ELLIOTT AT LAW
Heirship & inheritance recovery — before we talk
Jon Elliott Robinson | Lead Trial Attorney

Use these questions to organize what you know. Having unanswered questions
does not prevent you from making an initial inquiry.

[ ] Outline your relationship to the person who died.
[ ] Note whether a will or estate proceeding is known.
[ ] Identify any court dates or deadlines you know about.
[ ] Write down the inheritance or estate asset question you want to understand.
[ ] Note which documents you have and which information is still missing.
[ ] List your questions about the next steps, scope of work, and potential costs.

Keep original records and sensitive personal information private. Ask the firm
what it needs to review and how to share documents before sending them.

This checklist is general preparation information, not legal advice or a
determination of inheritance rights. An inquiry does not establish
representation or protect a deadline. A recovery cannot be guaranteed.

Contact Elliott At Law: 512-643-3293 | jon@elliottatlaw.com