The policy or a current statement
Company, policy number, who is covered.
LIFE INSURANCE PAPERS
A policy nobody can find does not pay.
Keep the insurer’s original instructions. Put a current copy in the vault with the will. Name who should receive it. ForeverBinder is where that policy sits next to the house and the accounts. ForeverVault is not a law firm.
No credit card to store the will.
What to store
Who to call
Agent name and a phone number that still works.
With the will
An executor should not hunt two houses for two folders.
Store the will today. No credit card.
More short answers on Guides. ForeverBinder is the file your family and attorney open so they can actually do it.