Estate planning and settlement at Modern Woodmen
Name beneficiaries online, fund a trust by phone, and report a death at 1-800-447-9811
Modern Woodmen offers 17 insurance products that play a central role in estate planning. Because policy proceeds pass directly to named beneficiaries—bypassing probate entirely—keeping designations current is one of the highest-impact steps policyholders can take.
Modern Woodmen 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).
Modern Woodmen provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 17 account types at Modern Woodmen.
Preparing your estate →Death claim process
Report the death to Modern Woodmen's Claim Department at 1-800-447-9811. The page lists the steps and the documents to send.
When someone dies →Modern Woodmen's Members' Service Department can answer questions about beneficiaries, trusts, or death claims at 1-800-447-9811. Email inquiries can be sent to Service.Center@modern-woodmen.org.
Sources
Data sourced from Modern Woodmen primary sources (15 pages reviewed). How we research.
Modern Woodmen customer support
Service Center
Phone
Toll-free
Former Equitable Reserve Association (ERA) Certificates
MWA Financial Services Inc.
Stock, Bond, and Mutual Fund Trades (MWA Financial Services)
Variable Product Questions
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Modern Woodmen 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.
