To expedite your request, please have the following information available:
If this is a cash advance on a probate estate:
- Copy of Letters of Administration (or Letters Testamentary)
- Copy of the Will (if this applies)
- Copy of court referee’s Inventory & Appraisal, if completed
- Copy of Death Certificate for decedent
If this is concerns a trust:
- Copy of the trust
- Copy of Death Certificate for decedent, if applicable
- Copy of any court or other documents relating to powers of successor trustee, if applicable