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How It Works

At Elevation Strategy Group, we simplify the process of recovering surplus and unclaimed funds by handling every step on your behalf.

From research to filing and follow-up, our team works diligently to help clients reclaim funds efficiently and professionally.

Step 1:

Identification of Funds

We receive updated records and information directly from county and state agencies to identify individuals who may be entitled to surplus or unclaimed funds.

  • Foreclosure excess proceeds

  • Tax deed surplus funds

  • Unclaimed state property

Step 2: Research & Location Services

Our dedicated team of researchers and private investigators works to locate rightful owners or heirs who may be entitled to these funds.

Once identified, we contact potential claimants and explain the recovery process in detail

Step 3: Claim Review & Agreement

After speaking with you, we provide the necessary agreement forms and begin reviewing the claim to determine eligibility and available fund​s.

We also perform:

  • Title searches

  • Liens checks

  • Verification of available proceeds

  • Documentation review

Step 4: Preparation of Legal Documents

Our experienced team prepares and organizes all required legal documents needed to file the claim properly.

We also handle:

  • Notarization requirements

  • County filings

  • State treasury submissions

  • Legal filing fees

Best of all, there are no upfront costs to you.

Step 5: Filing & Ongoing Follow-Up

Once the claim is submitted, we work directly with the appropriate county or state department to monitor progress and provide updates throughout the process.

Our team follows up continuously until the claim is resolved.

Step 6: Successful Recovery

Once the funds are approved and released, payment is issued to the rightful claimant.

Because we operate on a contingency basis, we only receive payment after a successful recovery.

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