Life Insurance Checklist

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Life Insurance Checklist

Advanced planning can help alleviate some of the confusion and uncertainties when it is time to file a claim with a life insurance company. A list of all items related to an estate should be created. The list should include the following:

-Life insurance company policies and additional related information

-All other insurance policies

-Employer's information including any policies and benefits

-Copies of wills and trusts

-A list of all assets

-A list of checking, savings and money market accounts

-A list of all credit cards

   

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