Final Expense Organizer | C.H.A. Insurance Agency

Your progress

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People to contact

List the people you want contacted first and how to reach them.List your insurance agent/carrier contacts and policy numbers.List any attorney, accountant, employer benefits contact or other professional who may need to be notified.

Coverage and funds

List life insurance and final-expense policies with current benefit amounts.Record where beneficiaries can find claim instructions and the carrier’s customer-service information.List any dedicated savings or prepaid arrangements intended for final expenses.

Preferences to document

Write down funeral, memorial, burial, cremation or other preferences you want your trusted people to know.Record any preferred provider, cemetery, location or service information if you have made choices already.Identify where identification documents, military records, contracts or other relevant records are stored.

Keep it current

Review this organizer after major life changes and at least periodically.Update policy, beneficiary and contact information when something changes.Tell a trusted person where the organizer is stored.

Your notes

Write down what you want to follow up on.

People to contactService preferencesPolicy and account locationsOther instructions I want documented

Educational organizer only. It is not legal, tax, investment or medical advice and does not replace an insurance policy, contract, plan document or advice from a qualified professional. Insurance products, eligibility, underwriting, benefits and availability vary by carrier and state.