Estate planning at Allstate
How to protect 26 Allstate accounts — manage beneficiaries online, fund a trust in-branch, and file claims through Allstate's Protective Life Policy Service (Life and Health Insurance Administration)
Allstate Customer Service (auto, home, renters, and agent lookup)
Protective Life Policy Service (Life and Health Insurance Administration)
Protective Life Insurance Company, Life and Health Insurance Administration, P.O. Box 12687, Birmingham, AL 35202-6687
Protective Life Claims (life and annuity policies sold through Allstate agents)
Claims, P.O. Box 12486, Birmingham, AL 35202 (use for death benefits of $500,000 or more; under $500,000, email claims@protective.com or fax 205-268-6833)
Allstate is a insurance company with 26 products relevant to estate planning. Life insurance and annuity proceeds transfer directly to named beneficiaries outside of probate, making beneficiary designations one of the most important estate planning steps for Allstate policyholders.
Managing beneficiaries at Allstate is straightforward—changes can be made online, in branch, by mail, and by phone, typically taking 15-30 minutes with agent; 10-15 business days for processing. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
There are two sides to estate planning at Allstate: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 26 account types at Allstate.
View details →When someone dies
Death claim process
Contact Allstate's Protective Life Policy Service (Life and Health Insurance Administration) to file a claim. 8-step process, 9 required documents, and contact information for survivors.
View details →Reach Allstate's Protective Life Policy Service (Life and Health Insurance Administration) at 1-800-866-9933 for help with any of these procedures. Email inquiries can be sent to service@protective.com.
Sources
- allstate.protective.com
- allstate.com
- everlakelife.com
- protective.com
- standard.com
- claims.protective.com
- lad3.protective.com
- wiltonre.com
Data sourced from Allstate primary sources (41 pages reviewed). How we research.
Allstate Customer Service (auto, home, renters, and agent lookup)
Protective Life Policy Service (Life and Health Insurance Administration)
Protective Life Insurance Company, Life and Health Insurance Administration, P.O. Box 12687, Birmingham, AL 35202-6687
Protective Life Claims (life and annuity policies sold through Allstate agents)
Claims, P.O. Box 12486, Birmingham, AL 35202 (use for death benefits of $500,000 or more; under $500,000, email claims@protective.com or fax 205-268-6833)
Estate planning articles
Learn how to protect your Allstate accounts and other assets with trusts, beneficiary designations, and estate planning documents.
