Bank Accounts and Financial Institutions
What if they had a brokerage account I didn't know about?
Short answer
Check their email for statements, their mail for account notices, and their tax returns for dividend or interest income — those will show the institution name. You can also use the National Association of Unclaimed Property Administrators (NAUPA) database to search for…
What this usually means
Check their email for statements, their mail for account notices, and their tax returns for dividend or interest income — those will show the institution name. You can also use the National Association of Unclaimed Property Administrators (NAUPA) database to search for unclaimed financial assets.
What to do next
- Start the PathAfter checklist for situation-aware first steps.
- Find California county phone numbers for coroner, vital records, and local offices.
- Open the First 72 Hours Call Log before making calls.
- Open the Documents to Find Checklist when you are ready for paperwork.