Estate planning and settlement at MassMutual
Name beneficiaries online, fund a trust in branch, and report a death at 1-800-272-2216
MassMutual is an insurance company with 19 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 MassMutual policyholders.
Beneficiary designations at MassMutual can be managed online, in branch, 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).
MassMutual 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 in-branch, and review 19 account types at MassMutual.
Preparing your estate →Death claim process
Report the death to MassMutual at 1-800-272-2216. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact MassMutual's Claims Department at 1-800-272-2216. Email inquiries can be sent to lifefax@MassMutual.com.
Sources
Data sourced from MassMutual primary sources (16 pages reviewed). How we research.
MassMutual customer support
MassMutual Customer Service
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Toll-free
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MassMutual Ascend (formerly Great American Life)
Executive Group Life (EGL) Worksite Insurance
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Estate planning articles
Learn how to protect your MassMutual 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.
