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Re: OT-Life insurance registers????


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Posted by Dan in North Houston on August 19, 2010 at 08:04:14 from (38.100.70.66):

In Reply to: OT-Life insurance registers???? posted by Dave from MN on August 19, 2010 at 06:54:53:

Dave, I ran into similar problems when my mother died unexpectedly. First, get all the check book registers and bank statements and look for payments. Did he have a will? Talk to all the lawyers in town (hope it is a small town) to see if he used them to prepare a will. Call all the insurance agents. If he has moved, check the former towns where he lived and might have purchased insurance. Every state has an insurance board, they should be able to tell you quickly if such a register that you are looking for exists. Call the county clerk to see if a will or anything has been recorded, and also check for any property he may have owned. Some states will let you record a will. Florida will let you record a will, but in Georgia, the county clerk will not record a will, but if you give them a will in a sealed envelope, they will hold it for safe keeping. Was he ever divorced? Pull the divorce papers from the court house to look for clues. Did he have any loans or a relationship with the local bank? The loan application might list the insurance as an asset. Look for old phone directories - remember how people used to write down frequently called numbers in the back? Check the desk for old business cards. Ask his friends what they know - particulary if he had coffee with a group every morning at the local cafe. Check with former employers to see if he had insurance with them. Was he in a union or was he a veteran? Check the website for unclaimed assets with the state for MN and also any state where he ever lived or owned property. Did he have a pre-paid funeral deal with the local funeral home? They often have some forms that might have some information. What about old tax returns? Did he pay someone to do his taxes? They might have some records.
There are a lot of places where you might find clues. Good luck.


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