Personal Law > Estate/Succession > Estate Correspondence > Letter to request information from insurance companies

Letter to request information from insurance companies

Letter useful to obtain relevant information on a life insurance policy that the deceased may have held with an insurance company...more

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Description
  • If no designated beneficiary of life insurance was specifically identified by the deceased, the amount payable under a life insurance policy will be part of the assets to be listed in the inventory of the succession/estate.
  • Before being able to proceed with the estate inventory of the deceased's assets and to know the relevant information about that, you will have to check with any insurance company with whom the deceased would likely have held a life insurance policy.
  • The letter requesting information from an insurance company, available in multiple formats on this website, will be suitable for most situations.
  • For additional legal information, visit  .

Other services offered

Inventory of the estate Letter requesting information from financial institutions
Guidelines

You can choose to draft your "Letter requesting preliminary information from an insurance company" online. Here are the steps to follow:

  • Start the service by clicking on the blue button labelled "Click here to start";
  • If you have not already done so, please register;
  • Complete the questionnaire by entering the information required for the preparation of the letter;
  • Once you have completed the questionnaire, you pay the required fees with your credit card;
  • Print your letter, sign it and send it to the insurance companies;

For more complex situations requiring further examination, please contact  .

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