Search the right official programs, organize your records, and keep every possible match in one clear workflow.
Pick a state, open the official directory, and check off your next steps.
The directory is maintained by the National Association of Unclaimed Property Administrators. Select your state there to reach the government program.
Do not enter Social Security numbers or upload identity documents here. Provide proof only through the official program when required.
The state decides what evidence is needed and whether a claim is valid. Follow its instructions directly. You can search and claim through the official program without paying a private company.
Read NAUPA's claim overview ↗
There is no fee to search or claim through an official state program. The value of a kit is the repeatable system around your search.
A clear guide and an editable workbook to help you record searches, organize possible matches, and follow through. Every tier is an optional organization tool; official searches and claims are free.
A practical starting point for organizing your own search.
Coordinate household research with clear permissions and task owners.
Give your team a repeatable process for reviewing your own entities.
Pay through Stripe. After successful payment, your download link is sent to your checkout email. Each ZIP contains a PDF guide, an Excel workbook and START_HERE instructions. Excel is the intended workbook experience; tracking tabs support 1,000 input records each. These tools do not guarantee discovery, eligibility, claim approval or recovery.
Family permission notes do not establish authority to claim for another person. The Business Vault supports your own entities; it is not a third-party finder program or holder-reporting compliance system. Use is limited to the purchaser’s personal, household or internal business work as applicable. No resale or redistribution.
Need help with your purchase or download? Email cccompensation@yahoo.com with the package name and checkout email. Please do not send identity documents, Social Security numbers or payment-card details.
Effective October 14, 2026. Please review these terms before purchasing.
All sales are final. Due to the digital nature of these products, we do not offer refunds for change of mind. If you receive an incorrect or defective file, or cannot access your purchase, contact cccompensation@yahoo.com for assistance. This policy does not limit rights or remedies required by applicable law.
Clear Choice Compensation provides optional educational guides and editable organization tools. Your purchase is a one-time digital download, not a subscription, search service, claim-filing service or agency representation. Official unclaimed-property searches and claims are free. No discovery, eligibility, approval or recovery is guaranteed.
Prices are shown in USD; any applicable tax is displayed at checkout. Payment is processed through Stripe. After successful payment, the delivery email provides a download link. Check your spam folder and contact support if delivery or access fails. Extract the ZIP and read START_HERE. Excel is the intended workbook experience; other applications may change formatting or validation. Prepared tracking ranges cover 1,000 input records per tab.
Use the package for your own personal, household or internal business work, as applicable to the tier purchased. Working copies for that use are permitted. Do not resell, redistribute, publish or share the templates outside that licensed use. Family permission notes do not establish authority to claim; the Business Vault is for your own entities. Follow current official-agency requirements. Materials are not legal, tax or financial advice.
The free planner keeps your selected states and checklist changes in the current page session. It does not ask for your identity documents or submit your plan to us. Your downloaded Excel workbook is a file you manage; entering information into it does not automatically send that information to Clear Choice Compensation.
When you purchase, Stripe processes checkout information and payment details. Order information, including your checkout email, is used through Zapier and Gmail to deliver your package. Download files are hosted through Microsoft OneDrive. If you contact support, we receive the information you include and use it to address your request. These providers process information under their own terms and privacy policies; hosting services may also process technical request data.
Please do not send Social Security numbers, bank account numbers, payment-card details or identity-document images to support or enter them in this planner or workbook. Submit identity evidence only through verified official-agency channels.
For privacy questions or requests concerning information held by Clear Choice Compensation, email cccompensation@yahoo.com. Records may need to be retained for order support, accounting or legal obligations. See Stripe, Zapier, Google and Microsoft for their privacy notices.