Plain-language guides to forgotten funds, estates, and what to expect when you recover an asset.
Start here if you’ve just learned that money may be waiting for you.
What it is, how common it is, the most common types, myths and facts, and how recovery works.
Read the guideTen common sources, from banks and insurers to class action settlements and real estate escrow.
Read the guideThe banks, insurers, and employers that hold property first, and what the law requires of them.
Read the guideStep by step, from an account going quiet to the state holding it, with typical dormancy periods.
Read the guideReference material for families claiming a relative’s property.
How an estate is settled through the courts, the three main steps, and what an executor or administrator is responsible for.
Read the guideAn A to Z of the legal words you’ll see in wills, court papers, and estate documents, explained simply.
Browse the termsWhat forgotten funds are, how we work, how to verify our contact, and how long recovery takes.
Read the FAQNews and insights from the Lifetime Financial team.
Forgotten money isn't only a family matter. Companies, agencies, and nonprofits leave refunds, credits, and payments behind every year, especially after a merger or a name change.
Since July 2024, every company that helps Georgians recover money held by the state must register with the Department of Revenue. Here's how the rule works and why it protects you.
When someone passes away, the money they leave behind doesn't simply transfer to the family. Here's why probate exists, when it comes into play, and what makes some estates so complicated.
From a final paycheck to a grandparent's old stock certificates, money slips out of sight more easily than most people think. Here are the places it most often hides.
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Talk to a real person on our team. We’ll explain what we found, what happens next, and answer anything you want to know before you decide.
