About
Our Approach
At Heritage Asset Services, we specialize in identifying, securing, and recovering assets that rightfully belong to organizations, estates, and individuals.
Whether navigating complex corporate asset recovery, sensitive estate matters, or personal unclaimed property, our role is simple:
- Protect your business or family’s interests
- Handle the details so you don’t have to
- Recover what rightfully belongs to you
We combine investigative research, regulatory knowledge, and structured case management to deliver results with efficiency and discretion.
Our Services
Corporate Asset Recovery & Compliance
We work with businesses to identify and recover unclaimed funds tied to historical entities, mergers, acquisitions, tax credits, dormant accounts, and multi-state filings. We reduce internal burden and manage the claims process end-to-end.
Estate & Probate Asset Recovery
We assist executors, attorneys, and families in identifying and recovering unclaimed or overlooked assets connected to estates. We manage documentation, filings, and agency coordination from start to finish.
Personal Unclaimed Property Recovery
We help individuals reclaim dormant accounts, uncashed checks, insurance proceeds, refunds, and other funds held by government agencies or financial institutions.
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