Our Process
One agreement. Four steps. Zero surprises.
Recovering surplus funds is deliberate, procedural work — but from your side, it should feel simple. Here is exactly what happens from the moment we call you to the moment funds land in your account.
Notification & Case Review
Our research team monitors county records for surplus funds tied to former owners and heirs. When we identify a claim in your name, we reach out with the specific case number, the sale details, and the balance being held.
- Case file assembled from public records
- Sale, debt, and surplus amounts verified
- Rightful claimant chain confirmed
Verification & Engagement
You review our contingency agreement in plain English. There is no upfront cost, no hourly rate, and no obligation to proceed. We verify identity, current mailing address, and — where relevant — the probate or heirship documentation needed for the county.
- Plain-language engagement letter
- Identity and standing verified
- Contingency terms explained line by line
Filing & Advocacy
We prepare and submit the claim package to the county treasurer, trustee, or court with jurisdiction over the surplus. When a hearing is required, our attorneys appear on your behalf. We handle correspondence, objections, and any curative filings.
- Complete claim package prepared
- Court appearances handled by counsel
- Objections and requests answered promptly
Disbursement
Once the county or court releases funds, proceeds are wired to a trust account, our contingency fee is deducted per the signed agreement, and the balance is disbursed to you — typically by wire or cashier's check within days.
- Funds held in dedicated trust account
- Fee deducted only after recovery
- Balance wired directly to you
