Technology that helps employers attract top talent, retain valued employees, and support employee well-being with simplified estate planning solutions.
Employers who offer benefits focused on financial security increase employee retention. Estate planning support helps employees feel valued and secure.
30% of employees report significant stress from unresolved personal legal matters +
Reduce this burden with tools that simplify estate planning, enabling employees to focus on their personal and work lives.
Support your team & protect your business
Support the people who set your team apart
Offering estate planning tools demonstrates that you value your employees and their futures, building trust and loyalty that lasts.
When an employee loses a loved one without an estate plan in place, their focus and productivity suffer. Helping families prepare ensures smoother transitions and a more supported workplace.
Retain valued employees
Build loyalty by supporting employees in creating and maintaining estate plans. This benefit addresses a critical, often overlooked need, demonstrating your investment in their future.
Support employee well-being
Alleviate stress and enhance focus by offering tools that help employees manage estate planning and settlement tasks efficiently and effectively.
CASE STUDY
The Pediatric Dentist: An employee benefits success
What began as a casual lunchtime conversation quickly became a meaningful discussion about protecting loved ones and assets through estate planning. As a leader committed to fostering a supportive workplace culture, Dr. Trisha decided to take action.
