LifeLegacy’s estate planning suite enables your employees to secure their finances, protect their loved ones, and leave a legacy to charity.
Financial wellness benefits including estate planning are among the most valued by employees and are a critical component to every comprehensive employee benefits plan.
Providing estate planning as a benefit demonstrates to your employees that you value their overall financial health and legacy. Through estate planning, individuals can:
Maintain a positive company reputation by offering competitive financial wellness benefits to your employees.
Traditionally underserved communities often lack access to financial services, including estate planning – a critical component to building generational wealth.
All of our products are all fully online and optimized for mobile and desktop.
Co-branded and customized Last Will & Testament to maintain brand, trust, and a cohesive customer experience.
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.
Legally vetted and available in all 50 states.
LifeLegacy’s estate planning suite of products includes:
All products can be customized and co-branded to your company's branding.
Our Last Will & Testament is philanthropy-focused with a built in method to leave a bequest to charity.
Our personal dashboard allows users to keep all of their estate planning documents from one secure place.
All of our products are entirely online and mobile-friendly.
All of our estate planning documents are legally vetted for all 50 states.
Please fill out the form and we’ll reach out to you to schedule a demo.
LifeLegacy is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice. Use of our services is subject to the Terms of Use & Privacy Notice.
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