Estate planning and settlement at Sammons Financial
Name beneficiaries online, fund a trust by mail, and report a death at 1-800-733-2524
With 10 products relevant to estate planning, Sammons Financial policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with Sammons Financial are what determine who receives the death benefit.
Beneficiary designations at Sammons Financial can be managed online. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
Sammons Financial 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 10 account types at Sammons Financial.
Preparing your estate →Death claim process
Report the death to Sammons Financial's Life Claims at 1-800-733-2524. The page lists the steps and the documents to send.
When someone dies →
Sources
Data sourced from Sammons Financial primary sources (40 pages reviewed). How we research.
Sammons Financial customer support
North American Customer Service
Phone
North American life insurance (international)
North American annuity
North American annuity (international)
Midland National life insurance
Midland National annuity
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Sammons Financial 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.
