California Inheritance Group

Asset Recovery With Integrity

We specialize in locating the rightful owners and heirs of lost or abandoned assets. With more than a decade of expertise, our dedicated team combines cutting-edge research with unwavering integrity to solve even the most complex inheritance cases.

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Why Choose Us

Excellence in Every Detail

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Expert Investigation

Our team of top-tier investigators leverages advanced research methods and extensive databases to locate assets and heirs with unmatched precision.

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Uncompromising Integrity

We pride ourselves on transparency and ethical practices. Every case is handled with the respect and confidentiality you deserve.

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Proven Results

With over 20 years of success stories, we've helped countless families claim what's rightfully theirs through dedication and expertise.

10+

Years of Experience

1000+

Successful Cases

98%

Client Satisfaction

$50M+

Assets Recovered

Our Team

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Alison Wentzel

Alison Wentzel

Owner & Lead Investigator

Alison Wentzel

Alison has been returning lost property to clients in the Asset Recovery business since 1998. Consistently recognized as one of the best investigators in the state, Alison formed California Inheritance Group with the goal of prioritizing customer service and building a company with integrity. She has helped clients recover over $80,000,000 in assets.

Randy Wentzel

Randy Wentzel

Investigator

Randy Wentzel

Randy joined California Inheritance Group as an Investigator in 2012. Prior to entering Asset Recovery, Randy specialized in Real Estate Investment and Property Management.

Heather Carr

Heather Carr

Investigator & Estate Administrator

Heather Carr

Since entering the Asset Recovery business in 2009, Heather has proven herself a most astute and perceptive investigator. An expert in research, she enjoys her association with clients while assisting them with the recovery process. In her 10 years investigating, she has recovered over $8,000,000 in assets. Heather is a professional fiduciary with a degree from Brigham Young University.

David Rosenberry

David Rosenberry

Communications Coordinator

David Rosenberry

David joined the California Inheritance Group team in 2014, and is the point of contact for much of the claim process, helping clients fill out difficult paperwork in an attempt to make this daunting task as easy as possible. In his spare time, David plays piano and continues to work in the solar industry as a draftsman, permitting solar projects across California.

Merna Reeves

Merna Reeves

Claim Analyst

Merna Reeves

Merna joined California Inheritance Group as a seasoned professional in customer and clerical services. She enjoys interacting with clients as she coordinates their unique claims, and walks them step by step through the paperwork process to ensure accuracy. Prior to working at California Inheritance Group, she worked for the IRS for many years developing her clerical, technical, and process management skills.

Krista Small

Krista Small

Investigator & Sr. Claim Analyst

Krista Small

Krista has over 15 years of experience working closely with clients to ensure the successful recovery of their property. She enjoys establishing relationships with our clients as she works to prepare their property claim cases. Krista is an expert in handling confidential records and communications. She is adept at solving difficult death cases and enjoys genealogical research.

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We're Here to Help

If you've been contacted by our firm, our extensive research indicates you may be the rightful owner of valuable assets. We invite you to reach out with any questions or concerns.

Contact Us

1-800-651-3515