Estate planning and settlement at Sentinel Security Life
Name beneficiaries by mail, fund a trust by mail, and report a death at 1-800-247-1423
With 13 products relevant to estate planning, Sentinel Security Life policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with Sentinel Security Life are what determine who receives the death benefit.
Beneficiary changes at Sentinel Security Life can be made by mail. Accounts can also be linked to trusts through beneficiary designations to keep them out of probate entirely.
Sentinel Security 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 13 account types at Sentinel Security Life.
Preparing your estate →Death claim process
Report the death to Sentinel Security Life's Death claims at 1-800-247-1423. The page lists the steps and the documents to send.
When someone dies →Sentinel Security Life is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from Sentinel Security Life primary sources (21 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your Sentinel Security 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.
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.
