Effective. Efficient. Expeditious.
Request an Initial Records Review
Blue Harbor Asset Group helps potential claimants identify the type of funds involved and where a claim may need to be filed. Information submitted below is used to respond to your inquiry and does not establish eligibility or create a client relationship. Please do not submit Social Security numbers, identification documents, banking information, passwords, or other sensitive records through this form.
Important Information Before You Request Assistance
What types of funds does this page cover?
This website addresses three different categories: California State-held unclaimed property, California property-tax-sale excess proceeds, and California mortgage trustee-sale surplus. Each category has different laws, government offices, deadlines, priorities, and service restrictions.
Can I file a claim without Blue Harbor?
Yes. Owners, heirs, and other parties of interest may contact the office holding the funds and file their own claim without hiring Blue Harbor. California State-held unclaimed property claims may be filed directly with the State Controller’s Office at no charge, and tax-sale claims may be filed directly with the county at no cost.
How does Blue Harbor begin a review?
We first identify whether the funds are held by the State Controller’s Office, a county tax collector, a foreclosure trustee, or a court. We then review available public records and the office’s stated requirements. A public-record match does not by itself establish ownership, priority, or eligibility.
How are fees and service terms handled?
Fees, if any, depend on the type of matter and a separate written agreement. For California State-held unclaimed property, no advance service fee is charged and an investigator fee generally cannot exceed 10% of the property returned. Tax-sale claims may be filed directly with the county at no cost. California residential trustee-sale matters have special restrictions and require legal review before any compensated recovery role is considered.
Who decides eligibility, and how long does it take?
The State Controller’s Office, county, foreclosure trustee, or court holding the funds decides eligibility, priority, required documentation, approval, distribution, and payment timing. Blue Harbor does not guarantee approval, recovery, an amount, or a completion date.
Blue Harbor’s Role
Blue Harbor Asset Group is a private company and is not affiliated with the California State Controller’s Office, any county, court, tax collector, or foreclosure trustee. We are not a law firm and do not provide legal representation. Customers may contact the office holding the funds directly. Services are optional, and eligibility, results, and processing times cannot be guaranteed.
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