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Inheritance Advance Quotation Form
Name
*
First
Last
Email
*
Phone
*
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Beneficiary's Name
*
Name of Deceased
*
Relationship to you
Date Of Death
*
Did the Deceased have a Will?
*
Yes
No
Is there a Trust
*
Yes
No
Any distributions to date?
*
Yes
No
If "Yes", the dollar amount
Have you borrowed against your future inheritance?
*
Yes
No
If "Yes", what is the amount
Est. Inheritance value
*
Advance amount request
*
Location of Estate (State)
*
Name Executor or Administrator
*
First
Last
Executor / Administrator Email
Executor / Administrator Phone
*
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Estate Attorney's Name
*
First
Last
Estate Attorney's Phone
*
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Estate Attorney's Email
Name of Law Firm
Why are you seeking this advance of funds against the estate?
*
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