Inheritance Documents

This page will eventually provide a detailed overview of the documents heirs may need when applying for inheritance funding. Probate is a formal legal process, and funding companies must verify estate details before approving an advance. Understanding which documents are required—and why—helps heirs prepare and speeds up the approval timeline.

The full guide will explain the most common probate documents, including the will, letters testamentary, estate inventory, death certificate, and any court filings related to the estate. It will also clarify the role of the executor or administrator, since their cooperation is often necessary to confirm estate details and ensure accurate distribution.

Another major focus will be how documentation affects eligibility. Some estates require minimal paperwork, while others involve real estate, business assets, or creditor claims that require additional verification. The guide will help heirs understand what to expect based on the complexity of the estate and where they are in the probate process.

While the full guide is being completed, you can explore our inheritance advances, review probate advances, or visit our inheritance funding knowledge base. To see whether your inheritance qualifies, you can begin a confidential request on our apply page.