Insights
Notes on unclaimed funds for estate practitioners
Short, practical pieces on how unclaimed funds reach the State after a death, and what it takes to get them back.
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Why closed estates still turn up money at the Comptroller
Most NY property reaches the Comptroller after a three-year dormancy period, often counted from the date of death. Here’s why one search at intake misses it.
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What a New York estate claim actually requires
Who can claim for a deceased owner in New York, the documents the Comptroller asks for, and where estate claims usually stall.
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How a cooperation works for the firm
How Heritage works with estate law firms: no cost to the firm, no referral fees, the fiduciary signs, and the firm stays copied and in control.
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Unclaimed funds: what they are and how they reach the State
What counts as unclaimed funds in New York, how money reaches the State Comptroller, and how owners and estates can claim it for free.
Have an estate in mind?
Send us a decedent’s name and we’ll tell you within 48 hours whether New York is holding anything. No cost, no obligation.
Abandoned funds held by the State can be obtained directly from the Office of the State Comptroller by the owner of such funds without paying a fee. These funds are held indefinitely by the Office of the State Comptroller. For more information, contact the Office of the State Comptroller at 1-800-221-9311 or http://www.osc.ny.gov/unclaimed-funds.
