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Inheritance Advance Quotation Form

Your Name
Your Email Address
Contact Phone Contact Fax
Beneficiary's Name
       

Estate Information Worksheet

 
       
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
Executor / Administrator Email
Executor / Administrator Phone    
Estate Attorney's Name
Estate Attorney's Email
Name of Law Firm
Why are you seeking this advance of funds against the estate?
       
Please answer the math question.   The sum of 9 + 3 =