About Meridian Assignments
Professional Unclaimed Funds Investigation, Research & Claim Review
Most people who end up on our website didn’t go looking for us. They got a call, a letter, an email, or a text, and now they’re here trying to figure out what it means.
Their first question usually isn’t about the legal fine print of unclaimed funds law. It’s simpler than that:
Can I actually trust this company?
That’s the question we want to answer on this page.
Meridian Assignments was built on professionalism, careful research, confidential handling of your information, and expectations that are laid out in writing, not left to guesswork. Our job is to look into whether you may have a legitimate interest in unclaimed funds, and if we think you do, to walk you through your options.
We want to be upfront about what we’re not. We’re not a government agency. We’re not a law firm, and we don’t give legal advice. We can’t promise you’re eligible, and we can’t promise a payout or a specific result.
What we are is an independent, private research firm. We evaluate claims, assist where the law allows it, and only move forward when the facts support it.
Built on Investigative Experience and Professional Standards
Meridian Assignments is led by people who’ve spent decades in investigative work and real estate.
That leadership brings:
- Over 30 years as a licensed California private investigator
- A former Sheriff’s Captain
- A former Executive Director of a District Attorney’s Advisory Council
- 46+ years of real estate investment experience
- Deep experience in public records research
- A track record of handling eligibility reviews with discretion
This background isn’t just a resume line — it’s the reason we can do this work well. Unclaimed funds rarely come down to just a name on a list. More often there’s an outdated address, a prior property owner, an estate that never got settled, court filings, county records, old title history, a foreclosure, a tax sale, probate paperwork — the kind of details that only surface with real digging.
That’s why careful review matters. Why professional judgment matters. And why, above all, integrity matters.
We treat every inquiry with the seriousness it deserves.
Chief Executive Officer, Meridian Assignments
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30+ Years Licensed California Private Investigator
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Former Executive Director, District Attorney's Advisory Council
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Former Sheriff's Captain
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46+ Years Real Estate Investment Experience
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Confidential Eligibility Reviews
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Integrity • Professionalism • Transparency
Our Mission
We want to help people who genuinely have a claim understand it, and if it makes sense, pursue it — through solid research, honest communication, and a review process that doesn’t cut corners.
Everyone deserves to be treated with respect from the very first conversation. That means explaining clearly why we reached out, what we found, what happens next, and what choices you have — all before you’re asked to decide anything.
We’re not here to push anyone into something. We’re here to lay out the facts so you can make your own call.
Why Meridian Assignments Was Founded
Unclaimed funds show up in more places than people realize — property proceedings, tax sales, foreclosures, estates, court deposits, escrow balances, insurance payouts, old financial accounts, funds sitting with a government office. The list goes on.
More often than not, the person the money belongs to has no idea it exists. Addresses change. People move on. Estates sit unresolved for years. Heirs get lost in the shuffle. And the funds just sit there, waiting for someone to do the legwork connecting the dots.
We started Meridian Assignments because that process deserved to be handled better.
We brought together investigative research, real estate knowledge, document review, and a genuine commitment to respectful communication — all under one roof — so that people with a real claim have a clear, professional path forward.
Our Professional Standards
Everything we do comes back to one idea: Trust comes first.
We take every inquiry seriously, because a lot of the people who reach out to us are dealing with something unfamiliar — sometimes unexpected, sometimes a little unsettling.
Here’s what that looks like in practice:
Confidentiality
Every inquiry is handled with discretion. We review submitted information carefully and treat each request with the confidentiality it deserves.
Transparency
We tell it to you straight, without inflating what's possible. If we think we can help, we'll walk you through your options before anything moves forward.
Written Agreements
Any formal arrangement — an assignment, a claim purchase, a service agreement — comes with clear terms in writing.
No Guarantees
We won't tell you funds definitely exist, that you're guaranteed to qualify, or that a claim will be approved. Nobody can honestly promise that, and we won't pretend otherwise.
No Legal Advice
We're not attorneys, and we're not going to act like one. If you want a second opinion from a lawyer, accountant, or financial advisor before signing anything, we'd encourage it.
Respectful Communication
Being contacted out of the blue about unclaimed money raises questions, understandably. We aim to answer them clearly, professionally, and without any pressure tactics.
Written Agreements
Every engagement is supported by clear written terms.
