Small Estate Affidavit and Insurance Assignments: when is it required?

All surviving family members must fill out a Small Estate Affidavit when the primary and contingent beneficiaries are deceased.  Or, if the primary beneficiary is deceased and there is no named beneficiary on a life insurance policy.  Some insurance companies have their own particular Small Estate Affidavits.  Others will accept a “form” that your funding company can provide. The affidavit must be signed, dated and notarized.  Insurance assignment situations can get confusing and the insurance companies take a very close look at assignments where named beneficiaries are deceased.  Be careful and make sure you have an experienced funeral funding company quarterbacking your life insurance assignments.

Let Trinity verify and fund your life insurance assignments, we’ll treat you like family.  www.TrinityFuneralFunding.com or call Cristina: 201-750-1117