Inheritance DELMarVA Judgment Services

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Inheritance Worksheet
*Bold fields are required.*
*Name:*
*Address:*
*City:*
*State:*
*Zip:*
*Work#:*
Cell#:
Fax#:
*Home#:*
*Best time to call you:*
*How did you hear of us?:*

*Your Email:*
About Your Inheritance
*Is the person who has left the estate deceased or living?:*
*Is the inheritance $15,000 or more?:*
*When is the inheritance expected to distribute?:*
*Is Inheritance in a Trust:*
*Why are you selling?:*
*Is Inheritance in Probate?:*
*How much immediate cash do you need?:*
*Is there anything else that you would like to tell us?:*
Check if you have these documents:
Last Will/Testament Agreement:
Petition for Probate:
Notice of Petition to Administer Estate:
Inventory and Appraisal Document:
Death Certificate:
Your Driver's License or State ID:
Documents for any loan or assignment against your inheritance:
If the Estate/Trust includes a House or Other Real Estate:
Real Estate Broker Listing Agreement:
Sales Contract/Order Approving Sale:
Title Report from Broker:
Property Profile from Broker:
Letters/Documents from Attorney or Executor:
The data, which we collect from you is not an application for credit. The intent of this form is for us to determine if a relationship between DELMarVA Judgment Services and/or its assigns and you and/or your company would be mutually beneficial. By submitting the required form, you authorize DELMarVA Judgment Services and/or its assigns to access any credit reporting agencies for which we are a member in your security interest under any agreements and transactions relating to DELMarVA Judgment Services and you and/or your firm. Your information is held in the strictest confidence and is used to help you achieve your goals in an expeditious and professional manner. _____________________________________________

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