Heir identification, unclaimed inheritance, and estate asset recovery across all 50 states.
$12B+ annually (US) in available surplus — most of it unclaimed. SurplusAI finds it, qualifies it, and connects it to recovery specialists and claimants across all 50 states.
$12B+
In unclaimed estate assets annually
40%
Of estates leave assets unclaimed
90–180 days
Average recovery time
Heirs lose billions every year — not from fraud, but from not knowing what they're owed.
When someone dies without a clear will or estate plan, assets scatter across counties, states, and institutions. Bank accounts go dormant. Stocks are never transferred. Real property sits unclaimed in probate court. The legal system doesn't chase heirs — heirs must find the assets. SurplusAI's AI heirship engine does that automatically, identifying assets and connecting rightful heirs to licensed estate attorneys before deadlines expire.
SurplusAI for Probate & Estate Recovery
Scan
CORTEX monitors probate court filings, unclaimed property databases, and estate auction records across all 50 states, identifying estates with outstanding heir claims.
Trace
Our AI genealogy engine maps family trees using public records, obituaries, vital records, and voter rolls — identifying all potential heirs with legal standing.
Connect
Verified heir leads are routed to estate attorneys and probate recovery firms licensed in the correct jurisdiction, with full heirship documentation.
Distribute
Court-approved distributions are tracked and disbursed. Multi-heir estates are handled with full transparency and automatic ledger splits.
Probate lead flow for recovery firms and estate attorneys
SurplusAI surfaces probate cases with identified heirs who haven't yet filed claims — giving recovery firms and estate attorneys a pre-qualified caseload with maximum value per case.
Your Recovery Journey
No upfront cost. Contingency only. You only pay when you collect.
Inquiry
You submit a deceased family member's name at getsurplus.ai, or a recovery firm contacts you after tracing your lineage.
Research
SurplusAI identifies all assets in the estate, validates your heir status, and checks for competing claims or existing probate proceedings.
Legal Filing
An estate attorney files the probate claim or creditor notice on your behalf — no upfront cost, contingency only.
Distribution
Court approves heir distribution. Assets are liquidated or transferred. Multi-heir splits are automated and transparent.
Simple, Transparent Plans
The Probate & Estate vertical is optimized for Growth — all 10 verticals, 200 leads/month.
Starter
$499/month
- 3 verticals
- 50 leads/month
- 5 active cases
- Basic reporting
- Email support
Growth
$999/month
- All 10 verticals
- 200 leads/month
- 25 active cases
- AI Copilot + CORTEX
- Priority support
Enterprise
Custom
- Unlimited leads & cases
- White-label platform
- Custom AI engines
- Dedicated CSM
- SLA guarantee
Common Questions
What if there's no will and multiple heirs?
SurplusAI's heirship engine handles intestate succession — mapping all legal heirs under each state's law and routing to probate-specialized attorneys who manage multi-heir estates.
Can I claim an estate from a distant relative?
Yes. Cousins, great-nieces, and even more distant relatives may have legal standing depending on state intestacy laws. SurplusAI checks all lineage paths.
How far back can estate claims go?
Statutes vary — some states allow claims up to 10+ years after death. SurplusAI tracks open estate filings regardless of age and flags active claim windows.
Check if you have unclaimed probate & estate funds
Free to check. No obligation. Contingency-based — we only get paid when you collect.