Estate planning at Gerber Life
How to protect 8 Gerber Life accounts — manage beneficiaries online, fund a trust by mail, and file claims through Gerber Life's Life Claims Processing Unit
Gerber Life offers 8 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.
Gerber Life lets account holders update beneficiary designations online, by mail, and by phone, typically taking 10-15 minutes to complete the form; it takes effect only once the signed paper form reaches Gerber Life, and submitted policy changes are processed by the evening of the following business day. 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 Gerber Life: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 8 account types at Gerber Life.
Preparing your estate →Death claim process
Contact Gerber Life's Life Claims Processing Unit to file a claim. 8-step process, 6 required documents, and contact information for survivors.
When someone dies →For questions about any of these procedures, contact Gerber Life's Life Claims Processing Unit at 1-800-628-0560.
Sources
Data sourced from Gerber Life primary sources (15 pages reviewed). How we research.
Gerber Life customer support
Customer Support
Phone
Toll-free
Sales (all Gerber Life Insurance Company products)
Video Relay Service
Grow-Up Plan
Young Adult Plan (ages 15-17 applications)
Family Plan Term Life
Whole Life
Guaranteed Life
College Plan
Accident Protection
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Gerber Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.
