Estate Planning as an Employee Benefit

In the 21st century, everyone must have an Estate plan. Without Wills, Power of Attorney, and Trusts, your life work and your assets can end up in the hands of strangers or, worse still, the government.

Our intelligent automated process, designed by legal experts, puts your employees in control of their legacy and offers peace of mind throughout the journey.

How does it work? The self-service review takes your employee through a series of simple questions to understand their estate planning needs. The smart form automatically updates each person's needs and sends them a comprehensive no-obligation report.

What are the benefits to your company and your employees?

• Empowerment and Financial Security: Estate planning provides employees peace of mind, ensuring their wishes are honoured and loved ones are cared for.
• Attracting Talent: Offering estate planning as a benefit demonstrates an employer's commitment to employees' long-term financial wellness, enhancing job satisfaction and loyalty.
• Comprehensive Support: Access to our estate planning advisors helps employees navigate complex processes and create customized documents that reflect their unique circumstances.
• Reducing Financial Stress: Estate planning, as an employee benefit, directly addresses financial wellness. By alleviating stress, it can significantly improve employee well-being and productivity.
• Education and Resources: Employers can empower their employees by offering estate planning as a benefit. Utilizing our online legal platform can educate them about the importance of estate planning through workshops, webinars, and ongoing support to foster engagement.
• Partnership Opportunities: Collaborating with Harrison Wills and Trusts and HoneyPro can streamline access to our estate planning tools, making the process easier for employees.
• Long-term Value: As the demand for holistic employee benefits grows, incorporating estate planning is a strategic move that can differentiate companies in a competitive job market, making employers feel forward-thinking and strategic.
• Speed and Ease: The process can take less than 15 minutes, allowing employees to access their unique, estate planning report and options without disrupting work, travel, or personal time.

For a Free no-obligation consultation, please contact [email protected]

FORBES - Employee benefits can help improve employee retention. A study by the Society for Human Resource Management found that 60% of employees said employee benefits were extremely or very important when considering whether to stay with their current employer.

FORBES - Everyone, regardless of family dynamics or financial status, can benefit from having an estate plan—a collection of documents that specify how you want your assets distributed. Nevertheless, most people have neglected to put such plans in place.

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