Estate planning and settlement at Milliman
Name beneficiaries online and report a death at 1-866-767-1212
Milliman is now part of EmpowerAcquired, effective September 2026
Empower Retirement, LLC acquired Milliman's retirement and health & welfare administration business on 1 September 2026 (announced 30 June 2026, closing announced 2 September 2026). Milliman retained its actuarial consulting business and, for a limited transition period, continues to provide certain services to Empower. The millimanbenefits.com participant portal and the 866-767-1212 Benefits Service Center line are still live and still published by Milliman; Empower's Beneficiary Support Services line is 866-442-3888.
Milliman is a retirement provider managing 11 retirement retirement accounts. These tax-advantaged accounts transfer by beneficiary designation—not by will—making it critical to keep designations current and aligned with broader estate planning goals.
Milliman lets account holders update beneficiary designations online, by phone, and by mail, typically taking 10 to 15 minutes on the portal. Trust funding options vary by account type—check with Milliman for specifics.
Milliman provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 11 account types at Milliman.
Preparing your estate →Death claim process
Report the death to Milliman at 1-866-767-1212. The page lists the steps and the documents to send.
When someone dies →
Sources
Data sourced from Milliman primary sources (18 pages reviewed). How we research.
Milliman customer support
Milliman Benefits Service Center (retirement and health & welfare accounts)
Phone
Toll-free
Empower workplace plans
Mailing address
Website
Estate planning articles
Learn how to protect your Milliman 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.
