Clarifying Points for the First Five Episodes

This podcast episode provides an in-depth exploration of unclaimed property, demystifying the complexities of the escheat process and the roles of various professionals in claiming assets. Jon and Courtney highlight the specific expertise required to navigate these claims, emphasizing caution when selecting service providers. They detail the phases of escheatment, from pre-escheat audits to state custody, while addressing the challenges faced by asset recovery firms and the importance of proactive engagement, especially among elderly individuals who are most likely to have unclaimed accounts. The episode concludes with a call to action, encouraging listeners to utilize available resources to ensure they or their loved ones receive any unclaimed funds due to them.