Survivor Financial Planning Checklist
Organize your important documents and financial records step by step. This interactive guide helps you track your progress and ensures nothing is missed.
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Legal & Vital Documents
Financial Accounts & Records
Insurance Policies
VA Survivor Benefits
End-of-Life Planning
Don't overlook this
Life Insurance: The Document That Protects Everything Else
Organizing your paperwork is critical, but it only tells you what you have. A life insurance review tells you whether what you have is enough. VA survivor benefits like DIC and Survivors Pension provide monthly support, but they are not a substitute for life insurance.
Gap Coverage
VA benefits may not cover all of your family's needs. Life insurance fills the gap.
Income Replacement
Life insurance provides a tax-free benefit that replaces lost income for your family.
Final Expenses
Burial benefits are limited. Life insurance ensures your family isn't burdened with costs.
Life Insurance: The One Document That Protects Everything Else
You've organized your paperwork, now make sure your family is fully protected. VA survivor benefits and private life insurance are separate. A free review with a licensed professional can identify gaps in your coverage and ensure your family's financial future is secure.
Veteran Family Advocates is an independent, for-profit educational and insurance referral service. We are not a nonprofit organization and are not affiliated with, endorsed by, or acting on behalf of the U.S. Department of Veterans Affairs, Department of Defense, or any government agency. We do not prepare, file, or determine eligibility for VA benefit claims. Official VA benefit information and assistance from accredited representatives may be available at no cost.