Treasure chest of savings from elderly servicesOne of the first things a HPWT service provider does when retained for services is to check the various unclaimed property websites in all states where the client has lived.  Quite often, clients will have old savings accounts or other assets that have been passed to the state due to the inability of the financial institution to locate the account holder.

In Noleen’s case, an old brokerage account was discovered under her late husband’s name.  After helping Noleen fill out all the necessary paperwork and provide appropriate documentation, Noleen received a check for $7,000 from the state.

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