MATURING IN WISDOM
Asset Recovery Assistance
Helping heirs and rightful owners with asset recovery assistance.
Service Description
This is a service option after audit is completed and to visually verify legitimacy of owner as another step to building trust. This can be also be used to inquire about different services on website. Only one session per client.
Cancellation Policy
Asset Recovery Intermediary Service Agreement 1. Privacy Policy & Data Collection We collect personal information to verify identity, locate unclaimed assets, and prepare claim paperwork. Data We Collect: Name, contact details, historical addresses, and asset identifiers. Usage: Data is used solely to identify unclaimed assets and generate recovery paperwork. Security: We use encryption to protect your details. We never sell or share data with third parties for marketing. 2. Service Terms & Asset Disclosure To protect our proprietary research, we maintain a strict disclosure schedule. Conditional Disclosure: We only provide specific information regarding located assets or holding repositories after a formal service contract is fully executed by both parties. Pre-Contract: Prior to execution, communication is limited to confirming the existence of a recovery opportunity. 3. Contract Execution via Legalzoom To ensure a secure agreement, contracts are managed and executed through Legalzoom. E-Signature: You will receive a digital link to review and sign your contract electronically. What is Legalzoom? Legalzoom is a trusted online provider of legal solutions. They provide secure, legally compliant electronic signature frameworks and cloud hosting, ensuring your agreement is executed safely and in accordance with digital contract laws. 4. Documentation and Client Responsibilities We handle the administrative burden, but compliance requires active client participation. Prefilled Paperwork: We prefill the necessary claim forms or applications required by the holding institution. Client Identification: The client is strictly responsible for attaching their official identification (e.g., state ID, passport) to the prefilled paperwork. Verification Documents: The client must provide any additional documents verifying they are the correct entitlement party (e.g., probate documents, corporate filings, proof of address). Final Submission: The client is solely responsible for final submission of the completed paperwork and verifications to the appropriate agency. Specific, step-by-step instructions for your final submission will be delivered via email within 24 hours after contract execution.
Contact Details
1795 Alysheba Way, Lexington, KY, USA
(502) 694-2252
info@maturinginwisdom.com
1870 The Exchange Southeast, Atlanta, GA, USA
(912) 744-9184
info@maturinginwisdom.com
3120 Southwest Freeway, Houston, TX, USA
(281) 381-5006
info@maturinginwisdom.com
Please note: We are open on National Holidays during the weekday (Monday-Friday) outside of normal work hours. We are open starting at 10:00 AM-EST until 9:00 PM EST. Please contact (502) 694-2252 to inquire prior to booking to ensure acceptance.