Custodians & Financial Advisors

Custodians and Financial Advisors sometimes find they lose touch with their clients and lack the skills or resources to track down the legal asset holders or their beneficiaries. To help them, we offer a FREE Dormant Account Audit to identify living clients and revive dormant accounts.

We partner with custodians and financial advisory firms to tracing clients who have moved, married, or otherwise lost touch with their assets, which include: pensions, shares, bonds, trusts, insurance policies, etc..

In 90% of cases, the person is still living – and they often write, call, or email to thank us for finding them. This is a win-win situation for custodians & financial advisors to turn their dormant clients into active clients.

In the small percentage of cases where the client has passed away, we will locate their family, obtain agreements to represent them, and facilitate the distribution of the assets to the rightful heirs.

We provide a 10% commission from our fee to the firm, or individual who refers the case.