Uncovering entitlements across capital accounts, investment instruments, and real property balances.
TAX, SECURITIES, & REAL ASSETS
Missing funds from a tax overpayment, investment account, or real property transaction?
NACC assists individuals, businesses, and fiduciaries in locating and recovering funds tied to tax surpluses, dormant brokerage positions, corporate securities, and property-related disbursements. Whether held by financial institutions, tax agencies, or custodians, these assets often go unclaimed due to reporting gaps, transactional breakdowns, or entity dissolution.
SECURITIES
Securities claims involve the recovery of equity positions, dividends, or proceeds tied to corporate actions, mergers, custodial transfers, or dissolved brokerage accounts. These assets may become inaccessible due to incomplete recordkeeping, beneficiary changes, or the dissolution of the entitled party.
SAFE DEPOSIT
Safe deposit box claims involve the identification and recovery of physical property retained by financial institutions following abandonment, death, or account inactivity. Contents are often transferred to state custody or remain undisclosed due to administrative breakdowns or unresolved ownership.
MORE TYPES
Additional asset types and specialized claim environments.
NACC also assists with a range of less common but legally significant financial assets, including escrow balances, property tax, excess tax, and class action entitlements. These matters often require tailored documentation and intermediary coordination to secure rightful distribution.
PROPERTY TAX
Unrecovered overpayments, duplicate assessments, and incorrect billing can result in surplus balances held at the county level. NACC identifies and pursues eligible refunds on behalf of property owners, estate representatives, and prior titleholders.
EXCESS TAX SALE
Following a tax-defaulted property sale, surplus proceeds may be held for the benefit of former owners or lienholders. NACC navigates the post-sale process to claim these funds, resolving title history, priority rights, and statutory filing requirements.
