California is holding money in your name.
We help you claim it.

Over $14 billion in unclaimed property sits with the California State Controller's Office. If our records show property in your name, Heritage Claim Group can prepare and file the claim on your behalf.

Call (209) 423-0888 How It Works

A simple, four-step process

From the moment you contact us to the moment funds are released, we handle every step.

1

You Reach Out

Call or email us referencing the Property ID on the letter you received. We answer questions before you commit to anything.

2

Written Agreement

We send a written agreement outlining the property, the fee, and your rights under California law. Nothing begins until you sign.

3

We File the Claim

We prepare and submit the full claim package to the State Controller's Office, along with the required documentation.

4

You Get Paid

The State issues two separate payments — one to you for your share, one to us for our fee. We never touch your money.

Transparent pricing, capped by law

Our fee is 10% — the maximum permitted under California Code of Civil Procedure § 1582. No recovery, no fee.

Amount held by the State (example) $15,000.00
Our fee (10% max) − $1,500.00
Paid directly to you by the State $13,500.00

Example only. Actual figures depend on the property in your name.

Common questions

How do I know this isn't a scam?

You can independently verify that California holds unclaimed property in the State Controller's Office. Heritage Claim Group is a private business — not affiliated with, endorsed by, or acting on behalf of any government agency. You have the right to file a claim yourself through the State at no cost. We simply offer an option for people who prefer professional assistance.

How does the fee work?

Our fee is 10% of the recovered amount — the maximum permitted under California Code of Civil Procedure § 1582. You pay nothing up front. If nothing is recovered, there is no fee. When the claim is approved, the State issues two separate payments: one to you and one to us. We never handle your money.

How long does the process take?

The State Controller's Office may take up to 180 days to review a claim after receiving complete documentation. Realistically, expect four to six months from the day you sign the agreement to the day you receive payment. We keep you updated at every step.

What if I don't recognize the property?

Unclaimed property is often from years or decades ago — a bank account that went dormant, a paycheck that was never cashed, an insurance refund that was never received, a utility deposit that was returned to the wrong address. Very often the owner doesn't remember it at all. That doesn't affect your right to claim it.

What information do I need to provide?

You'll need to sign the investigator agreement, provide a copy of your government-issued ID, proof of your SSN (a Social Security card, W-2, or tax return works), and proof that you match the reported address on file (a utility bill or lease from that time period). The State also requires the claim form to be notarized if the recovery amount exceeds $1,000.

Do you handle claims for deceased owners?

The State treats claims for deceased owners differently — those require additional documentation, including proof of relationship and, in some cases, court orders. If the property belongs to a deceased family member, contact us and we'll walk you through what's required.

Ready to move forward?

Reach out with the Property ID referenced in the letter you received.