Estate Planning Checklist Template Page 8
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16Face amount of policies (proceeds):
If you do not own it, who does?
Beneficiaries:
Cash value:
Loans, if any, against it:
Amount of accidental death benefits, if any:
(b) Term/group term insurance. List company, name, address, and policy number.
Face
amount of policies:
Owner other than you:
Beneficiaries:
Accidental death benefits:
(c) Please supply similar information with respect to other life insurance or other insurance
having life insurance features:
7. (a.) Life insurance on your spouse's life. List company, name, address, and policy number. .
Face amount of ordinary life insurance:
Owner other than spouse:
Beneficiaries:
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