Dark wood law library stacks with marble busts and a rolling ladder

Unclaimed property · 45 min

Claim packets and compliance

Assembling an owner claim without practicing law.

Member access · outline published

  1. State claim forms and identity documents
  2. Heir or estate documentation — when to refer a probate attorney
  3. Record retention in Trust Bank when the member asks
  4. Advertising and solicitation limits for finders
  5. Escalation to counsel for disputed ownership

Coming / member access

The live walkthrough, worksheets, and recorded desk session sit behind this track’s $49.50/year enrollment — plus an active membership. Membership does not include training. Other tracks are separate $49.50/year fees.

Enroll in Unclaimed property · $49.50/yearJoin · $99.98/year
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