Retirement and pension plans are essential for ensuring participants’ financial security later in life — but what happens beyond retirement, or after a participant passes away?
Too often, families are left unprepared to handle the estate, facing stress, confusion, and unnecessary delays. As a plan administrator, you have the opportunity to offer more than just financial stability. By introducing participants to The Estate Registry’s digital estate planning platform, you can help them protect their families, secure their legacy, and achieve true peace of mind.
How Estate Planning Support Improves Participant Outcomes
Even with retirement income in place, families often struggle with probate, unclear beneficiary information, and disorganized records after a participant’s death. The Estate Registry’s platform helps your participants avoid these challenges by:
- Clarifying beneficiaries: Ensuring all designations are current, organized, and easy to access.
- Centralizing key records: Storing pension, insurance, and other estate documents securely in one place.
- Reducing family stress: Providing clear, accessible instructions to minimize disputes and delays.
Offering this digital estate planning platform alongside retirement and pension benefits helps participants feel confident that their families will be cared for — not just financially, but emotionally.
Why Plan Administrators Should Offer a Digital Estate Planning Platform
Adding The Estate Registry as a value-added service shows participants that you care about their complete financial well-being — not just their retirement years.
By integrating The Estate Registry’s suite of solutions into your plan, you can:
- Enhance participant satisfaction by helping them protect their family’s future.
- Build trust and loyalty by addressing a sensitive but critical need.
- Stand out from competitors by offering holistic, forward-thinking financial wellness support.
This proactive approach positions your plan as a leader in participant care and improves overall outcomes.
What Is The Estate Registry?
The Estate Registry is a secure, cloud-based digital estate planning platform that provides a comprehensive suite of solutions to help families organize, protect, and transfer their assets efficiently.
The platform includes three integrated solutions:
- LegacyNOW: A secure vault for organizing wills, deeds, insurance policies, and personal instructions.
- NotifyNOW: Automated notifications to creditors, utilities, and service providers to prevent delays and errors.
- InheritNOW: A compassionate advance option that gives beneficiaries early access to inheritance funds while the estate is in probate.
For retirement and pension plans, The Estate Registry complements your benefits package by addressing an often-overlooked but vital component of financial wellness: estate planning and organization.
How to Introduce The Estate Registry to Participants
Estate planning can feel overwhelming — but The Estate Registry’s digital platform makes it simple. Incorporate it into participant onboarding, annual statements, or financial wellness campaigns as an easy, secure way to protect their legacy.
The Estate Registry also provides turnkey educational materials and guidance to help you engage participants and get them started.
Support Participants Beyond Retirement
Your role in participants’ financial lives doesn’t end when they stop working. By offering access to The Estate Registry’s digital estate planning platform, you help ensure the security you’ve provided continues for their families for generations to come.
Take the next step — email us today at Info@estate-registry.com to learn how to integrate The Estate Registry into your participant offerings and strengthen your plan’s value.