Estate planning and settlement at Pacific Guardian Life
Name beneficiaries by mail, fund a trust by mail, and report a death at 1-800-432-3306
With 10 products relevant to estate planning, Pacific Guardian Life policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with Pacific Guardian Life are what determine who receives the death benefit.
Beneficiary designations at Pacific Guardian Life can be managed 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).
Pacific Guardian Life 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 fund a trust by mail, and review 10 account types at Pacific Guardian Life.
Preparing your estate →Death claim process
Report the death to Pacific Guardian Life's Claims Department at 1-800-432-3306. The page lists the steps and the documents to send.
When someone dies →Pacific Guardian Life's Client Relations Department can answer questions about beneficiaries, trusts, or death claims at 1-800-432-3306. Email inquiries can be sent to clientrelations@pacificguardian.com.
Sources
Data sourced from Pacific Guardian Life primary sources (45 pages reviewed). How we research.
Pacific Guardian Life customer support
Pacific Guardian Life - Home Office
Phone
Home Office (Oahu)
Individual Life Sales Support
Employee Benefits
California Regional Office (Japanese Markets), Torrance CA
Fax
Hours
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Website
Estate planning articles
Learn how to protect your Pacific Guardian Life 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.
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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.
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