Home

Back

 
INHERITANCE OR TRUST
Cash Advance Funding Application
 		  
       
  APPLICANT     
  First Name      
  Middle Name   
  Last Name   
  Address  
  Address Line 2  
  City  
  State  
  Zip  
       
  Home Phone  
  Work Phone  
  Cell Phone  
  Fax  
  Email  
 
  Amount inheriting (must be at least $17,000) $  
       
  How much Cash Advance are you requesting ? $  
       
  If inheriting from a Trust, when are funds expected to be distributed ?  Date  
       
 

( note: Trust must not have a “ Spendthrift “ clause )

  

This information is desirable but not required for initial application:

  ESTATE/TRUST INFORMATION:  
       
  Name of Deceased  
  Date of death  
       
  Name of Trust (if any)  
       
  Court  
  County  
  State  
  Case No.  
       
  Name of Executor/Trustee  
  Address  
  Address Line 2  
  City  
  State  
  Zip  
  Phone  
  Fax  
       
  Name of Estate Attorney  
  Address  
  Address Line 2  
  City  
  State  
  Zip  
  Phone  
  Fax  
       
  AMOUNT OF MONEY REQUESTED: $  
  FOR THE FOLLOWING REASONS:  
       
  HAS APPLICANT ALREADY RECEIVED PRELIMINARY DISTRIBUTIONS ?  Yes    No  
       
  HAS APPLICANT ALREADY BORROWED OR ASSIGNED A PORTION OF INHERITANCE ? Yes    No  
  If YES, How much?    $