Investigative support
Probate research and heir tracing, coordinated in the case file.
When the cheap layer runs out, the work becomes genuine investigation: who died, when, who has standing, and where they are now. Steward coordinates that work rather than leaving it in an email thread.
Assignment briefs that arrive pre-researched
Each case brief carries the identity profile already assembled from Treasury data: name variants, every address on record, related properties, co-owners, and holders. The investigator starts from what is known instead of rebuilding it.
Assignment gating
Cases below a value threshold, or with contact avenues not yet exhausted, are held back automatically. Investigative time goes to what only investigation can solve.
Heir and estate research
Death verification, date of death with source, estate status through the county probate court, representative identification, and family relationship mapping.
Structured report intake
Findings return into the case record as estate fields, parties, contact details, and intel facts, rather than as a PDF somebody has to re-key.
Yield tracking
Assignments issued, completed, converted to signed agreements, average turnaround, and fee per converted case, so the investigative spend can be judged on return.
Conduct terms in writing
The partnership agreement template prohibits pretext, requires the researcher to hold their own lawful basis for any restricted data, bars automated calling, and makes conduct disclosable to the finder.
See whether this fits how you already work.
Steward Recovery Services is built by a working finder, so the workflows follow real casework rather than a generic CRM.
Use of Steward's technology or professional services does not replace a finder's responsibility to maintain required registrations, use compliant agreements, protect claimant information, and comply with applicable laws and Treasury requirements.