Helping Heirs Recover "Lost" Funds

(Even if they didn't know they were entitled to anything)

What would you do if -- out of the blue -- somebody notified you that a deceased relative left you a windfall of $10,000?  $50,000?  $100,000 or more?

Would you pay off some nagging credit card balances?  Beef up your retirement savings?  Buy something nice for your loved one?  Or -- finally -- treat yourself to a nice vacation?

If this sounds like a scam or a fairy tale, it's not.   And, if you give me 10 minutes of your time, I promise to make it worth your while to read what I have to say.

You may be wondering  who I am and why you should pay attention to me.

My name is Andy Lockwood. I'm a retired attorney, business owner and entrepreneur.  I'm the founder of Asset Location Specialists, a firm that specializes in finding money held by the state that rightfully belongs to the heirs of a decedent (the relative that passed away).

You're reading this because we have searched little known, public online databases and have learned that you are an heir to funds that have not been claimed. 

We sent you a letter describing the amount that we believe you're owed.  (If you somehow stumbled upon this page without getting a written notice from us, you can stop reading.  This message is only for folks we invited to read it.)

There's no reason that you'd know this, but tens of millions of dollars of unclaimed money sits with each state in the country, because the money gets "stuck" in probate and never distributed to the rightful, lawful heirs who deserve it!

As strange as it may seem, most people (an estimated six out of 10) die without a will, leaving it up to courts to distribute the assets of the estate.  Shockingly, it's not just everyday, regular people who never made a will, this includes celebrities and historical figures like Abraham Lincoln, Howard Hughes, Prince and Martin Luther King! 

How does this happen? 

The most common reason, and problem, is that it's up to the probate court to research and locate heirs.  But the courts are so undermanned, bureaucratic and overwhelmed that it's extremely common for heirs -- particularly those who have moved away or are otherwise out of the picture - -- to never learn about the funds that are rightfully theirs.  They just go about their day-to-day lives, never knowing about the pot of money that belongs to them.

That's where we, Asset Location Specialists come in.  We are in the business of connecting heirs with their "secret" inheritances.

 What's the catch?

But I don't blame you if you're skeptical or suspicious. I would be too if someone I didn't know from a hole in the wall contacted me about money that I was owed but didn't know about.  

You might be wondering, OK, what's the "catch?" 

There is one, but it's not what you think.  I'll describe it in a minute. 

I told you that we're in the business of helping heirs get hold of funds that are rightfully theirs. I won't insult your intelligence, I said "business" because we're not doing this out of the goodness of our hearts.  We make money doing this.

But we actually love what we do:  provide a valuable service to folks who never dreamed of receiving an inheritance out of left field.  Sometimes, life-changing amounts!

For that service, we ask for a fair, "success-based" fee, commensurate with the value we provide, and in line with what regulators and our colleagues agree is appropriate.    

I'm sure you have questions, so let me address the most common ones:

How do I know this isn't a scam?

I get it, the letter we sent you might seem too good to be true. 

It's not.

The only reason we contacted you is because we did our homework --  the research (on publicly-available databases) that indicated you are entitled to funds that are just sitting with the state, unclaimed and waiting for their rightful owner.

That being said, there is zero risk to you because we do not collect any money from you "up front."

Nor do we ask for your social security number, bank account information or do anything else sketchy.  (If anyone ever asks you for banking or other information, like a "Nigerian Prince" who used to send blast faxes, but now sends email blasts, there's a 99% chance that they are trying to scam you.)

All we ask is that we chat on the phone or Zoom about what we found on your behalf -- and how we can help you collect it. 

Then, if we are in mutual agreement at the end of that call, the next step would be to put everything in writing, in a simple, plain English document that will 1. protect you and 2. outline exactly what we'll do for you, and 3. our success-based fee (see below). 

Then we get to work.

Who are you guys?

I practiced corporate law in New York and Florida, but switched career trajectories to become an entrepreneur more than 20 years ago.  I have started and run a successful mortgage company, title company and a college advisory firm, the latter of which is still an active, seven-figure business today (but does not require my full time attention). 

I'm a best-selling author and appear in the news from time to time (Fox Business News, The New York Post, The Wall Street Journal and Newsday have featured me repeatedly).  I'm not telling you this to brag, because, honestly, who cares -- but to show you that I'm a "real" person.

My wife, Pearl Lockwood, is a former Prosecutor in Queens County, New York, mother of our four children, a partner in Asset Location Specialists and our college advisory firm.  As a prosecutor, she was responsible for narcotics investigations.  Her territory included both JFK and Laguardia airports.  She had hearings against mob lawyers.  Her boss's house was burnt down!  So dramatic! It was quite the career.

