Preliminary Consultations

Preliminary consultations concerning estates are by appointment only.   Please email [email protected] with the following information and a member of our staff will be in contact as soon as we can process the request:

  • Name of Deceased Individual and Date of Death
  • Was the Deceased Individual a Spartanburg County Resident at the Time of Death
  • Contact Name, Address and Phone Number
  •  Return this questionnaire completed to the best of your ability

**Please refrain from multiple submissions for the same decedent as this may further delay the scheduling of a preliminary consultation for yourself and others who are in need of our assistance.  If you are emailing information for a contact individual other than yourself, their appointment date and time will be mailed by U.S. Postal Service to the contact individual.**

In preparation for your appointment, please bring with you the following documents to the best of your ability:  

  • Death Certificate
  • Paid in Full Funeral Receipt or Funeral Invoice if not paid
  • Original Will
  • If there is a Will, please bring $25.00 cash
  • Bank Account Information for the Decedent
  • Unclaimed Property Documentation
  • Retirement/Investment Documentation payable to the Estate
  • Life Insurance Documentation payable to the Estate
  • Checks made payable to the Decedent or the Estate
  • Deed(s) in the Name of the Decedent Individually and/or Jointly with Someone Else - Copies can be Obtained from the Register of Deeds Office
  • Title or Registration to Vehicles, Mobile Homes, Motorcycles, and Boats/Motors, etc. in Decedent’s name
  • Mortgage and Note Documentation owed to Decedent or in the Decedent’s name – Copies can be Obtained from the Register of Deeds Office
  • Stock and/or Bond Information in Decedent’s name

**This is not an exhaustive list.  If you feel something else is relevant, please bring that documentation with you to your appointment**