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Will Preparation Services

Employee who used will preparation services enjoy time with son at the beach.

About half of Americans don’t have any of the most basic planning documents, including a will, a living will, and financial and medical powers of attorneys.1

Unfortunately, without these, an already difficult time for employees and their families can be made even more challenging. 

By providing this important enhancement to your clients’ benefits portfolio, employers can make it easier for employees to be prepared. The service includes online planning documents, a resource library, and access to professionals to help employees with issues related to:

  • Advanced Health Care Directives
  • Estate Taxes
  • Executors & Probate
  • Financial Power of Attorney
  • Getting Organized
  • Guardianship and Conservatorship
  • Healthcare Power of Attorney
  • Living Wills
  • Resource Library
  • Trusts
  • Wills


Employee Assistance Program
Travel Related Insurance Protection (TRIP)
Will Preparation Services
College Tuition Benefit

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