Estate planning and settlement at American Family
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-692-6326 ext. 78080
With 10 products relevant to estate planning, American Family policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with American Family are what determine who receives the death benefit.
American Family lets account holders update beneficiary designations in branch, by phone, and by mail. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
American Family provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 10 account types at American Family.
Preparing your estate →Death claim process
Report the death to American Family's Life Insurance Claims at 1-800-692-6326 ext. 78080. The page lists the steps and the documents to send.
When someone dies →Reach American Family's Life Inforce Services at 1-800-692-6326 ext. 78084 for help with any of these procedures. Email inquiries can be sent to lifeservicing@amfam.com.
Sources
Data sourced from American Family primary sources (18 pages reviewed). How we research.
American Family customer support
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Estate planning articles
Learn how to protect your American Family accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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