About us
A family-run firm with one purpose: getting your money back to you.
Surplus Funds Discovery was founded by a husband-and-wife team who believe getting back money you're owed should feel straightforward and human - not intimidating.
Based in California and working with counties and courts across the country, we help former property owners and their heirs recover the surplus and unclaimed funds left behind after foreclosures, tax sales, bankruptcies, and probate or estate proceedings - money that belongs to them, not the lender, the trustee, the court, or the county.
Our approach is simple: plain language, no upfront fees, and a real person on the other end of the line.
Our story
Why we built Surplus Funds Discovery.
"The kind of help we'd want for our own family: honest, patient, and genuinely on your side."
- The founders
We started this firm after seeing, again and again, how many individuals and families lost money they never even knew was theirs - money that could have eased a hard moment or helped them start over.
There is not a one-size-fits-all solution for everyone, and this is precisely why it feels so good to help where we can, when we can.
We built Surplus Funds Discovery to be the kind of help we'd want for our own family: honest, patient, and genuinely on your side.
Our values
Advocacy · Transparency · Care
Advocacy
We work for you - not the county, not the trustee, not the lender. Your recovery is the only goal.
Transparency
Plain language, clear numbers, and no surprises from the first call to the final check.
Care
We treat every person the way we'd want our own family treated.
Where we work
California-based, working nationwide.
We're headquartered in California and work with claimants in counties nationwide. Recovery can be handled remotely, so distance is never a barrier. Because every state has its own rules, we work with independent licensed attorneys whom are licensed to practice law within the state in which the claim is being handled, while we diligently follow the specific state statutes and requirements wherever your claim is.
Have a question before you reach out?
We'd rather answer it personally than have you wonder.