Trends, risks and opportunities in unclaimed property

Underclaimed property laws continue to change, and to ensure your company remains compliant, it is important to stay up to date. Our goal is to provide information to help you educate their asset owners on how to keep their accounts active to prevent escheatment.

To help you stay on top of upcoming changes, we recently hosted a webinar “Navigating unclaimed property in 2026: Trends, risks and opportunities”.

Georgeson unclaimed property specialists Pamela Wentz, National Practice Leader, Unclaimed Property Consulting and Muhammed Pristell, Director, Unclaimed Property Compliance and Reporting Administration brought their vast knowledge to help demystify the most significant developments coming this year.

They highlighted key opportunities and emerging challenges, providing  insights on what these trends could mean for the remainder of 2026. Participants submitted their questions prior to the event so we could be sure to address their most pressing issues, topics I am sure are on everyone’s mind.

If you missed this informative webinar, you can watch the replay on demand.

Watch webinar

 

New “Keep What’s Yours” videos

In addition, we have added two new videos to our popular “Keep What’s Yours” series, designed to help individuals avoid having their assets turned over to the state as unclaimed property.

How to locate unclaimed property that belongs to you

Do you have money owed to you? It is surprising how many people have had funds turned over to the state as unclaimed property – money that is rightfully theirs.

In this video tutorial, Georgeson’s Meghan Hartley walks through the steps individuals can take to search for any unclaimed property that may be owed to them and start the process of reclaiming assets. It is easier than you may think to find these lost funds – learn how.

Watch video

Children of aging parents and unclaimed property

Estate management can be challenging, especially at a difficult time. When parents have investments, they may not want to share this information with their children. But the reality is, it can be difficult for the executor or heirs to track down these assets after a death in the family. Which means there is a good chance these funds could be escheated to the state as unclaimed property.

In this video, I speak with John Verna, Assistant Vice President, Client Services at Georgeson, to discuss the ways that children of aging parents can make sure their assets do not go unclaimed. If you or your asset owners may be in this position, please share this video.

Watch video

 

Sign-up for monthly updates and alerts

To keep you informed about changes in the unclaimed property space, we have created a monthly Unclaimed Property Alert. It will cover updates on active state bills we are tracking, trends and more. Don’t miss out – join our mailing list today.

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If you have questions about unclaimed property or want more information, please contact our team or your Relationship Manager.

 

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