unclaimed property

Unclaimed Property: How Can You Claim?

In Blog, Estate Planning, Probate by casalmoreno

In previous social media posts, we discussed Florida unclaimed property and directed those interested to a segment airing on local news. We also promised to highlight key points on claiming property, which is our focus on this week’s Workshop.

Often times, we do not know about unclaimed property we may be entitled to. The first step is conducting some research and familiarizing yourself with the claiming process, which can be confusing and lengthy.

Florida Treasure Hunt is a great starting point when you aim to claim property. The site provides users with information and checklists of necessary documents to initiate the process. Those looking to claim property should research on the site and get to know the process and requirements. The site allows anyone to perform a search under a decedent’s name or social security number. If there are any funds to claim, you will need to open an estate to comply with the checklist requirements to receive the funds.

A checklist on the site highlights some requirements you need prior to claiming. Including the claimant’s social security number, certified copy of reported owner’s death certificate, and proof of ownership to the property among other documentation. Also necessary when claiming on behalf of a decedent is certain estate documentation. It is beneficial to fully understand the scope of the process. To be certain if you have a claim to the property prior to initiating the process.

If you have any questions about unclaimed property, work with a trusted estate planning attorney who is knowledgeable on property claims in Florida.