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INHERITANCE - QUOTE


General Information
Name
Email
Contact Telephone
What is the Best Time to Reach You?
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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