Transparent Fees
Fees and available options are explained before moving forward.
No Outcome Guarantees
We do not guarantee eligibility, recovery, payment, or results.
Confidential Information
Information submitted for review is handled carefully and privately.
Responsive Communication
We keep qualified clients informed throughout the review process.
What Meridian Assignments Does
We provide professional investigative and research services centered on potential unclaimed funds.
Depending on your situation, that work might include:
- Reviewing what you’ve submitted through our website or shared with us directly
- Digging through publicly available records
- Assessing whether a real claim might exist
- Reviewing property, ownership, court, probate, or claim-related paperwork
- Reaching out for more information when it’s genuinely needed
- Walking you through your options where the law allows it
- Putting terms in writing when we move forward
- Helping you understand what comes next
Not every inquiry turns into something we can act on. Whether we can help depends on the facts, the documentation, the applicable law, deadlines, identity verification, ownership history, and sometimes competing claims from other parties.
What Meridian Assignments Does Not Do
We’d rather be upfront than let you assume something that isn’t true. We don’t:
- Give legal advice
- Act as your attorney
- Act as your fiduciary
- Guarantee that funds exist
- Guarantee that you qualify
- Guarantee any recovery
- Represent a government agency
- Promise that a court, county, agency, or trustee will approve your claim
- Share your claim details publicly
What we do offer is professional research, honest evaluation, and assistance where it’s warranted and permitted.
Our Review Process
Confidential Eligibility Review
Submit your information through our secure online form or speak with one of our representatives.
Professional Research
Our team researches publicly available records, documentation, and other available information to determine whether a potential claim may exist.
Claim Evaluation
If appropriate, we evaluate the available information and determine whether Meridian Assignments may be able to assist.
Available Options
If we determine we may be able to assist, we will explain the available options and answer any questions before moving forward.
Flexible Claim Solutions
No two claims look the same, and neither do the people behind them.
Depending on the specifics of your claim, the law, and what our review turns up, we may be able to offer one of a few different paths forward.
Contingency Claim Assistance
For a lot of qualified claims, we work on contingency — meaning we only get paid if the recovery actually goes through, under the terms of a signed agreement.
Claim Assignment Solutions
In some cases, you may choose to assign your claim rights to us through a written agreement, where that’s permitted by law.
Direct Claim Purchase Opportunities
For certain claims that meet our criteria, we may offer to buy the claim outright or acquire a stake in it.
Why People Trust Meridian Assignments
People trust us because we’re built around doing the work right, not pushing people into decisions.
That trust comes from:
- Leadership with real investigative experience
- Thorough public records research
- Straightforward communication
- Careful handling of confidential information
- Written agreements when it matters
- No promises we can’t back up
- No pretending to offer legal advice
- No government affiliation, real or implied
- A process that respects your time and your decision
- Careful review before we ever make a recommendation
Trust isn’t something we assume we’ve earned — it’s something we try to prove with every step of the process.
Verified Credentials
- 30+ years as a licensed
- California private investigator
- Former Sheriff’s Captain
- Former Executive
- Director, District Attorney’s Advisory Council
- 46+ years of real estate investment experience
- Professional investigative services
- Public records research experience
- Confidential eligibility reviews
Any mention of prior public service is background only — it doesn’t mean we’re currently affiliated with, endorsed by, or acting on behalf of any government agency.
Privacy and Information Handling
We may collect information you share with us voluntarily — through forms, phone calls, texts, emails, uploaded documents, or other communication.
That information helps us review your eligibility, check public records, evaluate your claim, verify your identity when necessary, prevent fraud, stay compliant, and handle other related business needs.
We don’t sell your personal information for money.
Before we provide certain services or share confidential details, we may ask for documentation to confirm your identity, ownership, authority, or probate status, among other things.
Professional. Confidential. Experienced.
We started Meridian Assignments to bring some real professionalism and clear communication to a space where a lot of people feel out of their depth.
If we reached out to you, it doesn’t automatically mean funds exist or that you’re eligible. It just means our research turned up something worth a closer look.
You’re welcome to ask us anything. You’re welcome to request a confidential eligibility review. And you’re always welcome to check with an attorney, tax advisor, or financial advisor before making any decision.
Every review gets handled professionally, confidentially, and with the respect it deserves.