Document Checklist
The following documents are necessary to support a request for a cash advance.
- 01. Applicant’s Driver’s License
- 02. Secondary Form of Identification
- 03. Petition for Probate
- 04. Order Appointing Executor or Administrator
- 05. Inventory and Appraisement (or statement of assets and liabilities)
- 06. Will (IF APPLICABLE)
- 07. Death Certificate
- 08. Documents for any loans or assignments previously made against inheritance
- 09. Listing Agreement, Sales Contract or Appraisal (if real Property)
- 10. Property y Insurance (if real Property)
- 11. Title Report (if real property)
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