Success stories

Estate proceeds/Unknown Heirs - $413,000

Assets Unlocked looked into an estate record of with unknown heirs that had been idle for almost 10 years when we began our research on it.  The decedent died without any will, was never married, had no children or siblings and at the time of their death no known living immediate family members came forward. Our genealogy research team found records establishing both his parents actually came from large families but his closest heirs were also deceased. Through our exhaustive genealogy research we identified/confirmed over 170living descendant heirs around the country for the reopening of the estate in order for the estate proceeds to be distributed to them.

Unpaid life insurance benefits - $83,899

Assets Unlocked identified unpaid life insurance benefits payable to the sister of the insured, the sole beneficiary. When we contacted the beneficiary, she told us her sister died years ago.  At that time she tried to get information from the life insurance company who supposedly insured her sister.  The insurance company could find no information on the deceased sister and the beneficiary did not have any policy number.  Sadly, after multiple calls, she gave up and paid her sister's funeral expenses out of her own pocket which was an unplanned financial hardship.

What complicated matters on this claim was, the agency now holding the money had an address reported to them for the deceased sister which she never lived at.  To release the money, the agency told us they required documented proof of the address that matched their record, which of course was not possible since their record was incorrect.  

Our team went into action and was able to prove their address record was in error.  We never gave up and we were successful in getting our client's money to her.  She was extremely grateful for us finding her and then helping her receive the money her sister intended all along.

Investment proceeds belonging to a Family Trust - $332,849

When Assets Unlocked researched these funds, we found the holders' partial address on record for this family trust was that of a downtown 21 floor office building that had multiple floors and suites of financial services, investment companies and law firms.  The address record referenced no firm name, or no suite or floor # making the research to determine ownership extremely difficult.

Our team was vigilant, sending letters and making calls and intuitively pulling together tidbits of information. We were able to determine the probable family associated with the trust and located a daughter (who lived in another state) and as it turned out she was the sole beneficiary of the trust but she did not know about the trust until we got involved and contacted her. Unfortunately, she had no trust document copy which the holder of the funds required to release the funds, so we again had to piece together information but we were able to obtain the trust document for the client's claim to be approved.  Another very happy client!