General information — not legal or financial advice
Estate and Probate Support
Surplus claims involving a deceased owner often require more than a simple form.
Why legal review is required
A recovery company cannot decide who the legal heirs are, interpret a will, or represent an estate in court.
Documents may differ
The holder may request letters testamentary, letters of administration, small-estate documents, trust records, death certificates, or a court order.
Separate legal engagement
Independent counsel should represent the estate or claimant when probate, heirship, or litigation is necessary.
Automation stops here
The operating system places estate complexity behind an attorney-review gate before outreach or claim submission.
Important: This page contains general operational information and remains subject to state-specific attorney review.