04/30/2026
Survivorship life insurance, also known as second-to-die coverage, is sometimes used in an estate plan to provide liquidity after both insured individuals have passed.
These policies may be structured to address estate tax obligations, fund trusts, or provide assets needed for distribution without requiring the sale of property.
When incorporated into a broader estate planning strategy, survivorship insurance can help preserve assets and support the intended transfer of wealth.
Proper structuring is important to ensure the policy aligns with the overall estate plan and operates as intended.
Learn more about survivorship life insurance in estate planning.
👉 https://bucelodiaz.com/estate-planning/survivorship-life-insurance-in-estate-planning/