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**