To qualify for an inheritance advance, you must provide documentation that verifies your identity and confirms your legal entitlement to the estate proceeds. Supporting paperwork typically includes evidence substantiating your beneficiary status. Required documents may include:

• The death certificate for the person whose will you are named in.
• A copy of the legal will, if such a document is available.
• A document from the estate executor or administrator explaining who they are and their relation to the estate.
• A second document from the executor or administrator that outlines the amount you will inherit.
• A confirming document that explains who was named the estate administrator or executor.

In addition, you’ll be required to provide a valid government-issued photo ID—such as a driver’s license or passport—along with a verifiable Social Security number. Providing your original Social Security card, if available, can help streamline the verification process.

Beyond these standard items, each estate has its own circumstances, and advance requirements can vary accordingly. Depending on the specifics of the probate matter, additional documentation may be requested, including:

• Letters of administration
• Notice to creditors
• Inventory sheet
• Petition for probate

Assembling the required paperwork for an inheritance advance can feel overwhelming. If you’re unsure which documents are necessary, reach out to your funding provider for guidance. They can clarify exactly what’s required and what isn’t, so you can avoid unnecessary delays.

At First Capital, our team is available to review your situation, answer your questions, and outline the specific documentation needed to move forward and access your funds as quickly as possible.