Estate planning and settlement at Lincoln Financial
Name beneficiaries online, fund a trust by phone, and report a death at 1-800-487-1485
Lincoln Financial is an insurance company with 24 products relevant to estate planning. Life insurance and annuity proceeds transfer directly to named beneficiaries outside of probate, making beneficiary designations one of the most important estate planning steps for Lincoln Financial policyholders.
Lincoln Financial 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).
Lincoln Financial 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 24 account types at Lincoln Financial.
Preparing your estate →Death claim process
Report the death to Lincoln Financial's Death Claims at 1-800-487-1485. The page lists the steps and the documents to send.
When someone dies →Lincoln Financial's Life Insurance Customer Service can answer questions about beneficiaries, trusts, or death claims at 1-800-487-1485. Email inquiries can be sent to CustServSupportTeam@LFG.com.
Sources
Data sourced from Lincoln Financial primary sources (35 pages reviewed). How we research.
Lincoln Financial customer support
Life Insurance Customer Service
Phone
Toll-free
877-ASK-LINC (general)
Employer-sponsored benefits
Policy prefixes 9+5, 5+6, 64/66/68+7, N/P/R/W+8, M/T+7
Policies originally issued by Sovereign
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Lincoln Financial 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.
