State Unclaimed Property Registries
All 50 states' unclaimed property programs searched at once, with no state-by-state hunting for a decedent who moved or worked across the country.
Unclaimed Property
50 States
State unclaimed property programs searched in parallel
96%
Of estates are estimated to contain unclaimed assets
The Unclaimed Picture
When accounts go dormant, institutions turn them over to the state. As much as $2 trillion is projected to slip through the cracks during the Great Wealth Transfer. Heirloom helps your team surface property before it is overlooked.
All 50 states' unclaimed property programs searched at once, with no state-by-state hunting for a decedent who moved or worked across the country.
Bank balances and brokerage remainders that went inactive and were turned over to the state as abandoned property.
Payroll, insurance, vendor, and tax refunds that were issued to the decedent but never cashed.
Utility and rental deposits, brokerage remainders, and closed-account balances that quietly slipped out of view.
Unclaimed benefits reported to state programs and the NAIC database that heirs are owed but never knew to file for.
Other tools were so limited that we had no way of knowing what was out there. With Heirloom, I find things I would never be able to find on my own. It makes me realize just how much must have been missed in the past.
Karen, paralegal of 20 years
How It Works
Step 1
Your staff spends a few minutes entering the decedent's name and identifiers into a secure dashboard. No document hunting to get started.
Step 2
Unclaimed property already turned over to the states is among the first results to populate, so your team can begin recovery right away.
Unclaimed property is only the start. The same intake can also surface real estate, bank and investment accounts, retirement plans, life insurance, business holdings, and other liabilities, feeding one shared estate inventory.
Launch a turnkey estate inventory service line that captures new revenue with zero added headcount.
Schedule a demoUnclaimed Property
50 States
State unclaimed property programs searched in parallel
96%
Of estates are estimated to contain unclaimed assets
The Unclaimed Picture
When accounts go dormant, institutions turn them over to the state. As much as $2 trillion is projected to slip through the cracks during the Great Wealth Transfer. Heirloom helps your team surface property before it is overlooked.
All 50 states' unclaimed property programs searched at once, with no state-by-state hunting for a decedent who moved or worked across the country.
Bank balances and brokerage remainders that went inactive and were turned over to the state as abandoned property.
Payroll, insurance, vendor, and tax refunds that were issued to the decedent but never cashed.
Utility and rental deposits, brokerage remainders, and closed-account balances that quietly slipped out of view.
Unclaimed benefits reported to state programs and the NAIC database that heirs are owed but never knew to file for.
Other tools were so limited that we had no way of knowing what was out there. With Heirloom, I find things I would never be able to find on my own. It makes me realize just how much must have been missed in the past.
Karen, paralegal of 20 years
How It Works
Step 1
Your staff spends a few minutes entering the decedent's name and identifiers into a secure dashboard. No document hunting to get started.
Step 2
Unclaimed property already turned over to the states is among the first results to populate, so your team can begin recovery right away.
Unclaimed property is only the start. The same intake can also surface real estate, bank and investment accounts, retirement plans, life insurance, business holdings, and other liabilities, feeding one shared estate inventory.
Launch a turnkey estate inventory service line that captures new revenue with zero added headcount.
Schedule a demo