Guides

Practical references for executors, attorneys and CPAs handling an estate.

• Claiming unclaimed property for a deceased person in California

  How to claim unclaimed property for a deceased person's estate in California: documents required, eClaim eligibility, notarisation thresholds, timelines.

• Executor asset checklist

  Credential-gated federal and state sources an executor should search: TreasuryHunt, DOL, NAIC, PBGC, HUD, SSA, VA, IRS, and unpaid final wages.