Estate Research & Recovery
The Reese CPA Firm specializes in estate research, account recovery, and the extensive investigative searches needed to locate and communicate with heirs and beneficiaries when the original account owners are deceased.We have experience in trust & estates, genealogy, and recovery, and understand the intricacies of state laws and the court system. As a result, we can successfully untangle even the most complex genealogical webs, finding family members, and preventing accounts from being lost. Through our estate research and owner location services customer relationships can be rekindled or started anew once customers are made aware of these dormant accounts.We have unmatched resources for resolving these often complex situations, including a nationwide communication network with local and municipal courts and a library of electronic data.
Our Estate Research & Recovery Services Can:
- Identify decedents and verify the proper heirs and beneficiaries of life insurance policy benefits
- Search for rightful heirs of dormant bank accounts, certificates of deposit, safety deposit boxes, and additional banking properties
- Locate lost investors and shareholders of public corporations and mutual funds. However, our ability to navigate the complex legal environment of estates, wills, and trusts is only one part of the solution. The Reese CPA Firm is uniquely positioned to go one step further and conduct customized owner location services that are custom tailored to your individual or business needs. Our comprehensive suite of services allows us to address individual portions of the estate recovery process, or manage the entire program from start to finish.
- Questions on our Estate Research & Recovery services? Speak to an Lost Property expert at 952-451-3092 or email us at MarkReese@ReeseCPAFirm.com