For Businesses

Estate Planning as an Employee Benefit

A financial wellness benefit that helps employees protect their families and take action.

Most employees know they need to get their affairs in order. Few actually do. Legacy Suite gives them a clear, guided way to create a plan, organize their information, and protect what matters most. It is a benefit employees use, value, and remember.

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Total Enrolled +12% this month
1,245
Platform Utilization
78%
Digital Vaults Active
980

Recent Employee Activations

SJ
Sarah Jenkins
Engineering
Fully Setup
MC
Michael Chang
Sales
In Progress
ED
Emily Davis
Marketing
Fully Setup

HR Administrators

AJ
Alex Johnson
Lead HR
Super Admin
MG
Maria Garcia
Benefits Coordinator
Admin
Employee Benefits Banner
Why Businesses Choose Legacy Suite

A Financial Wellness Benefit Employees Actually Use

Many employee benefits are offered but rarely used. Estate planning is different. It is personal, important, and often delayed. Legacy Suite helps employees take action with a simple, guided experience. That drives real engagement and increases the perceived value of your financial wellness benefits.

Core Employer Benefits

Provide a modern benefit that supports employees and sets your organization apart.

Enhance Employee Financial Wellness

Provide planning that includes:

  • Estate documents
  • Asset organization
  • Beneficiary guidance
  • Digital vault access

Strengthen Retention and Differentiation

Stand out with a benefit that supports employees' families, not just compensation.

Reduce Administrative Burden on HR

We support rollout and employee engagement:

  • Guided onboarding
  • Education sessions
  • Employee support resources

White-Label Platform Access

Offer the experience under your brand:

  • Branded employee portals
  • Custom dashboards
  • Reporting visibility

Business Impact

  • Higher employee engagement
  • Stronger retention signals
  • Better benefits ROI
  • Clear employer differentiation
Seamless Setup

Deployment Model

A simple way to roll out Legacy Suite without adding complexity to your team.

Guided Implementation

We support your team through rollout so everything is clear from day one.

Enterprise Security and SSO

Maintain strong data security while giving employees easy, secure access.

Fits Into Your Existing Benefits Offering

  • Offered alongside your current employee benefits
  • No disruption to existing workflows
  • Easy for employees to access and use
  • No ongoing lift required from HR

Offer Your Employees More Than Compensation

Employees remember the benefits that actually help them. Legacy Suite gives them a way to take care of something important and shows them you support what matters outside of work.

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