Unclaimed Property

Monthly AIRE Perspectives – June 2025

 
 

Dear Friends and Valued Clients,

Please see below for The MAP – Monthly AIRE Perspectives for this month.


This Takes Just 2 Minutes and Could Be Worth Thousands of Dollars: Unclaimed Property

This is such a worthwhile activity that it will be the only topic of this month’s MAP.

Every state has a database of unclaimed property. You can go to your state’s database, enter your name, and generally have a more than 50% chance that you will find property of yours that has not been claimed. Most of the time, these are old refunds or credits from prior accounts, such as cell phone accounts. Other times, however, it could be something more substantial. Every time we perform a spot check for clients, we find hundreds – and sometimes thousands – of dollars in unclaimed assets. Two years ago, we discovered more than $100,000 in unclaimed assets for one client, so this is definitely worth your time!

Please take a moment to run a search of your name in your state’s database and see if you can claim some long-forgotten funds that belong to you!

You can click here for California’s Unclaimed Property site. For other states please do a Google search and type in “<Your state> Unclaimed Property” to find your unclaimed property site. If you are not able to locate your state’s unclaimed property site you can also click here for a site that checks multiple states.

Starting next week, we will run an unclaimed property check for each of our clients, so please look for emails from our team in the next two weeks if we are able to find any assets for you.


Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.


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Private Markets • Identity Theft