeds tied to former homeowners — funds that remain after a property's debts are paid off at sale.

  2. Locating the Rightful Claimant

    Our research team identifies and contacts the homeowner — or, if they've since passed away, their heirs — to begin the claim process.

  3. Title and Lien Review

    We perform a title search on the property to check for any outstanding liens or competing claims that need to be resolved before funds can be released.

  4. Verifying Funds Are Available

    Before moving forward, we confirm directly with the county that the surplus funds are on hand and ready to be claimed.

  5. Preparing the Legal Documentation

    Our team prepares every document required for your claim. We cover all associated legal filing fees — you are never billed upfront.

  6. Notarization and Submission

    Once prepared, your documents are notarized and formally submitted to the appropriate county or state treasury department.

  7. Ongoing Case Follow-Up

    We stay in contact with the county throughout the review process, keeping you updated and handling any follow-up requests so you don't have to.

  8. Successful Payout

    Once your claim is approved, your funds are released to you directly. We're paid a contingency fee only after you've been paid — never before.

Case specialist preparing and reviewing claim documents

We handle the paperwork. You don't have to think about it.

Every document, every filing fee, every piece of correspondence with the county — our team manages all of it. Most homeowners only need to do two things: confirm their identity, and deposit the check when it arrives.

Ready to find out if you're owed money?

Start My Free Review →
Takes about 2 minutes · No obligation · No upfront cost