Estate planning and settlement at Jackson
Name beneficiaries online, fund a trust by phone, and report a death at 1-888-565-4995
With 20 products relevant to estate planning, Jackson policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with Jackson are what determine who receives the death benefit.
Jackson lets account holders update beneficiary designations online, 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).
Jackson 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 20 account types at Jackson.
Preparing your estate →Death claim process
Report the death to Jackson's Claims Department at 1-888-565-4995. The page lists the steps and the documents to send.
When someone dies →Jackson's Customer Care can answer questions about beneficiaries, trusts, or death claims at 1-888-565-4995. Email inquiries can be sent to customercare@jackson.com.
Sources
Data sourced from Jackson primary sources (19 pages reviewed). How we research.
Jackson customer support
Service Center
Phone
General Information
Automated Values and Contract Information (24-hour)
Jackson of New York — all other contracts
Jackson of New York — brokerage firm or broker-dealer
Jackson of New York — savings and loan or credit union
Fax — annuities other than variable and index-linked
Fax — life insurance
Jackson of New York fax — fixed annuities and life insurance
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Jackson 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.
