Estate planning at Erie Insurance
How to protect 6 Erie Insurance accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Toll-Free1-800-458-0811
Mailing Address
Erie Insurance Group, 100 Erie Insurance Place, Erie, PA 16530-1104
WebsiteLearn more→
Toll-Free1-800-458-0811
Mailing Address
Erie Insurance Group, 100 Erie Insurance Place, Erie, PA 16530-1104
WebsiteLearn more→
Erie Family Life Death Claims
Phone1-800-458-0811
Toll-Free1-800-458-0811 (option 2)
Fax1-814-461-1238
Mailing Address
Erie Family Life Insurance Company, 100 Erie Insurance Place, Erie, PA 16530
WebsiteNotify online→
Verified Apr 2026
Erie Insurance offers 6 insurance products that play a central role in estate planning. Because policy proceeds pass directly to named beneficiaries—bypassing probate entirely—keeping designations current is one of the highest-impact steps policyholders can take.
Beneficiary changes at Erie Insurance can be made in branch, by mail, and by phone. Accounts can also be linked to trusts through beneficiary designations to keep them out of probate entirely.
Erie Insurance has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 6 account types at Erie Insurance.
View details →When someone dies
Death claim process
7-step process, 7 required documents, and contact information for survivors.
View details →Erie Insurance is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
Contact your local Erie Insurance agent or call Erie Family Life at 800-458-0811, option 3 (Monday-Friday, 8:00 AM - 5:30 PM ET) to request a beneficiary change form. Complete the form with each beneficiary's full legal name, date of birth, relationship, and percentage allocation. Percentage allocations must total 100% for each tier. Submit the completed form through your agent or mail to Erie Family Life Service Center, P.O. Box 83026, Lincoln, NE 68501-3026, or fax to 866-567-1219.
Erie Family Life offers three categories of life insurance. Traditional term life insurance is available in 5-, 10-, 15-, 20-, and 30-year terms with a $30,000 minimum coverage and medical exam required. Whole life insurance includes the Whole Life Protector (for protection) and Whole Life Accumulator (for cash value growth) with coverage from $10,000 to $10,000,000 and six payment duration options. ERIExpress is a no-exam product line with coverage from $10,000 to $500,000, available in both term (5-, 10-, 15-, 20-year) and whole life (20-year pay) options. All products can have a trust named as beneficiary.
Yes. Erie term life insurance policies include a conversion privilege that allows you to convert to permanent life coverage during the level period or before age 70, whichever comes first. The conversion is guaranteed regardless of any changes in your health or occupation. The replacement permanent policy face amount cannot exceed the original term policy amount. Contact your Erie Insurance agent to discuss conversion options.
Sources
Data sourced from Erie Insurance primary sources (13 pages reviewed). How we research.
Toll-Free1-800-458-0811
Mailing Address
Erie Insurance Group, 100 Erie Insurance Place, Erie, PA 16530-1104
WebsiteLearn more→
Toll-Free1-800-458-0811
Mailing Address
Erie Insurance Group, 100 Erie Insurance Place, Erie, PA 16530-1104
WebsiteLearn more→
Erie Family Life Death Claims
Phone1-800-458-0811
Toll-Free1-800-458-0811 (option 2)
Fax1-814-461-1238
Mailing Address
Erie Family Life Insurance Company, 100 Erie Insurance Place, Erie, PA 16530
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Erie Insurance accounts and other assets with trusts, beneficiary designations, and estate planning documents.
