The Missing Piece in Employee Financial Wellness
Your benefits cover health, retirement, even emergency savings but what happens when an employee’s family faces loss? Give your employees the benefit that shows you care about them, and their families, beyond the workplace
- SOC 2 Type I
- Secure Vault
- Financial Protection
- Request Demo by Completing Form
The Gap Beyond the Will
When a loved one dies, families are suddenly responsible for untangling an entire digital life, locating accounts, finding documents, contacting institutions and trying to make sense of it all while grieving.
Traditional legal benefits help create wills and trusts but they rarely ensure families can easily find and use the information those documents depend on.
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
- SOC 2 Type I security
Why Employers Offer LegacyNOW
Complete Financial Wellness
Round out your benefits package with comprehensive estate planning protection
Reduce Employee Stress
Give peace of mind knowing their loved ones are protected and prepared
Strengthen Employee Trust
Show employees you care about their families beyond the workplace
Simple Administration
Easy onboarding and zero ongoing HR burden with our automated platform
Competitive Talent Advantage
Offer a benefit 58% of employees say they want, but rarely have access to
Source: LegalShield 2023 survey
Secure Employee Data
SOC 2 Type I certified security ensures employee information stays protected
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 is this different from legal benefits?
Legal benefits typically focus on document creation – wills, trusts, POAs. LegacyNOW focuses on what happens after: organizing the complete digital estate, ensuring families can find everything, and automating the painful notification process. We complement existing legal benefits, not compete with them
What does implementation look like?
Standard implementation takes 6-8 weeks and includes platform setup, employee communication materials, benefits fair support, and ongoing customer success management.
What about employees who already have estate plans?
Having a will or trust is just the first step. Families still need to find all the accounts, locate the documents, and navigate the notification process. LegacyNOW ensures existing plans actually work when needed by organizing everything in one secure place.
Is employee data secure?
Absolutely Security is our top priority LegacyNOW is SOC2 Type II certified and uses 256-bit encryption for all data storage and transmission. Employee information is stored in secure, encrypted vaults that only they control. We never share data with third parties and our infrastructure meets the highest industry standards for data protection.
How are employer vaults priced?
Pricing is based on the number of employees with transparent, per-employee-per-month rates. We offer flexible plans for organizations of all sizes, from small businesses to enterprise employers. Volume discounts are available and there are no hidden fees or implementation costs. Contact us for a custom quote tailored to your organization.
Organizing information is only part of the journey. When the time comes, families
are still faced with the difficult task of notifying banks, service providers, and institutions one by one.
That’s where NotifyNOW comes in.
An integrated service automatically delivering critical notifications to financial institutions and service providers, eliminating dozens of painful phone calls for grieving families.
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