The Process

How the Claim Process Works

Our process is designed to make a complicated situation easier to understand.

Two professionals sit at a table in a bright office discussing documents, with a map of the United States on the wall behind them.

Step by Step

A Structured Path Forward

1) Case Identification

We review public records related to foreclosure and tax sale activity to identify situations where surplus funds may have been created.

2) Ownership and Claim Review

We review available information to determine who may have the right to pursue the claim, such as a former owner, heir, estate representative, or other authorized party.

3) Documentation Planning

We outline the documents that may be needed, which can include identity documents, probate-related records, ownership records, affidavits, or court-required claim forms.

4) Claim Support

We help the claimant understand the submission process and next steps required by the relevant county, court, or agency.

5) Follow-Through

We help keep the process organized so the claimant can move forward with more confidence and less confusion.

Every County and Case Can Be Different

Surplus funds procedures vary depending on the jurisdiction, the type of sale, and whether the original owner is living, deceased, or represented by an estate. That is why careful review matters.

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