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Business Profile

Unclaimed Funds Retrieval Services

California Inheritance Group

Reviews

Customer Review Ratings

5/5 stars

Average of 11 Customer Reviews

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Review Details

  • Review fromMichael F

    Date: 05/09/2025

    I am so glad I found them, both ***** and ****** were extremely helpful and personable. Thank you California Inheritance Group for helping me through this!

    California Inheritance Group

    Date: 05/12/2025

    You are welcome!  We are happy that we could help you with your recovery.  
  • Review fromTeresa B

    Date: 04/24/2025

    5 stars is not enough. I would give at least 10 stars. ****** ******* and her staff are incredible. Always there to help me through the entire process. I was notified by several unclaimed assets companies. I contacted some but after I spoke with ******, my decision was made. She was professional, kind and explained everything to me. No question was left unanswered. She was there with me every step of the way. I would and will recommend California Inheritance Group to anyone needing this service. ****** B

    California Inheritance Group

    Date: 04/25/2025

    Thank you ******.  I am so glad we could help you out. 
  • Review fromJustin R

    Date: 06/25/2024

    Kudos to ****** and the rest of the team of California Inheritance Group (***) !!Soon after being informed by my broker that whatever I owned had been escheated to the State of California, ****** reached out to me and the actions following this had culminated into a very successful outcome !The *** team guided me through the steps and timeline involved in the recovery.They provided me the needed forms and specified the needed support documents (both hard and soft copies) making sure I am able to complete the claim soonest. Apart from guidance on important parts of the forms, they even provided me an update with regards to the successful filing, and the expected timeline of processing by the State of California.The news of having lost all was devastating and ****** and the *** team turned things around for me and my family.I only have very good remarks about how they changed things for **** am sure that they will be of similar great help and service to the many like me, specially those who are residing outside of the ***A very warm and heartfelt gratitude to you ****** and the rest in the *** team ************ to you all !

    California Inheritance Group

    Date: 06/26/2024

    Thank you for your kind comments.  We strive to give each client the best possible service.  
  • Review fromAmir S

    Date: 05/14/2024

    Hi Alison and the California Inheritance Group. Thank you again for helping us get our Inheritance from the State of California. California Inheritance Group is very knowledgeable and patient in explaining the process to file a claim with the State of California. I highly recommend them.

    California Inheritance Group

    Date: 05/15/2024

    Thank you ****.  You had two difficult cases. But we worked hard and recovered your funds. 
  • Review fromKim W

    Date: 04/25/2024

    Hello,****** from the California Inheritance Group has been just wonderful. She is extremely knowledgeable and professional. She is also very kind and helpful when I needed her. The company is exceptional. I recommend her and the company very highly!

    California Inheritance Group

    Date: 04/26/2024

    Thank you so much for your kind review.  You were a wonderful client to work with and we appreciate your patience with the process.  
  • Review fromJose T

    Date: 10/05/2023

    This is a very legitimate businessOne needs to have a lot of patience to receive your checkyou will eventually get itCalifornia Inheritance was very helpful in retrieving my funds from the State of CaliforniaAll in all it was a fun ************ definitely fostered some creativity on my partIt will definitely be worth the waitDo not ignore if you receive mail from themFill out the form and then relax

    California Inheritance Group

    Date: 10/05/2023

    Thank you ****!  So glad you worked with us.

    California Inheritance Group

    Date: 10/05/2023

    Thank you ****!  So glad you worked with us.
  • Review fromPhyllis K

    Date: 09/21/2023

    Thank you very much *******************************, *******************************, *************************** and ***** for your patience, compassion, efficiency and promptness as you responded to my requests for assistance in filing a claim for my deceased uncle's escheated funds held by the State of California.I highly recommend this company and staff to anyone, especially those who are serving as a personal representative dealing with probate issues from another state, as they will walk you through the process step-by-step.

    California Inheritance Group

    Date: 09/22/2023

    Thank you so much for your kind review.  Our goal is to be available and helpful to our clients and we are glad that was your experience with California Inheritance Group.  
  • Review fromCarol D

    Date: 06/13/2023

    California Inheritance Group was quick to respond on our behalf with the California State Controller. The State paid our "unclaimed property" claim within a year. Their help was totally worth their fee.

    California Inheritance Group

    Date: 06/14/2023

    Thank you so much for your review.  You were a great client.  
  • Review fromRobin L

    Date: 05/26/2023

    The California Inheritance Group worked for many months to recover funds left in an account from over 30 years ago. They were professional, patient and successful! Couldn't have asked for better service.

    California Inheritance Group

    Date: 05/27/2023

    Thank you for your kind review. We always strive to give our clients the best service possible. 
  • Review fromLeandra G

    Date: 04/14/2023

    So happy with this business! Everyone there is so incredibly nice and the work they do is flawless. They discovered and helped be claim my funds as fast as possible being so kind and helpful along the way. Top notch!

    California Inheritance Group

    Date: 04/15/2023

    Thank you ******. We appreciate your using our firm and look forward to working with you again!

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