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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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Tammi Reynolds |