A Logistical Nightmare

After the funeral is finished, families face a mountain of administrative tasks they are unequipped to handle.

 

On average, it takes a family 12-18 months to settle an estate, and even then, most still worry that they missed something critical.

2.5 Million Deceased
Identities Stolen
Each Year

82% of Surviving
Spouses Are Underpaid
by Social Security

$2 Billion Spent
Each Year on
Probate

frustrated-widow.png

When Employees Don't Receive Help:

Lower Productivity

Settling an estate is a shadow “second job” that consumes over 400 hours, forcing employees to manage complex legal and financial tasks during your workday. Grieving employees report lower productivity and difficulty concentrating.

Churn Risk

Employees who feel unsupported during a major crisis are 44% more likely to seek new employment within a year. 79% of employees who handle an estate consider quitting: a lack of support undermines your retention strategy.

Weaker Teams

The burden of estate closing tasks transfers directly to the employee’s team and management, who must absorb the  employee’s workload. This strain increases burnout, erodes morale, and damages your culture.

The Biggest Opportunity in Employee Benefits Today

We take care of their next steps.
You get all the credit.

Each employee receives access to estate planning tools to best prepare for the death of a loved one.

When a loss occurs, we reduce administrative work by helping your employee take care of:

  • Claiming Government Benefits
  • Setting Up Fraud Protection
  • Closing Accounts
  • Notifying Insurances
  • Claiming Benefits
  • Resolving Estate Issues

Employees also have access to best-in-class grief resources to support their healing journey and accelerate their return to full productivity.

Great Outcomes

Restore Productivity

By simplifying the 400+ hours of administrative work, you create a clear path to full engagement.

Boost Retention

Truly helping during a life crisis is a high-impact benefit that earns deep  employee loyalty.

Attract Talent

This “whole-person” benefit is a powerful differentiator, signaling that you lead with care.

Strengthen Teams

Remove strain from peers and managers, proving that wellbeing is a real practice, not just policy.

The Total Bereavement Benefit Package

Estate Planning

Every employee has access to estate planning tools to form wills, trusts, and other important documents to prepare for end-of-life scenarios.

Estate Closing

After a loved one passes, the employee has access to a dedicated Estate Specialist who will help them navigate a comprehensive list of estate settlement tasks.

Grief Resources

To help each employee and their family find peace and process their grief, we provide a library of grief resources to promote healing.

FAQS

Your EAP is designed for generalized emotional support, and legal plans provide discounted hourly legal advice. We provide a proactive, managed benefit that takes on the 400+ hours of administrative work—the calls, the paperwork, and the logistics—that lawyers and therapists don’t handle.

Implementation is simple. We provide a complete communications toolkit for launch, a dedicated link for your benefits portal, and require no complex data feeds. You can be live in under a week.

We use a simple Per-Employee-Per-Month model. This ensures every employee has access to both the proactive planning tools and the estate settlement support whenever a need arises, with no surprise fees.

This benefit covers the employee when they are the executor or administrator for any loved one (a parent, spouse, sibling, etc.). Since they are the one experiencing the ‘second job’ and the work-related strain, our service steps in to support them.

The process is designed to be as simple as possible. The employee (or HR) makes one call to get help. They are assigned a dedicated Estate Specialist who will create a custom plan and begin the administrative work on their behalf.

Yes. We provide an anonymized, aggregate dashboard showing utilization rates and key tasks completed by our specialists, allowing you to directly report on the ROI and impact to your workforce.

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