Estate planning and settlement at Globe Life
Name beneficiaries online, fund a trust by phone, and report a death at 1-800-654-5433
With 12 products relevant to estate planning, Globe Life policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with Globe Life are what determine who receives the death benefit.
Beneficiary designations at Globe Life can be managed online, by phone, and by mail, typically taking 10 to 20 minutes. 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 Globe 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, and review 12 account types at Globe Life.
Preparing your estate →Death claim process
Report the death to Globe Life's Life Claims Division at 1-800-654-5433. The page lists the steps and the documents to send.
When someone dies →
Sources
Data sourced from Globe Life primary sources (17 pages reviewed). How we research.
Globe Life customer support
Customer Service
Phone
Globe Life And Accident (General)
Globe Life And Accident (Account Support)
American Income Life
American Income Life (Account Support)
American Income Life (Special Risk Division)
Family Heritage
Family Heritage (Account Support)
Globe Life of New York
Liberty National
Liberty National (Account Support)
National Income Life
National Income Life (Account Support)
United American Insurance
United American (Account Support)
Employee Services Division
Medicare Supplement
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Globe 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.
