Recovering surplus funds from a county tax sale involves specific paperwork, verification, and — in some cases — additional legal steps. Here's how we handle it.
01IdentifyWe research county tax sale records to identify properties where the sale proceeds exceeded the amount owed, creating a surplus. When we identify a surplus that may belong to you or your family, we reach out directly — by mail, and later by phone — referencing the specific property and county involved.
02VerifyOnce we connect, we verify your identity and your connection to the property, and walk you through what we've found and what the process from here looks like, including any additional steps required in your specific situation (for example, if the claim involves an estate).
03AgreeIf you'd like us to proceed, we prepare a written contingency fee agreement. There are no upfront costs — our fee is only owed as a percentage of funds successfully recovered.
04FileWe prepare and submit the required claim documentation to the county on your behalf, and manage all follow-up, deadlines, and procedural requirements. If your situation requires additional legal steps (such as estate-related documentation), we'll walk you through exactly what's needed and coordinate accordingly.
05RecoverOnce the county approves and releases the funds, you're paid — minus our agreed contingency fee. If, for any reason, the claim is unsuccessful, you owe us nothing.
No upfront fees. No guesswork. Just a straightforward way to pursue what you may be owed.
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