Yes, after a couple of days researching the state "process" on their website I see we might get it eventually... Also, thank you for your comment. My guess is that the state will try NOT to pay, if they can. Yes, the accounts on the website do appear to be our Dad's, but we have no documentation to prove that HE owned the annuities, stocks, bonds, etc. listed there. That is why we are considering professional help. From the company that sent us the letter or attorneys, etc. We have all the probate documents but since we did not know about these accounts "e-sent" to the state after time, we don't have any documents, other than his name, addresses, social security number, etc., to prove to the state they are his? That is the confusion. Are they going to dismiss our claim without the annuity statements, stocks etc. ?? Even though, they are obviously his. The state website says to submit "original documents", sounds like their way not to pay.

Again thanks for your time...

The CA Comptroller's website should show the brokerage firm where the stock came from if the holdings were indeed in an account. You can start there if that's disclosed. If not, you'll likely have to check with the transfer agents for the stock or bonds and the insurance company that issued the annuities.

They will ask for some proof of ownership of some kind to pay the funds out. Well worth it to work with an attorney on this.