About
Our Promise
At Heritage Estate Recovery, we understand that every estate represents more than assets — it represents a life, a legacy, and the people connected to it. We approach every family with dignity, patience, and care, guiding you with clarity and respect through every step of the recovery process.
Our responsibility is simple:
- Protect your family’s interests
- Handle the details so you don’t have to
- Recover what rightfully belongs to the estate
Our Services
Estate Research & Asset Identification
We conduct thorough, discreet investigations to identify unclaimed assets connected to estates. Every detail is verified with precision to ensure rightful beneficiaries receive what is legally and ethically owed to them.
Documentation, Filing & Compliance
We prepare, organize, and manage filings with the level of care expected in high-stakes legal work. Our team ensures accuracy, compliance, and professionalism throughout the recovery process, reducing delays and avoidable complications.
Ongoing Case Management & Institutional Coordination
We serve as your dedicated point of contact, managing communications with agencies, financial institutions, and state offices. Families are kept informed, supported, and protected — without being burdened by administrative complexity.
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