Estate planning and settlement at Everlake Life
Name beneficiaries online, fund a trust by phone, and report a death at 1-844-953-0347
Everlake Life operates under a new nameRebranded, effective November 2021
Formerly Allstate Life Insurance Company. Allstate sold its life insurance business to Blackstone-managed entities in November 2021 (~$4 billion), and the company was renamed Everlake Life Insurance Company. In-force policies originally issued by Allstate Life are now serviced under the Everlake brand; servicing was administered by Allstate through a transition and migrated to Transaction Applications Group, Inc. (TAG), an NTT Data company, in phases completing June 8, 2026. This is the current active record.
With 12 products relevant to estate planning, Everlake Life policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with Everlake Life are what determine who receives the death benefit.
Everlake Life lets account holders update beneficiary designations online, by phone, and by mail, typically taking 15 to 30 minutes. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
Everlake Life has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 12 account types at Everlake Life.
Preparing your estate →Death claim process
Report the death to Everlake Life's Life and Annuity Claims at 1-844-953-0347. The page lists the steps and the documents to send.
When someone dies →
Sources
Data sourced from Everlake Life primary sources (23 pages reviewed). How we research.
Everlake Life customer support
Customer Service (via TAG / NTT Data)
Phone
Variable Universal Life / Registered Products
Annuities (General)
Variable Annuities (Helmsman/Horizon/RightFit)
GoodForLife (migrated to TAG June 8, 2026; use life line)
Structured Settlement Department / Pension Buyout Department
Long Term Care Administrative Office (Woodland Hills, CA)
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Everlake Life 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.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
