Improve The Economic Health Of Your Team
Elevate Your Benefits Package With Estate Planning
GET THE LEGACY PLANNING BENEFITContribute To Equity, Inclusion, & Culture At Your Company By Offering A Legacy Planning Benefit
Remove Barriers That Harm The Financial Health Of Your Employees
The Legacy Planning Benefit is a self-funded employer-sponsored Master Estate Plan for employees. The employer sponsors each estate plan as the foundation of its employee’s financial organization and education.
Your organization should include Master Estate Planning in its benefits package to increase the economic health, education, and financial legacy of your team.
Enhance Equity & Inclusion At Your Organization
Providing access to estate planning helps remedy the cultural, financial, educational, and economic imbalances associated with access to asset protection. Estate planning has typically been reserved for financially educated, high-income, individuals and families, but it’s accessible and important for everyone.
The Legacy Planning Benefit instantly makes master estate planning affordable for your employees and removes barriers to entry for underserved or minority communities.
Improve Your Company Culture
Many employers are purposefully becoming more diverse by including more women, African American, Latinos, LGBTQ+ in their workforce.
Providing a Legacy Planning Benefit helps these historically and systematically marginalized communities obtain the proper tools to transfer and protect assets generationally.
Attract & Retain The Best Talent
The most skilled workers are looking for employers that offer competitive benefits packages and have a company culture that aligns with their values.
Providing the Legacy Planning Benefit helps your company stand out and get a leg up on competitors who only offer a standard lackluster benefits package.
Here’s How You Get The Legacy Planning Benefit For Your Company
1
Meet With Our Firm
We establish the number of employees at your organization and your budget, then provide a sample Master Estate Plan.
2
Schedule Informational Sessions For Employees
Prior to launching the Legacy Planning Benefit, we'll hold three 30-minute informational sessions for employees.
3
Launch The Benefit
We launch the benefit and provide an exclusive calendar link that your employees can use to schedule a meeting with us to start their estate plan.
Only ⅓ of Americans Have An Estate Plan
Your workforce deserves financial security and peace of mind.
You can provide it.
Here’s How Your Employees Take Advantage Of The Legacy Planning Benefit
GET THE LEGACY PLANNING BENEFIT1
Meet With An Attorney
You get in touch with your dedicated attorney to schedule a virtual question & answer consultation and intake meeting.
2
Draft & Deliver Their Estate Plan
Your attorney prepares your estate plan documents with easy-to-follow instructions for seamless execution.
3
Gain Peace Of Mind
You’ll be well-educated and confident with how to allocate your hard-earned assets.
Provide What Your Employees Really Need
The Legacy Planning Benefit Is A Win For Your Company & Your Employees
Often, a person’s first experience with finances is with their employer. You have the unique opportunity to skyrocket their financial literacy and well-being.
We know you want to do right by your employees, and what better way than to protect their legacy and financial security with an estate plan?
With the Legacy Planning Benefit, you will:
- Build a top-tier workforce that values the benefits you offer
- Remove cost barriers to your employee’s financial wellness
- Have a legal partner who makes the process simple for you and your team
Your Employees Will Love Working With Us, But Don’t Just Take Our Word For It.
Common Questions About The Legacy Planning Benefit
The Legacy Planning Benefit is self-funded by the employer. The employer sponsors each employee’s estate plan as the foundation of its employee’s financial organization and education.
The E.L. Law team is ready to serve companies of all sizes!
Enhance The Well-Being Of Your Workforce
Provide long-term financial wellness with the Legacy Planning Benefit
GET THE LEGACY PLANNING BENEFITGet In Touch
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