How to Borrow on an Inheritance

Borrowers who wish to obtain a loan or a cash advance using their inheritance as security will get their money sooner by following these simple steps:

  1. Obtain a copy of the will (if available) which indicates your share of the estate
  2. Obtain a certified copy of the decedent's death certificate.
  3. Obtain the address of any real estate owned by the decedent.
  4. Provide us a copy of the probate papers, when asked for.
  5. If decedent died owning California real estate and probate has not yet been opened, we may still be able to help. Let us know immediately so that we can help you get the process started.
  6. Complete our Heir Advance form.
 
 

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