Find #LOST Policies
and other California missing money & property
Here’s our research on lost policy locators, hints and suggestions on how to find out if your loved one, mother, father, brother, sister, etc. had a life insurance policy, or other property that’s been misplaced, paid off, lost, etc.
It might also be a good time to review your own financial affairs and get quotes on life, long term care and make sure your will, advance directive, etc. are taken care of.
If you have questions or need any assistance, the best way to reach us is by email [email protected]
- Find Lost Life Insurance Policies
- Finding a lost Pension
- Retirement Plan Pension Benefit Guarantee Corporation
- unclaimed retirement benefits.com
- pension help.org
- Other types of property
- Komando.com – find unclaimed money
- US Treasury Savings Bonds? Form to fill out
- HUD Refund?
- California Lost Property Finder (Escheated Property)
- National Association of Unclaimed Property Administrators (NAUPA)
- Missing $$$.com
- Learn more about Medical Bills causing Bankruptcy and how to avoid scams
How do I #file a life insurance claim?
- Insurance Institute of America
- Prudential’s Web Site
- UNUM
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- See our webpage on probate/
- See our page on will-contests/
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- How to find out about a living trust
- loew law group.com/how-do-i-know-if-im-a-beneficiary/
- the balance.com/locate-request-probate-records
- legalzoom.com/how-obtain-copy-living-trust-california
- grossman law.net/do-i-have-a-right-to-see-a-copy-of-a-california-trust-if-i-am-a-beneficiary/
- california livingtrusts.com/living-trust-search-family/
- Search Court Records…???
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- Here’s where I found a pending court case. Looks like the people involved say there was no will.
- docketalarm.com/San_Francisco_County_Superior_Court/PES-20-303547
- Go to – https://www.sfsuperiorcourt.org/
- Click and enter the case # and you’ll see what is going on with the court case.
- Contact the attorney involved members.calbar.ca.gov/129575
- docketalarm.com/San_Francisco_County_Superior_Court/PES-20-303547
- Try using legal match
- I’m NOT an attorney and am NOT giving legal advice. I’m just nicknamed “Mr. Google.”
- Here’s where I found a pending court case. Looks like the people involved say there was no will.
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California Lost Property Search – #Escheated Funds
California’s Unclaimed Property Law requires banks, insurance companies, corporations, and certain other entities to report and submit their customers’ property to the State Controller’s Office when there has been no activity for a period of time (generally three years). Common types of unclaimed property are bank accounts, stocks, bonds, uncashed checks, insurance benefits, wages, and safe deposit box contents. Property does not include Real Estate.
Controller Betty Yee safeguards this lost or forgotten property as long as it takes to reunite it with the rightful owners; there is no deadline for claiming it once it is transferred over to the State Controller’s Office.
It is easy to find out if the Controller is protecting property in your name.
To electronically claim property, an owner must complete a secure form online (including name, social security number, birthdate, and address). Some more complicated claims may require additional proof of ownership.
- Investigator Handbook
- Guidelines for Claiming Unclaimed Property sco.ca.gov 21 page pdf
CA Statutory Will
Steve Video on CA Statutory Will
Please excuse the sound quality... it gets better after the first 20 seconds
- Our Webpage on Wills
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Nolo.com Sample Will 11 page pdf
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Nolo - Quicken WillMaker & Trust $90
- nolo.com/online-will
- nolo.com/quicken-willmake
Law Enforcement – Insurance Fraud
What if the executor of the estate will not tell you what the coverage is?
What if someone is trying to commit fraud, murder or other crimes involved with a life insurance policy?
What about STOLI – Stranger originated Life Insurance?
Did you sign an application?
If not, the amount won’t be that high.
Who has an Insurable Interest in you?
In a few rare instances it is possible to obtain Confidential Life Insurance on someone, where there is an Insurable Interest.
In some instances, you might need the help of an Estate or Probate Attorney or law enforcement.
When a loved one dies AIG
Steps to settling an estate
Locating Important Papers
- chevra kadisha.com Traditional Jewish Burial
- COVID 19 Funeral Assistance up to $9k
- Can you sell or transfer a cemetery plot?
- Yes in Illinois Illinois Cmptroller.gov *
- Basic Laws of Cemeteries Stimmel Law *
- Cemeteries §8100 to 9703
- Family Interment Plots [8650 - 8653]
- Sale of Plots [8570 - 8574]
Term Life Quote #naaipquote
- Set up Schedule a phone, skype or face to face consultation
- Tools – Calculator to help you figure out how much you should get
Life Insurance Buyers Guide
How much life insurance you really need?
- Life Screening Form Detailed NAAIP
- Please complete & return and we’ll search and consult for you.
- Short ONE page form – CPS
- Set up a phone, Zoom, skype or face to face consultation
Child, Related Pages & Site Map
[child-pages]