Maximizing Your Unclaimed Funds
Xcess Advisors: Your Bridge To Recovering Unclaimed Assets
At Xcess Advisors, we understand the hurdles of reclaiming unclaimed funds and are committed to guiding you towards financial recovery with confidence and clarity. As your trusted asset recovery specialists, we have a streamlined process to partner with you to reclaim what's rightfully yours from county or state treasury departments.
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Did you know… Every year, billions of dollars remain unclaimed, tucked away in governmental accounts, eagerly awaiting their rightful owners? At Xcess Advisors, we're not just here to tell you about it; we're here to do something about it! With a laser focus on helping individuals, organizations, heirs, and trustees, we're experts at turning overlooked funds from tax sales and mortgage overages into exciting gains for our clients.
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We offer the solution you need. Our seasoned team possess the expertise to work directly with local and state authorities, ensuring the swift processing of your claims and the recovery of your excess funds. Schedule your complimentary consultation below or reach out to us via phone or email. It would be our privilege to guide you on this thrilling journey!
Specialized Real Estate Solutions
Our Services
Mortgage Foreclosure Surplus Funds
Mortgage foreclosure surplus funds are excess proceeds from a foreclosed property sale, owed to the homeowner and other stakeholders.
Often overlooked, these funds are held by the court or governing body. Claiming them involves a legal process where entitled parties must file a claim, proving their ownership or interest in the property. It's a complex but vital opportunity for stakeholders to recover some financial losses.
Tax Deed Overages
Tax deed overages occur when a property is sold for more than the delinquent taxes owed during a tax deed sale. These surplus funds are due to the property owner but may go unclaimed.
To claim them, individuals must navigate a complex legal process to prove entitlement. Once verified, the overage is distributed, providing an unexpected financial windfall for the property owner.
Estate Settlements
Our Estate Research & Recovery Services provide:
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Identification of estate assets belonging to heirs.
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Assistance in settling estates through probate court, managed by our legal team.
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Completion of Heirship Affidavits for our clients.
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Often, there's a necessity to initiate probate proceedings for the estate of the original owner.
How Does It Work?
Our Process
Our team of seasoned professionals are dedicated to delivering personalized solutions and maximizing the recovery potential for our clients.
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You're in for a win-win situation! With zero upfront costs or risk, you stand to gain some extra cash. We've got your back every step of the way, ensuring success in retrieving your funds. Once we secure your overage, an agreed upon percentage goes towards covering our expenses and rewarding our hardworking staff.
Here's our simple 4-step process below, to assist in locating and recovering funds rightfully owed to you.
Receive
1
Receive a notification from us that you’re entitled to funds.
Consultation
2
Schedule a free consultation where we provide clarity and answer your questions.
Notarize
3
We handle the paperwork and notarization -
sit back and relax.
Receive
4
Celebrate your
new-found funds!
Who We Are
About Xcess Advisors
Xcess Advisors is a leading firm specializing in the recovery of unclaimed funds. With a strong commitment to transparency and integrity since 2004, we have established ourselves as trusted advisors in the real estate industry. Our passion for helping clients unlock financial opportunities drives our relentless pursuit of excellence.
Our team consists of specialized real estate attorneys, researchers and professionals who work tirelessly to help you bridge the gap and recover your funds.
Denise & Lucian Reyes
Founders, Xcess Advisors
Frequently Asked Questions
At Xcess Advisors, we take pride in our successful track record of assisting clients in recovering unclaimed funds across diverse sectors. Our portfolio showcases our proficiency in delivering exceptional results for our clients.
Getting Started
The next step in getting started is very simple.
For a free consultation, please fill out the contact form, and a member of our team will reach out within 24 hours.
If you have a reference number, please place it in your message, thank you.
754-444-0644