Direct answer
To claim property held in a trust, the acting trustee must provide a copy of the trust agreement, the trust's tax ID number, and their own identification to prove their authority.
Why trust funds become unclaimed
Trusts are often set up to manage assets over a long period. If a bank account held by the trust goes dormant, or if a stock dividend is mailed to an old address, those funds are transferred to the state under the trust's name.
What the state needs to see
You usually do not need to submit the entire trust document. The state typically requires the title page, the pages naming the current trustee or successor trustee, and the signature pages.
Filing the claim
Trustees can file these claims directly for free. If the trust is complex or involves deceased original trustees, Oklahoma Estate Finders offers private, optional assistance to help manage the claim process.
Next Steps
Not sure if you have assets to claim?
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