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For probate attorneys and CPAs

A documented unclaimed-property search for every estate.

EstateMarshal searches name variants across state databases and produces a signed report documenting exactly what was searched and what was found.

Two business days. No contingency fee.

One decedent, one sweep

INPUT

Margaret A. Thornberry

maiden Hayes · Sacramento, CA 95814 · d. 2023

NAME VARIANTS

14

nicknames, initials, maiden, joint-owner forms

CANDIDATES SCORED

7,428

against 86.8M records, then deduplicated

23 Tier A · name and residence evidence
41 Tier B · name evidence
100 Tier C · listed, lower confidence

How a sweep works

Three steps. You keep control of the claim; we do the searching and the paperwork of searching.

STEP 1

Send the names and places

Legal, maiden and prior names, the states and addresses lived at, date of death. Never a Social Security number.

STEP 2

We search every variant

Scored against residence evidence, deduplicated by property ID, then reviewed by a person before anything leaves us.

STEP 3

File the report

Findings by state and tier, official claim links, the documents the state asks for, and every source and date we searched.

Pilot pricing

Introductory flat fee per estate. First sweep free for California professionals.

Invoiced to your firm. No contingency, no percentage, no obligation after the sample.

Request the first sweep

Checkable, on purpose

Every number in a report links to the place you can verify it.

86.8M California property records, deduplicated by property ID
Weekly check of the state’s published file, re-indexed on change
Flat fee per decedent, invoiced to the firm. No percentage. No filing on anyone’s behalf
Reviewed by a person; excluded matches are counted in the summary, not hidden

Who this service is for

Who it is for

  • Attorneys administering or advising an estate
  • CPAs preparing estate or fiduciary returns
  • Firms on statutory or flat fees, where a paralegal hour is a cost

Who it is not for

  • Owners, heirs, executors or personal representatives ordering for themselves. State finder laws govern those agreements, and we do not enter them.
  • Anyone who needs claims filed or a contingency arrangement. We research and document; we do not file.

Coverage, labelled in every report

Automated where the state publishes its file; by hand everywhere else, with the date we searched.

State Method Turnaround
California Automated from the state’s published file 2 business days
All other states and DC Manual portal search by our reviewer +2–3 business days
Florida Manual; the state does not publish amounts, so none are shown +2–3 business days

Questions attorneys ask first

Isn’t this free on the state’s website?

Yes, and the report says so on every page. You are paying for the search being done under every name variant, scored against residence evidence, reviewed, and documented for the file. The same reason a title search is worth paying for, though deed records are public.

Do you take a percentage or file claims?

No. A flat fee, invoiced to your firm. We never contract with owners or heirs, never take a share of any property, never file, and never hold a power of attorney.

How current is the data?

Every listing shows the date of the state file or portal it came from. We check the California file weekly and re-index when it changes. Verify live before filing; the report links you to the exact place.

Run the first sweep on an estate you’re handling now.

Free, two business days, no obligation. Judge the report against what your paralegal finds.

Request a free sweep