Professional and community referrals
Refer a potential California surplus-funds matter.
Use this intake to provide basic claimant, property, and referral information. Any referral or compensation arrangement requires a separate written agreement.
Partner intake
A clear handoff starts with the right details.
Provide enough information to identify the matter without transmitting sensitive claimant documents through a website form.
No referral fee, commission, payment, agency, or partnership is promised by submitting this form. Any arrangement is governed by a separate written agreement and applicable professional rules.