A Workbook for Policyholders
There's no rush and no wrong way to do this. Take it at your own pace — this workbook is simply here to help you keep track as you go.
Browse familiar categories like Kitchen, Bedroom, and Garage, and check off what was there.
Common items and typical costs are already filled in — adjust anything, or add your own.
Download your file whenever you like, and pick back up right where you left off.
Hand your finished workbook to an adjuster, attorney, or insurer as organized documentation.
A gentle note: this workbook is here to help you get organized. It isn't an appraisal, a Proof of Loss form, or legal advice — and it doesn't submit anything to your insurer. Everything you enter stays private in your browser, on your device.
A free resource provided by Merlin Law Group to help policyholders document a loss. It does not create an attorney-client relationship.