Help Your Clients Bridge the Trust Gap
87% of employers say they demonstrate care – only 52% of employees feel it. Give your clients a benefit that builds the trust that drives measurable business impact
- SOC2
- Secure Vault
- Financial Protection
BROKER PARTNERSHIP BENEFITS
Stand Out
Lead with a high-demand, modern platform.
Revenue Model
High value, recurring income.
Proven ROI
Backed by clear metrics that resonate with clients.
Built to Scale
Mid-market to enterprise clients.
The Gap Your Clients Need to Close
Your clients invest in health, retirement, and financial wellness. But when an employee loses a loved one – or when their family loses them – those benefits don’t help. Families are left searching for accounts, making painful phone calls, navigating chaos alone. This is where the trust gap becomes real, and where you can help your clients close it.
LegacyNOW ensures everything families need is organized before they need it
87%
Employers believe they demonstrate care but only 52% of employees feel it
Source: MetLife 2025 Employee Benefit Trends Study
60%
of Americans do not have an estate plan
Source: LegalShield 2023 Survey
58%
would create one if offered through their employer
Source: LegalShield 2023 Survey
#1
Estate planning is the most used legal benefit
Source: LegalShield 2023 Survey
Traditional legal benefits help employees create estate documents but document creation is just the beginning LegacyNOW goes further, ensuring those carefully crafted plans become a clear path forward for families when they need it most
LegacyNOW Digital Legacy Vault
- Financial accounts
- Legal documents
- Insurance records
- Family instructions
- Secure encrypted storage
- SOC2 Type II security
LegacyNOW: The Digital Vault
A secure platform where employees organize their complete digital legacy; financial accounts, legal documents, insurance, and personal assets – all accessible to designated family members when needed.
LegacyNOW ensures that planning does not stop at document creation. It ensures families can actually find and use what is been prepared.
3 Steps to Launch
STEP 1
Discovery Call
30-minute consultation to understand your benefits landscape
STEP 2
Customization
Choose employer-sponsored, voluntary, or hybrid model
STEP 3
Launch Support
Communication materials, benefits fair support, ongoing success management
Frequently Asked Questions
How do I introduce this to my clients?
We make it easy. We provide co-branded one-pagers, talking points, and presentation materials you can use directly in client conversations. The positioning is straightforward – LegacyNOW fills the gap between traditional financial wellness benefits and what actually happens when an employee’s family faces loss. Most brokers lead with the MetLife trust gap data: 87% of employers say they demonstrate care, but only 52% of employees feel it. That opens the conversation naturally.
What does the partner revenue model look like?
We offer a competitive commission structure with high-value, recurring revenue. Pricing is typically based on a per-employee-per-month model with volume discounts available for larger clients. Contact us to discuss partner terms tailored to your book of business.
What size employers is this best suited for?
LegacyNOW is built for mid-market to enterprise clients – generally 500 employees and above, though we can accommodate smaller groups. It performs particularly well with employers in professional services, healthcare, financial services, and technology, where employees tend to have more complex financial lives and higher engagement with voluntary benefits.
How quickly can a client get live?
Standard implementation takes 4-6 weeks and includes platform setup, employee communication materials, benefits fair support, and ongoing customer success management. We handle the heavy lifting – there is no ongoing HR burden once the benefit is live.
How is this different from other voluntary benefits in my portfolio?
Most voluntary benefits address financial risk – disability, critical illness, life insurance. LegacyNOW addresses what happens after a loss: ensuring families can find everything they need, and eliminating the administrative chaos that compounds grief. It complements rather than competes with existing legal benefits, which typically stop at document creation. LegacyNOW picks up where they leave off.
Automated Notifications for Financial Institutions
An integrated service automatically delivering critical notifications to financial institutions and service providers, eliminating dozens of painful phone calls for grieving families
Death Occurs
Family member passes away
Upload Certificate
Upload death certificate securely
Notify Institutions
Automatic notifications sent
Track Confirmations
Monitor response status
NotifyNOW streamlines the notification process, saving families hours of phone calls and paperwork during their most difficult time
Ready to help your clients close the trust gap?
Schedule a 30-minute partner discussion to explore how LegacyNOW can fit into your client portfolio and drive new business opportunities.