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Upbeat Leaders

256 members • Free

Surplus Institute

72 members • $47/month

41 contributions to Surplus Institute
The ups and downs of life
As we all know, this life has many ups and downs. Anybody can live with the ups and downs, but what really tests our mettle are the downs. My father was taken to the hospital with internal bleeding and othet issues, and I am helping him. Very challenging. I know that others of you also have some difficult challenges. Hang in there. We can make it through
2 likes • 2d
Praying for you my friend!
Nursing Home Situation
Unclaimed Funds. I've got a prospective claimant who is currently in a nursing home. He is of sound mind and is concerned that the nursing home will end up taking all of his unclaimed funds should we proceed. I've heard of specific trusts that allow a small amount to be released, which allows the claimant some access to those funds, but also protects the funds from the nursing home. Can anyone shed some light on this type of trust?
Follow up works
David has often said that follow up is the key and that many clients don’t pull the trigger until the 12th form of contact. Case in point. Unclaimed funds case. In early March, I reached out to the decedents children. No luck. Then I reached out to grand kids. Got in touch with one of them, only to then be ghosted. I followed up with the two children and still never heard anything. Voicemails, texts messages, emails, video texts. Nothing. Out of the blue today, 6 weeks later, I get a call from the daughter and another one from the son’s wife. Then I get a call from a grandson. All within two days of each other. Persistence pays off.
Skip tracing
Is Jin or David available, I cancelled my other resource for skip tracing to join skool for the community
3 likes • 4d
I’ve had a lot of success with surplus list! Sometimes working out technical difficulties is slow, but the results are worth it!
Llc status inactive
What do you do with an llc that is inactive but has surplus funds from a tax overage?
3 likes • 5d
Try finding the Incorporator/Administrator/Officer. You can start your search by Googling "The State the LLC is located in" LLC search. Should take you to the secretary of state or something similar and you can run a search from there. It's generally public information WHO the officers are. From there, get to skip tracing, contact, contract, and payout. If it were only that simple... :)
3 likes • 5d
@Evan Fehr That's a great question. I'm not sure on that. I do know that the reinstatement process is SUPER simple in OK. Like 5 minutes online and done. That's a one-owner, though. I'm not sure what that looks like for multiple officers.
1-10 of 41
Ken Kelly
5
303points to level up
@ken-kelly-7065
Jesus Follower, Husband, Father and Coach of Team Kelly. I have the opportunity to change lives through music.

Active 1h ago
Joined Dec 15, 2025
Oklahoma, USA
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