✓ Estate Organization Checklist

Insurance & Benefits

Make sure important coverage and benefits are easy to find when needed

Use this printable roadmap to identify what applies, note where records are kept, and flag items needing follow-up. Avoid writing passwords, PINs, full account numbers, or other sensitive access information here.

Important: For educational and organizational purposes only. This checklist is not insurance, legal, tax, financial or medical advice.

1. Life Insurance

For each policy, make sure your records identify

Why it matters

Date beneficiaries last reviewed

2. Health Insurance

Keep readily available

Insurance company or plan name
Member identification information
Customer-service contact information
Insurance cards
Online account information stored securely
Summary of benefits or plan information
Information about covered dependents

Insurance cards located at

Plan records located at

3. Medicare Coverage

Record or securely maintain

4. Long-Term Care Insurance

If you have long-term care coverage

You may also want to identify information concerning

5. Disability Insurance

Identify

6. Homeowners, Renters and Property Insurance

For each policy, identify

7. Automobile and Vehicle Insurance

Identify coverage for

Keep track of

Insurance cards located at

8. Umbrella and Excess Liability Insurance

If you have additional liability protection

Personal umbrella policy
Excess liability policy
Other supplemental liability coverage

Identify

9. Employer and Retiree Benefits

For current employment, make sure an appropriate person knows

Employer name
Human resources or benefits contact
Where benefit information is stored
Where recent pay statements can be found

Consider whether you have

Pension benefits from a former employer
Retirement accounts still held in an old plan
Retiree insurance
Deferred compensation
Other benefits from previous employment

10. Social Security Benefits

Depending on your circumstances, this may include

Make sure your records identify

Whether you’re currently receiving benefits
Where benefit records are kept
How payments are received
Where official Social Security correspondence is stored

11. Veterans and Military Benefits

Keep service records accessible

Military records located at

12. Professional, Union and Membership Benefits

Consider coverage or benefits through

Possible benefits might include

13. Other Insurance