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*IH/EXCHANGE/TRANSFER/MROLLOVER×ANNUITY DISTRIBUTION REQUESTINVESTORS HERITAGE LIFE INSURANCE COMPANY PO Box 717 Frankfort, KY 406020717 Phone: 800.422.2011 Fax: 502.791.8374 investorsheritage@ihlic.com
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How to fill out your legacy our lifes

01
Start by gathering all important documents such as wills, financial records, and insurance policies.
02
Make a list of all your assets and liabilities, including bank accounts, properties, and debts.
03
Decide who you want to be the executor of your legacy and appoint them legally.
04
Create a comprehensive document outlining your wishes for the distribution of your assets.
05
Consider working with a lawyer or financial advisor to ensure your legacy plan is legally sound.
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Communicate your intentions to your loved ones and ensure they understand your wishes.
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Review and update your legacy plan regularly to account for any significant life events or changes.
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Store all important documents and information in a secure and easily accessible place.
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Consider sharing the location of your legacy plan with a trusted individual or family member.
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Seek professional guidance and advice to navigate any complex legal or financial aspects of your legacy plan.

Who needs your legacy our lifes?

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Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
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Parents who want to provide for their children's financial future and well-being.
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Individuals who want to protect their loved ones from unnecessary financial burdens or complications.
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Anyone who values peace of mind and wants to have a sense of control over their legacy.
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Your legacy refers to the impact and contributions you leave behind, encompassing your values, achievements, and how you are remembered by others.
Individuals or entities responsible for managing an estate or an individual's affairs, typically heirs, executors, or administrators, may be required to file documentation regarding the legacy.
Fill out the necessary forms by providing accurate personal and financial information, ensuring all required documentation is attached, and following the provided guidelines.
The purpose is to document and reflect one's contributions, values, and final wishes, facilitating the transfer of assets and responsibilities after death.
Essential information includes personal identification details, asset listings, liabilities, beneficiary designations, and any specific wishes regarding the distribution of assets.
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