You never know what the future may bring. That is why having a will can be so important. When you outline your wishes in case of a tragedy, it means your loved ones may have less to worry about.

While the pandemic increased awareness of the need to have a will, living trust, or living will, 67% of Americans have no estate plan.1 Unfortunately, an already difficult time for employees and their families can become even more challenging without these important documents. Employers can make it easier for employees to be prepared. Our comprehensive will preparation services include access to legal and estate planning professionals, and online planning documents.

Easily get end-of-life documents and plans in order

Do your employees not know how to get a will?  Or think estate planning is too expensive?  They’re not alone.

Help them gain access to a range of services to assist in communicating how they want to provide for their loved ones. Will preparation services include online planning documents and access to professionals to help with issues such as*:

  • Advanced health care directives

  • Financial and healthcare power of attorneys

  • Guardianship and conservatorship

  • Trusts

  • Wills and living wills

Employees can learn the importance of estate planning, organizing their personal affairs, and helping to protect their loved ones through unlimited access to a dedicated legal/financial website. Each employee can gain access to a glossary of legal terms, a variety of legal articles, and guides as well as legal frequently asked questions.

For employees that need additional assistance, each member is provided telephonic consultations* with an estate planner. And for those who want additional help with their will, they have the option for an attorney prepared will for a modest charge.

1 2024 Wills and Estate Planning Study, Caring.com

*Up to plan limits, New York and Hawaii excluded

Will preparation services are provided through independent third-party vendors. The Guardian Life Insurance Company of America (Guardian) does not provide any part of will preparation services. Guardian is not responsible or liable for care or advice given by any provider or resource under the services. This information is for illustrative purposes only. It is not a contract. Only the Administration Agreement can provide the actual terms, services, limitations and exclusions. Guardian reserves the right to discontinue will preparation services at any time without notice. Legal services will not be provided in connection with or preparation for any action against Guardian or your employer. Will preparation services are not an insurance benefit and may not be available in all states. Legal/financial assistance and resources services are not available in the states of New York and Hawaii. These services are permissible in the state of Washington: will preparation services, financial planning and estate planning services, probate and estate settlement services, grief counseling, funeral planning and funeral services. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult a tax, legal, or accounting professional regarding your individual situation.

Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

©Copyright 2024 The Guardian Life Insurance Company of America, New York, N.Y.