Inheritances and Trust Funds

Heirs or Beneficiaries of a current Probate

Trust Beneficiaries entitled to receive distributions within 3 years

___Applicants Driver's license

___Applicants Social Security Card (Copy)

___Petition of probate documents

___Order appointing Executor or administrator

___Inventory and appraisement (or statement of assets and liabilities)

___Will and/or Trust (If applicable)

___Death certificate

___Documents for any loans or assignments previously made against inheritance

___Listing agreement, sales contract or appraisal (If real property)

___Property Insurance (If real property)

___Title report (If real property)

CONTACT INFORMATION

Full Name of applicant

Street Address

City

State

Email

Telephone

Fax

inheritance trust Information

Full name of deceased

 Date of death

Name of trust if any

Name of Court handling the case

County State

Case number 

Name of executor/trustee

Address of executor

Telephone Number of Executor

Name of estate/trust attorney

Address of Attorney 

Telephone Number of Attorney

Fax Number of Attorney

Amount expected in dollars

Monthly Quarterly Annually Lump sum Other payments of

Amount requested by applicant

(5,000 minimum)

Has applicant/heir already received preliminary distributions 

  Select One Yes No

If yes, how much in dollars

Has applicant/heir borrowed or assigned a portion of the inheritance?  

Select One Not sure Yes No

If yes, how much in dollars

 Are you currently employed?

Select One Yes No

 How do you support yourself?

Additional Comments

   Please include any information you think might be helpful: