HOW IT WORKS
We Research
Our organization conducts research and audits of records maintained by governmental agencies across the country to identify funds that may be owed to individuals, families, and businesses.In many cases, government agencies are not required to directly notify individuals when funds may be available to them—particularly when the agency has outdated contact information or the funds are associated with a previous property owner, transaction, or other public record. Notification may be limited to a public posting, a published notice, or correspondence sent to an address on file.Importantly, not all funds are included on the public-facing unclaimed property lists or databases that people commonly search. Some potential claims are maintained within agency records, tax-sale records, court records, or other government databases and can be difficult to identify without knowing where to look or how to interpret the records.That is where our research makes a difference. We help uncover potential claims that may otherwise go unnoticed and bring the information directly to the individuals or businesses who may have a right to pursue them.
We Verify
We carefully review the available records and information related to the potential claim. We verify the applicable agency, claim status, available funds, eligibility requirements, and the documentation needed to pursue the recovery.Our goal is to make sure the information is accurate and that you understand the process before moving forward. We do the research so you can make an informed decision with confidence.
We Identify
Once we`ve located the funds, great efforts are expended to then locate the rightful owner(s). Our team goes to work with our attorneys, researchers, and notaries to work with the agency holding your unclaimed money.
Remember, if these funds go unclaimed for too long, they are usually lost to the government agency holding them.
You Decide
If you choose to proceed, we provide the necessary paperwork along with notary instructions so the required documents can be properly reviewed, signed, and notarized. We make the process as simple and straightforward as possible while ensuring you understand what you are signing before moving forward.
You review our agreement, understand our fee structure, and decide whether you would like Claim Wise Consulting to assist you with the claim. There is no pressure or obligation to move forward.
We Contact You
We reach out to explain why we're contacting you and what we've found
You may be entitled to funds you didn’t know were waiting for you.
Our research identified a potential claim connected to you or your family. We contact you to explain what we found, answer your questions, and guide you through the recovery process—with no pressure and no obligation.
We Handle The Process
If you choose to work with us, Claim Wise Consulting handles the agreed-upon research, documentation, and recovery assistance on your behalf. We coordinate the necessary steps, follow up with the appropriate agencies, and help ensure the required documentation is properly submitted.
You are kept informed throughout the process. We provide updates as your claim progresses, communicate important developments, and remain available to answer questions along the way. Our goal is to make the recovery process as clear, organized, and stress-free as possible—so you always know where your claim stands.
Your Information Always Private
We keep your information 100% private and confidential.
We never ask for any personal financial information.
We do not sell or give your information to anyone outside of our organization.