Prospective Client - Successions - Erlingson Banks Attorneys at Law

Select Page

Prospective Client – Successions

Please complete this form if a loved one has passed away and you need assistance settling their estate.

Your Name(Required)

First Last

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

We would love to chat with you. How can we get in touch?

Phone(Required)

Email Address(Required)

Preferred Method of Contact

What is the name of the person who passed away and what is your relationship with them?

Did the deceased pass away with a will?(Required)

Yes

No

If "Yes," who was named as the executor or personal representative?

If possible, please upload a copy of the will.

Max. file size: 50 MB.

Generally, what type of assets did the deceased own?(Required)

A home

Additional real estate

Checking/Savings Accounts

Investment/Brokerage Accounts

Stocks and/or Bonds

Retirement Accounts

A business(es)

Other

Roughly, how much were the deceased's assets worth?(Required)

Less than $500,000

$500,000 – $1 million

$1 million – $3 million

$3 million – $6 million

Greater than $6 million

This helps us better prepare for our initial consultation and plan for specific circumstances

Anything else you would like for us to know?

How did you hear about us?