Liquidation of an estate - Information request letter to life insurers

Description

• If no designated beneficiary life insurance policy has been specifically identified by the deceased, the amount payable under the life insurance policy will form part of the property to be listed in the estate inventory.
• Before you can proceed with the inventory of the deceased's estate and to obtain the relevant information, you will need to carry out checks with each insurer with whom the deceased may have done business.
• The life insurance information request letter , available in several formats on this site, will suit the majority of situations.
• In accordance with the provisions of applicable legislation, including Law 25 , it is very likely that the life insurer, before transmitting to you the data and information it holds on the deceased person, will ask you for certain documents:
  • The death certificate issued by the Civil Status Director.
  • The testamentary searches issued by the Chamber of Notaries of Quebec and the Barreau du Québec.
  • A declaration of heirs legal or designation of liquidator to establish the list of heirs, if the person died without leaving a testament or leaving an incomplete will. If necessary, you can use our online notarized declaration of legal heirs service.
  • A copy of the will, if the person died leaving a will.
  • Two pieces of identification.

• Discover a wealth of information about settling or liquidating an estate by visiting our legal FAQ.

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