What if one of the most meaningful benefits your employer offers could protect the people you love most, no matter what may happen in the future? Although perks like health insurance and retirement savings are staples of employee benefits, many companies are starting to offer something even more impactful: estate planning tools that help you create a will and other essential legal documents.
Estate planning isn’t just for the elderly or the wealthy. It’s for any family who wants peace of mind and control over their legacy. By taking advantage of employee benefits that include estate planning services like those provided by Gentreo, you can finally take this all-important step without breaking the bank or feeling overwhelmed by the whole legal process.
Why Add Estate Planning as an Employee Benefit?
Employees increasingly realize that financial wellness goes beyond 401(k)s and health coverage. A modern benefits package that includes estate planning can help employees make sure that their children are cared for by the right people, define how their assets should be distributed, and assign trusted individuals to make health and finance decisions if they can’t.
What Documents Can You Create With Gentreo’s Estate Planning Platform?
With Gentreo’s estate planning service, you can create an entire collection of important legal documents that protect your family’s future, including:
- Last Will and Testament – This document specifies how your assets and belongings are distributed after your death. Without it, state laws may decide for you.
- Living Trust – A living trust can help your loved ones avoid probate, which in turn minimizes delays, stress, and legal costs.
- Power of Attorney – These documents appoint trusted agents to handle finances or healthcare decisions in the event that you’re incapacitated.
- Pet Power of Attorney – Even your pets can be protected with legally enforceable care instructions.
- Health Care Proxy – This allows someone you designate to make medical decisions if you’re incapacitated.
How Employee Benefits Make it Easier Than Ever to Create a Will
Creating a will feels overwhelming, which is where platforms like Gentreo can help. With Gentreo, you can create a will and other planning documents online, without the need of a lawyer. The easy-to-use, step-by-step interface walks you through the whole process, start to finish.
Over the years, your life will change. Marriage, childbirth, a new home – these major milestones shift your priorities and what’s important to you. Gentreo lets you update your documents at any time for any reason, making sure that your will stays accurate even as your circumstances or situation changes.
You can also store, organize and share your will and other documents securely through Gentreo’s Digital Family Vault. This way, your family and loved ones can access important documents when they need it.
Plus, Gentreo integrates easily with other employee benefits, such as retirement accounts or life insurance. With the right estate planning tools, for example, you can designate beneficiaries and make sure that everything is in line with your final wishes.
How to Use Your Employee Benefits to Create Your Will
To demonstrate just how easy the process can be, here’s how you can use your benefits to build a legal will through Gentreo that protects your loved ones.
First, see what estate planning benefit, if any, is in your benefits package. Check with your HR department or benefits portal to see if your employer includes access to Gentreo. Oftentimes this is located under financial wellness programs.
Once your access is activated, you can then create a profile through Gentreo’s online tools. You’ll fill in relevant personal and family details. Then, the platform walks you through a questionnaire that covers everything from beneficiaries to guardianship decisions. Once you’re done, review your will carefully and follow your state’s specific requirements for signing. Then simply upload it to the Digital Family Vault, and you’re all set!
Need to update your documents or double-check something? You can access them through Gentreo whenever you want. You can also share them securely with family members.
Don’t Put Off Estate Planning – It Could Cost Your Family More Than You Think
Estate planning is often seen as one of those things that you’ll “get to later.” This is especially true if you’ve just hit a major life milestone like getting married or having a child. Many people put off creating a will or designating a power of attorney, thinking it’s something they’ll have to worry about in the future, not now.
But delaying estate planning could cause delays and even put your family at risk. Without a will or state plan in place, state laws determine what will happen to your assets and your finances. In some cases, the state can even make guardianship decisions for minor children.
These issues can in turn lead to long probate processes, unexpected legal costs and added uncertainty for your family during a time where already difficult decisions have to be made. Estate planning doesn’t mean you have to dredge up worst-case scenarios. Instead, you’re taking proactive steps to be prepared for the unfortunate and the unexpected.
By using employee benefits that make will creation easy and accessible, you sidestep one of the biggest pitfalls to estate planning: getting started. The sooner you have a plan in place, the sooner your family can be protected according to your wishes.
There’s No Better Time to Start Than Right Now
Now is the time to take advantage of your employee benefits and use Gentreo to give yourself and your loved ones peace of mind. The best part is, you can start creating all of your legally-binding digital documents with Gentreo for just a low, one-time fee. Access your employee benefits and start creating your will or other key documents now through your work portal or by following your HR department’s guidance. Don’t wait until life’s uncertainty forces your family to act without support or direction. Get started today!
TLDR
Many employers now offer estate planning tools as part of their employee benefits, making it easier than ever to create a will and protect your family. Platforms like Gentreo allow employees to build essential legal documents online, including wills, trusts, powers of attorney, and healthcare directives, without hiring a lawyer. These tools guide users step by step, help keep documents up to date as life changes, and store everything securely for easy access. Estate planning is not just for older or wealthy individuals. It helps ensure your assets are distributed according to your wishes and that trusted people can make decisions if you cannot. Using an employer-sponsored benefit removes cost and complexity barriers, allowing families to gain peace of mind and avoid unnecessary legal stress. Starting early ensures your loved ones are protected when it matters most.
