Inheritance & Trust Services

Expert guidance on asset reunification, legal implications, and state-specific processes for trust distributions.

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Inheritance Services Overview

Assets often get transferred to state unclaimed property divisions if heirs do not claim them in time. Get with our team today to help you identify and claim assets of a deceased relative.

Asset Search & Location

We use proprietary databases, advanced technology, and relationships with state agencies to search for unclaimed assets such as bank accounts, insurance policies, stocks, bonds, and property.

This service helps beneficiaries or heirs who are unaware of certain assets or who have lost track of them, often assisting in bypassing legal roadblocks or lengthy probate procedures.

Beneficiary and Heir Location

Asset Reunite Partners assist in identifying and locating missing or unknown heirs, as well as beneficiaries who may not be aware of their entitlement to assets.

This is critical when beneficiaries are hard to reach, or when companies dealing with estates need to fulfill legal requirements in tracking down heirs before assets are turned over to the state.

Filing Claims For Asset Recovery

Our team helps with the administrative burden of filing the necessary claims to retrieve assets that have escheated (reverted) to the state. This includes completing paperwork & liaising with the relevant agencies, financial institutions, or other asset holding entities.

We simplify the process for our clients by eliminating the need for navigating the complex legal and financial procedures solo.

Our team streamlines the asset recovery process by bypassing lengthy probate proceedings for assets that can be directly claimed without court involvement.

In cases where certain assets (e.g., life insurance, retirement accounts with designated beneficiaries) can be claimed without probate, our team can expedite the transfer to heirs, saving time and reducing legal costs.

Unclaimed Estate Property Recovery

Asset Valuation and Documentation

We provide detailed valuations and organize documentation required for asset claims, especially for assets that may have fluctuated in value over time (e.g., stocks, property).

Proper valuation of inherited assets is important for equitable distribution, tax purposes, and to prevent disputes among heirs. We work with our clients to ensure all documentation is in order and values assets accurately.

Risk Mitigation for Heirs

Service: Offer guidance to prevent heirs from losing out on inherited assets due to legal, tax, or procedural missteps, including escheatment to the state.

Fit: The company would help heirs navigate complex tax liabilities, legal claims, or regulatory hurdles that could otherwise diminish or prevent the successful recovery of inherited assets.

Ongoing Asset Monitoring

Asset Reunite Partners Provides ongoing property monitoring and audit services for estates to ensure that no assets are left unclaimed after initial distribution.

Heirs can benefit from continued monitoring to ensure any overlooked or newly discovered assets are claimed in the future.