Auto / Property Insurance

• Your provider. Second verse, same as the first. Who should be contacted?
• The payment method. Any auto-pay settings that need to be turned off, for example?
• How to file a claim. Are you all digital and use an app, or do you break out the snail mail?
• Account access. Portal login information and other important passwords should be noted.
• Additional auto or property insurance. This is when you'd bring up something like Uninsured Motorist Coverage, which would pay out if a driver without insurance hits you. On the other hand, extra property insurance could take the form of liability or umbrella insurance.

Other Types of Insurance You Already Have

We kept today's simple, focusing only on the most basic types of insurance you're most likely to have. But there's a ton of different types out there, and they're all important to note for your loved ones. Whether long-term care, disability, or life, the information to track is mostly the same, with a couple key additions:

• The location of the policy, whether that's online or a shoebox under your floorboards.
• The relevant account or policy number, when applicable.
• How to file a claim (i.e. "Go through the app" or "Take a photo and send it to this address.")

Your Task

All of this might seem like child's play to you, but compiled with grief and other forms of stress, health, auto, and property insurance can really complicate your family's life after you're gone. You should, at the very least, write down all of the information mentioned above and keep it somewhere safe. Better yet, let Sure Legacy keep it for you, safe and sound in one place.