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Top companies have estate planning as a benefit

LifeLegacy’s estate planning suite enables your employees to secure their finances, protect their loved ones, and leave a legacy to charity.

Attract & Retain top talent

Financial wellness benefits including estate planning are among the most valued by employees and are a critical component to every comprehensive employee benefits plan.

Show value to your employees

Providing estate planning as a benefit demonstrates to your employees that you value their overall financial health and legacy. Through estate planning, individuals can:

  • Protect their loved ones
  • Establish generational wealth
  • Choose guardianship for children
  • Appoint individuals in case of a medical emergency
  • Leave a bequest to charity

Company Reputation

Maintain a positive company reputation by offering competitive financial wellness benefits to your employees.

Diversity and Inclusion

Traditionally underserved communities often lack access to financial services, including estate planning – a critical component to building generational wealth.

Mobile & Desktop

All of our products are all fully online and optimized for mobile and desktop.

Customized

Co-branded and customized Last Will & Testament to maintain brand, trust, and a cohesive customer experience.

How LifeLegacy Works Demo

Secure

All personally identifiable data stored in our databases is encrypted using AES-256 encryption and any files uploaded to LifeLegacy servers are encrypted using AES-256 encryption.

Available in all 50 states

Legally vetted and available in all 50 states.

Suite of Products

LifeLegacy’s estate planning suite of products includes:

  • Last Will & Testament
  • Financial Power of Attorney
  • Advance Healthcare Directive
  • Personal Dashboard

Why Choose Us

Customized & Co-branded

All products can be customized and co-branded to your company's branding.

Philanthropy Focused

Our Last Will & Testament is philanthropy-focused with a built in method to leave a bequest to charity.

Personal Dashboard

Our personal dashboard allows users to keep all of their estate planning documents from one secure place.

100% online

All of our products are entirely online and mobile-friendly.

Legally vetted

All of our estate planning documents are legally vetted for all 50 states.

Schedule a demo:

Please fill out the form and we’ll reach out to you to schedule a demo.

Coming Soon!

Be the first to get notified when we go live with our will product.

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