American Estate Institute

starOur Three-Step Process star

The process of recovering an unclaimed estate can be complex — but your role in it doesn’t have to be. Here’s how we take a case from discovery to delivery.

1: Identify

We systematically research probate records, estate filings, and unclaimed asset databases
across the country.

When we find an estate where the rightful heirs haven’t been notified, we go
to work.

Most of these estates are overlooked by larger firms because they require hands-on
genealogical research rather than automated database matching. That’s exactly where we
focus.

2: Locate & Verify

Using genealogical research and public records only, we trace the family tree to identify living heirs.

We verify every connection with documented evidence — birth records, death certificates,
marriage licenses, and other legal instruments.

This is painstaking work, and it must be done right. Courts require proof, not guesses. Our
research is thorough enough to hold up under judicial scrutiny.

3: Recover & Deliver

Once we’ve confirmed your entitlement, we handle the entire claims process: preparing
documentation, filing with the appropriate courts or agencies, attending hearings if necessary,
and managing correspondence until the estate distributes.

You receive your share of the estate, minus our agreed-upon contingency fee. We cover all
costs along the way — legal fees, filing fees, and research expenses. You never pay a penny
out of pocket.

starCash Advance for Qualifying Heirsstar

Need help now, not months from now?

Overview

Estate recovery takes time. Probate processes can stretch from several months to over a year. We understand that heirs sometimes need financial relief sooner than that.

That’s why AEI offers an optional cash advance of up to $10,000 to qualifying heirs while we complete the recovery process.

This isn’t a loan. There are no interest charges. No hidden fees. The advance is simply deducted from your share when the estate is distributed.

How to qualify

Provide proof of identity (government-issued ID).

Provide documentation showing your direct relationship to the deceased.

AEI conducts a thorough review to verify that the estate meets our internal thresholds for both value and recoverability.

If approved, funds are advanced after you sign a standard service agreement.

 

Use Case

  • Estate Value: $100,000
  • Cash Advance to Heir: $5,000
  • AEI Contingency Fee (10%): $10,000
  • Net Distribution to Heir After Fees: $85,000

This program is not available for every case. It’s offered selectively based on case specifics. But for those who qualify, it’s one more way we put heirs first.