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