Success Stories

Real-world recoveries.

Every claim is unique. While past results do not guarantee future outcomes, these anonymized case studies illustrate the potential of a thorough search.

The 15-Year-Old Savings Account

The Situation: A Midwest family moved across state lines and closed most accounts, but missed one small savings account at a regional bank.

The Outcome: By reviewing prior addresses, we located the record. The recovered funds helped cover a semester of college tuition.

Individual Claim

The Independent Contractor

The Situation: A freelancer with clients in multiple states had several uncashed vendor checks and rebates lost during frequent moves.

The Outcome: A multi-state sweep identified records in three different jurisdictions. The total recovery was significantly higher than the client expected.

Business / Self-Employed

The Confused Heir

The Situation: After a relative passed away, an heir received confusing notices about potential assets in a state where they had never lived.

The Outcome: We clarified the documentation requirements for estates. The heir successfully filed the claim directly with the state using our roadmap.

Estate Recovery

What our clients value most

Beyond the money, its the clarity and confidence in the process that stands out.

Clarity on Requirements

Clear explanations of exactly what documents each state demands before they will release a check.

Organization

Guidance on how to organize paperwork for complex multi-state claims so nothing gets lost in the mail.

Realistic Expectations

Honest assessments of timelines. We tell you upfront that some states take months to process claims.

Disclaimer: Escheat.ai is a private service. You are always free to work directly with state unclaimed property programs or other trusted advisors without our assistance. The stories above are anonymized composites for illustrative purposes.