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Will Preparation Services

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Will Preparation Services

Employees working on will preparation and estate planning.

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 benefits portfolio, you 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

Contact your broker today


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