[WSBAPT] Decedent's Missing/Unknown Life Insurance Policy

[Jacob]

Hi Jim, this might help. Learn How to Use the NAIC Life Insurance Policy Locator  <https://content.naic.org/article/learn-how-use-naic-life-insurance-policy-locator> I've never used it myself, but I remember a client used it and found a policy.

Best,

Jacob

Jacob H. Menashe
Hickman Menashe, PS
4211 Alderwood Mall Blvd., Suite 204
Lynnwood, WA 98036
(425) 744-5658 phone (ext. 2)
(425) 744-6078 fax
Satellite Office in Bellevue
www.hickmanmenashe.com

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of James Dolan
Sent: Wednesday, June 18, 2025 11:50 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Decedent's Missing/Unknown Life Insurance Policy

This is a long shot.

Mother passed away.  Daughter recalls mother telling daughter that she had a life insurance policy naming her children (daughter and her sibling brother) as beneficiaries.  When daughter asks mother's husband (unpleasant step-father) if he is aware of any such policy, he says no.

Has anyone ever dealt with a situation such as this?  Not sure if mother ever did have a policy, or if she perhaps cashed it out, or if she perhaps changed the beneficiaries (from her kids to her second husband, for example).

Is there a way to locate a policy (assuming it does exist) without calling every possible life insurance company?

Thanks,

Jim Dolan

=========================

Jones Butler Dolan, PS
P.O. Box 458
10027 SR 532
Stanwood, WA 98292
(tel) 360-336-2939
(fax) 360-336-2949

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