Submit a short inquiry
Use the form to share your name, contact details, and the service that seems closest. A brief message is optional. Do not include sensitive information.
How it works
Six steps, explained plainly.
The details vary by service, but the path is consistent. You always know what comes next, and you review the terms before sharing documents.
Start an InquiryDiscuss your situation
We talk through what you are hoping to understand and identify the appropriate next steps, including whether another service fits better.
Review the agreement
You review the applicable service agreement and contingency terms. There are no upfront fees, and we only get paid when you recover funds.
Provide documentation
Once the terms are reviewed, you provide requested documentation through an appropriate channel. We do not ask for it through the website form.
Proceed with review and claim
The relevant review and claim process moves forward for your service.
Receive updates and the outcome
You receive updates along the way, and eventually the outcome, whatever it turns out to be.
Recovery support and attorney work are different
For unclaimed funds and tax-sale funds, Equitrace assists with the research and the claim process. For tariff refunds, Equitrace provides initial assistance only. A team of attorneys determines qualification and handles processing. Equitrace is not a law firm.
What depends on the claim
Eligibility and outcomes depend on the specific claim and on the relevant reviewing authority. Contingency terms mean no upfront fees. They do not mean funds exist or will be recovered. We do not promise timelines or amounts.
Choose where to begin
Read about unclaimed funds, tax-sale funds, or tariff refunds.
Questions
Common questions about the process
Do I pay anything to start?
No. There are no upfront fees. Equitrace only gets paid when you recover funds.
When do I send documents?
Only after you have reviewed the service agreement and contingency terms, and through an appropriate channel we will tell you about.
Does every inquiry lead to a claim?
No. Eligibility and outcomes depend on the claim and the reviewing authority.
Ready to ask about funds that may be yours?
Send a short inquiry. We will talk through your situation and the appropriate next steps.