Refer a potential California surplus-funds matter.

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.

Choose how to submit

Do not submit Social Security numbers, bank information, passwords, or original identity documents through this form. Review the Privacy Policy before submitting.