Estate planning at Prudential
How to protect 22 Prudential accounts — manage beneficiaries online, fund a trust by mail, and file death claims
Individual Life Insurance Claims Center / Beneficiary Services
Prudential offers 22 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.
Beneficiary designations at Prudential can be managed online, by mail, and by phone, typically taking 10-15 minutes online. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
Prudential provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 22 account types at Prudential.
View details →When someone dies
Death claim process
7-step process, 8 required documents, and contact information for survivors.
View details →
Sources
Data sourced from Prudential primary sources (17 pages reviewed). How we research.
Individual Life Insurance Claims Center / Beneficiary Services
Estate planning articles
Learn how to protect your Prudential accounts and other assets with trusts, beneficiary designations, and estate planning documents.
