Integrity Life
Subsidiary of Western & Southern Financial Group
westernsouthern.com/distributors/about/integrity-companiesEstate planning and settlement at Integrity Life
Name beneficiaries by phone, fund a trust by phone, and report a death at 1-800-325-8583
With 13 products relevant to estate planning, Integrity Life policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with Integrity Life are what determine who receives the death benefit.
Integrity Life lets account holders update beneficiary designations 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).
There are two sides to estate planning at Integrity Life: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to update beneficiaries by phone, fund a trust by mail, and review 13 account types at Integrity Life.
Preparing your estate →Death claim process
Report the death to Integrity Life's Annuity Claims at 1-800-325-8583. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact Integrity Life's Client Services at 1-800-325-8583. Email inquiries can be sent to service@integritycompanies.com.
Sources
Data sourced from Integrity Life primary sources (18 pages reviewed). How we research.
Integrity Life customer support
Client Services (Annuity Information)
Phone
National Integrity Life (New York contracts)
National Integrity Life assistance line
Life Insurance Information (Enterprise Engagement Center)
Fax
Mailing address
Website
Estate planning articles
Learn how to protect your Integrity 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.
