Structured Solutions for Complex Entitlements

We assist heirs, beneficiaries, and successors in identifying and recovering funds distributed—or overlooked—during the probate process. Whether the estate was intestate or administered under court supervision, we analyze probate filings, inventory reports, and distribution orders to locate unpaid or misdirected assets. Our approach ensures lawful entitlement is properly documented and assets are claimed in accordance with the California Probate Code.

When a property is sold at tax auction, any surplus funds remaining after taxes and costs are paid may be claimable by the prior owner or their successors. We specialize in tracing eligibility for these funds, navigating county treasurer protocols, and preparing compliant submissions to recover the excess proceeds. Many such claims go unfiled due to notice errors, statutory confusion, or lack of awareness—issues we are built to overcome.

Our firm audits overpayments, misapplied assessments, and administrative refunds arising from property tax obligations. Whether due to reassessment delays, duplicate payments, or jurisdictional errors, we help individuals and estates recover funds that have been improperly held or unclaimed. Each case is supported by documentary evidence, statutory references, and procedural filings with the appropriate taxing authority.

Escheated property refers to dormant assets—such as bank accounts, dividends, and safe deposit contents—that have been transferred to the State due to inactivity or lack of contact. We investigate claim eligibility under the California Code of Civil Procedure, review state-held records, and compile the required documentation to initiate recovery. From forgotten accounts to misdirected inheritance, we help ensure that rightful claimants receive what is legally theirs.