Today, she is a specialist in complicated, mind-numbing paperwork like financial aid applications and tax returns, but just as tenacious as when she was locking up criminals.

My buddy Mike is the other key person. He's a highly reputable trusts and estates attorney in South Florida. We used to work together at a law firm in Fort Lauderdale before I retired from lawyering and moved back to New York 20+ years ago. 

Mike knows the ins and outs of how to navigate the courts, little-known, obscure public online databases and locate heirs...

...and ensure that they receive the funds owed to them!

Sometimes these inheritances have been sitting with the state for years. Even decades!

You can learn more about us on this site's "about" page.

Back Story

We teamed up to form Asset Location Specialists after Mike did exactly what I described above:  he found a few thousand dollars for Pearl and her sisters, from their late mother's estate.  It had been sitting with the state of Florida, unbeknownst to any of them, for more than seven years!

Mike suggested that we figure out how to help others find money the exact same way he helped Pearl's family.  

That's how Asset Location Specialists was born.

Why should we hire you compared to others who provide a similar service?

Actually, we are not right for everybody.  We are extremely choosy about whom we help.  We only accept a very small number of clients, typically a maximum of five or six new families per month whom:

  1. We know we can get great results for, and
  2. We will enjoy working with.  THIS is "the catch," and  is a big reason we screen our prospective clients with a phone call or Zoom up front.  Life is too short to spend with people you'd rather avoid!

The main difference between us and the other choices in the marketplace is that we are a small, focused and streamlined operation.   If you become a client, you will work directly with one of us owners.

Also, because of our attorney backgrounds,  our clients receive a higher, more competent level of advice compared to other companies. Other, bigger businesses take on many more cases in a "scattershot" approach, sending out hundreds or thousand of marketing letters per month. 

We're the opposite:  we're not a high volume shop. We send out only a handful of letters to people that we have researched, screened and "cherry-picked" as potential clients that fit our profile and that we believe we can meaningfully help. 

We are a selective, boutique firm. And, frankly, we each have other financial means at this stage of our lives.  What that means for you is that we're doing this work because we want to, not because we need to do it. 

That also means that you will work directly with one of us -- not a nameless, part-time staff person who may not really know what they're doing.  We don't have any full time employees, and do the legwork ourselves.  And want to keep it that way.

Other companies are typically staffed by a rotating number of hourly employees, working from home or in a cubicle, who lack our experience, expertise and effectiveness.  They're typically a lot less efficient and are prone to rookie mistakes that we just aren't.

What will this cost me? 

Our fees are in line with the regular and customary fees for this type of work. We will issue you a firm quote once we speak and determine how much work is involved and how complex your case is. 

I'm not being wish-washy, I'm avoiding "baiting and switching" you with quotes and representations I can't keep without knowing all the details.  We actually keep our promises, and do what we say we'll do.

It would be unethical to give you an estimate without knowing the nature and duration of work that's entailed.  So the first step is to speak on the phone or via Zoom. 

Ultimately, you pay us ONLY upon successif we get you the funds we promised

It's "found money" for you, and 100% risk-free. You can't lose.

We'll talk about fees and put in writing on our call.

Can I do this myself?

You actually can.  However, the process can be extremely complicated, time-consuming and stressful for an amateur. 

Many heirs attempt to claim funds, only to get bogged down in all the legal and other mind-numbing legal, accounting and other paperwork requirements. The process can take years. 

Sadly, it's all too common for do-it-yourselfer heirs to never get the money that was left for them, that they rightfully and lawfully deserve.

If we accept you as a client, we take care of EVERYTHING. You pay us only if we succeed, there's no up front fee, so there's no risk of loss.  Only upside.  Don't you wish the stock market worked this way? :)

The next step is to call or email us to set up a comprehensive, realistic and transparent analysis of your claim. Then, we will mutually decide if we're a good fit for one another.

If, when we speak, I for some reason decide that we are NOT a good fit for the other, I promise to let you know, politely and up front.  And then we can go our separate ways, no hassles, no hard feelings, no harm no foul. 

If this feels right to you, do it today while you're still thinking about it.  It's a lengthy, complicated process.  The sooner you take action, the quicker you'll get your inheritance. 

Don't let this opportunity slip through your fingers.

You've got only upside, and nothing to lose or risk, literally.

Call us 24/7 at 800-483-0727 or email [email protected]. That's my direct email and I actually, personally read everything sent to me.  Looking forward to chatting!

Sincerely,

Andrew Lockwood, J.D.
Asset Location Specialists Inc.
135 Glenwood Road
Glenwood Landing, New York 11547-0545
[email protected]
516-355-9900 (direct)