Northwestern Mutual Investment Services
Subsidiary of The Northwestern Mutual Life Insurance Company
northwesternmutual.com/investmentsEstate planning and settlement at Northwestern Mutual Investment Services
Name beneficiaries by phone, fund a trust in branch, and report a death at 1-866-950-4644
Northwestern Mutual Investment Services offers 13 consumer investment accounts that interact with estate planning in distinct ways. Of those, 3 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
At Northwestern Mutual Investment Services, beneficiary designations are managed by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Northwestern Mutual Investment Services 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 update beneficiaries by phone, fund a trust in-branch, and review 13 account types at Northwestern Mutual Investment Services.
Preparing your estate →Death claim process
Report the death to Northwestern Mutual Investment Services at 1-866-950-4644. The page lists the steps and the documents to send.
When someone dies →
Sources
Data sourced from Northwestern Mutual Investment Services primary sources (19 pages reviewed). How we research.
Northwestern Mutual Investment Services customer support
Customer Service Center (Investment Client Services for investment products)
Phone
Toll-free
NMIS Online help desk (forgotten user ID or password)
Corporate headquarters
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Northwestern Mutual Investment Services 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.
