Confidential Legal Communication | Case #095180 | State of Florida
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Case Overview
Dear Mr. Zachary Neagle,
Following our telephone conversation on March 5, 2026, this secure portal provides the comprehensive written documentation you requested regarding the unclaimed property claim for your late father, Jason Sterling Neagle.
As discussed, this communication serves as official confirmation of our services, the documentation requirements for processing your claim with the State of Florida, and the details of all identified unclaimed assets.
Important Notice
Access to this page is logged for compliance and documentation purposes. This communication is confidential and intended solely for Zachary Neagle and authorized heirs of the estate of Jason Sterling Neagle.
Decedent Information
Full Name
Jason Sterling Neagle
Also Known As
Jason S. Neagle, J. S. Neagle
Social Security
531-92-XXXX (Issued in Washington, 1983)
Date of Birth
October 2, 1975 (Age 50 at death)
Date of Death
May 16, 2009
Marital Status
Divorced at time of death
Known Heirs
Zachary Neagle (son) and one sibling (sister)
Unclaimed Assets Identified
Our research has identified three (3) unclaimed property accounts held by the State of Florida in the name of Jason S. Neagle, with a combined reported value of $31,434.54:
#
Account / Property Type
Holder / Institution
Last Address on File
Reported Amount
1
Cash – Traditional IRA Acct # 412094126
Principal Bank Des Moines, IA 50392
23341 SW 55th Way Apt B Boca Raton, FL 33433
$31,077.03
2
Miscellaneous Checks Acct # 123593273
Fund 1 Independent Foreclosure Review Payment QSF Minneapolis, MN 55402
23341 SW 55th Way Apt B Boca Raton, FL 33433
$300.00
3
Refunds / Rebates Acct # 119621336
MDU Resources Group Inc Bismarck, ND 58506
23341 SW 55th Way Apt B Boca Raton, FL 33433
$57.51
Total Identified
$31,434.54
Claim Status
⏳ Documentation in Progress
Claimants
Zachary Neagle (son) + Sister (heir)
Due to the classification of the primary asset as a retirement account and the deceased status of the owner, the State of Florida requires enhanced documentation before authorizing release of funds. Our office is coordinating the preparation, verification, and submission of your complete claim package to ensure full compliance with Florida unclaimed property regulations.
Our Fee Structure
⚖️ Contingency-Based Representation
Our legal and administrative team operates on a contingency fee basis.
This means you pay nothing out of pocket — our fees are only collected as a percentage of the recovered funds upon successful disbursement of your claim.
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No Upfront Costs
You are not required to pay any fees before, during, or outside of a successful recovery. There are no retainer fees, filing fees, or administrative charges billed to you directly.
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Fee Collected Upon Recovery Only
Our agreed-upon percentage is deducted from the recovered amount at the time of disbursement. If we do not successfully recover funds on your behalf, you owe nothing.
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Transparent Agreement
The specific contingency percentage and payment terms will be clearly outlined in the service agreement provided at your notary appointment for your review and signature.
Questions About Fees?
If you have any questions about our contingency fee structure or the service agreement, please contact our office prior to your appointment. We are happy to explain all terms in detail before you sign anything.
Scope of Services
Our office provides the following comprehensive services for your unclaimed property claim:
1
Case Research & Verification
Identification and verification of all unclaimed assets held by the State of Florida in the name of Jason Sterling Neagle.
2
Document Preparation
Completion and preparation of all required state forms including UPRA (Unclaimed Property Request Affidavit), State Affidavit, and Estate Affirmation Statement.
3
Notary Coordination
Arrangement and scheduling of notarization services for all heirs at your preferred location and time.
4
Compliance Review
Verification that all documentation meets State of Florida requirements to avoid rejection or Request for Information (RFI) delays.
5
Claim Submission
Professional packaging and submission of your complete claim to the Florida Bureau of Unclaimed Property.
6
Legal Representation
Representation before the State of Florida through Denny Borges, P.A., a licensed Florida Bar attorney, for any inquiries or additional documentation requests.
7
Status Monitoring
Ongoing monitoring of claim status and communication with state officials until final disbursement is approved.
Your Legal & Administrative Team
📊 TCG DATAE
Administrative processing & document coordination
⚖️ Denny Borges, P.A.
Florida Bar licensed legal representation
This dual-team structure ensures:
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Accurate completion of state-required forms
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Proper legal authority documentation
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Compliance with probate and estate verification standards
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Professional representation for state inquiries
Documents Provided By Our Office
The following claim forms are ready for your completion and notarization:
These forms must be printed and signed in the presence of a licensed notary public. All heirs (Zachary Neagle and sister) must be present. Please bring valid government-issued photo identification to your notary appointment.
Documentation Required From You
As the heir and representative of Jason Sterling Neagle's estate, please provide the following supporting documents at your scheduled notary appointment:
📋Certified copy of the Death Certificate — Available from the jurisdiction where death occurred. Must be a certified/raised seal copy.
📋Copy of the Last Will and Testament — If applicable. If no will exists, please inform our office so we can prepare the appropriate intestate documentation.
📋Proof of Relationship / Heirship — Documentation establishing your legal relationship as heir (birth certificate or court order).
📋Government-issued Photo Identification — Driver's License or Passport for both Zachary Neagle and sister.
📋Divorce Decree (if available) — Documentation confirming parents were divorced at time of death. Helpful for establishing heir priority.
Critical Requirement — Both Heirs Must Be Present
As discussed during our call, both heirs (Zachary Neagle and his sister) must attend the notary appointment together. Incomplete documentation or absence of any heir may result in delays or a formal Request for Information (RFI) from the State of Florida, which can extend processing time by 4–8 weeks.
Next Steps
Action Required
Please call back at your earliest convenience to set up the notary meeting for both you and your sister. Our team is ready to coordinate a date and location that works for all parties.
①
Call our office to schedule the joint notary appointment for both heirs.
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Obtain the certified Death Certificate and any available estate documents.
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Confirm your sister's participation and ensure she has valid government-issued ID.
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Attend notary appointment and sign all required forms in the presence of a licensed notary public.
⑤
Our office submits your complete package to the Florida Bureau of Unclaimed Property.
Communication Timeline
Summary of our interactions and key milestones:
February 27, 2026 • 8:37 AM
📋 Case file created and Invoice #095180 generated for unclaimed property claim services.
March 5, 2026 • 3:28 PM
📧 Invoice marked as sent by Luz Herrera. Additional accounts for Jason Neagle added to the case file.
March 5, 2026 • 3:32 PM
📞 Initial Contact: Phone conversation with Zachary Neagle (208-810-5058). Confirmed parents were divorced at time of death. Confirmed existence of a sister as co-heir. Zachary requested information be sent via text message. He will call back to schedule a joint meeting for both heirs.
March 5, 2026 • Today
✅ This secure portal created per your request, summarizing all case details, asset information, and required documentation steps.
Preferred Communication
As indicated during your initial call, you prefer to receive information via text message. A notification has been sent to (208) 810-5058 with a link to this secure portal.
✔ Confirm Receipt
Please confirm that you have received and reviewed this communication.
This will notify our office to proceed with the next steps.
