Unclaimed funds can consist of insurance policy proceeds, unclaimed tax returns, unpaid wages, abandoned bank accounts, and bankruptcy payments, which can all go unclaimed and eventually get turned over to the appropriate agency after being deemed abandoned.

While there is no national database of unclaimed funds, there is, in almost every state, a state-run unclaimed property agency that serves as the keeper of any such unclaimed funds. Moreover, in most states, the law requires the payor to turn over any unclaimed funds held by them to the unclaimed funds agency.

And the best news of all is that claiming your money is not all that difficult. There is no need for you to hire an expensive agency to secure the unclaimed funds.

You can accomplish this on your own, and for free, by visiting usa.gov. You will need to find the section dedicated to helping the rightful owners find unclaimed funds. You will find many helpful links for locating unclaimed funds from different sources. 

If you have ever been curious if there are funds out there with your name on them, now is an excellent time to look at your state’s official registry and see if they are holding funds for you. 

We specialize in educating and helping you protect what you have for the people you love the most. Contact us to learn more about how we can help.


June 14, 2024

In an era where environmental consciousness is increasingly essential, many individuals want to extend their commitment to sustainability into their ...

How to Embed Environmental Values into Your Estate Plan

June 7, 2024

As individuals enter their senior years, vision changes are expected. These changes can impact daily activities and have legal implications, ...

Adapting to Age-Related Vision Changes

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}
Register for Our Upcoming Event!

Age Like You Mean It!


Planning for the Second Half of Life

Our clients love our Zoom concierge meetings! We offer closed captions for the hearing impaired - both in meetings and in the webinar.

You're Not Alone Book Series

A new informational guide for those who have received an Alzheimer’s Diagnosis and their families.

10.0Helayne Levy Payne
Helayne Levy PayneReviewsout of 45 reviews