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INHERITANCE - QUOTE
General Information
Name
Email
Contact Telephone
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Afternoon
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Beneficiary Name
Estate Information Worksheet
Name of Deceased
Relationship to You
Date of Death
Did the Deceased have...
A Will:
Yes
No
A Trust:
Yes
No
Have You Received any Inheritance to Date?
Yes
No
(If "Yes", amount you received)
Have you borrowed against your future inheritance?
Yes
No
(If "Yes", how much?)
Est. Amount of Inheritance
Advance You are Seeking
Location of Estate (State)
Name of Executor / Admin.
Email of Executor / Admin.
Phone of Executor / Admin.
Fax
Name of Estate's Attorney
Phone
Law Firm Name
Estate Attorney's Email
Why are You Seeking this Advance Additional Comments
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