Decisions documented
Employees can name decision-makers, beneficiaries, guardians, and healthcare agents before a crisis.
Benefits can help employees build wealth and insure their lives. Legacy Shield helps them document who should act, what should happen, and where important information can be found.
Employee experience
“An estate plan is an act of love and protection. Employers can make that first step easier.”— Dr. Raymond E. Johnson, III, Founder
The workforce gap
Life insurance and retirement plans are important. Estate documents and organized information help those benefits reach the right people with clearer instructions.
Employees can name decision-makers, beneficiaries, guardians, and healthcare agents before a crisis.
A private vault brings key assets, documents, credentials, and legacy materials into one organized place.
Clear plans and execution guidance reduce uncertainty for the people an employee cares about most.
| Employee need | Traditional benefit support | With Legacy Shield |
|---|---|---|
| Family protection | Insurance can provide funds. | Estate documents record who should act and receive property. |
| Medical incapacity | Health coverage addresses eligible care. | Directives and powers document decision-making preferences. |
| Digital life | Often outside traditional programs. | Private organization for accounts, documents, and credentials. |
Workforce impact estimator
Adjust your workforce and anticipated participation. This is a planning estimate, not a financial projection or guarantee.
Illustrative annual reach
potential participating employees
planning assumption
Flexible benefit structures
Offer a company-specific voluntary benefit or sponsor access for eligible employees and households.
Give employees a private enrollment page with company-specific terms and direct plan selection.
Sponsor guided core estate documents and digital organization for eligible employees.
Expand the benefit to comprehensive trust planning and eligible household members.
The employee experience
Explore the planning tools employees can use in their private accounts.
Foundation planning
Guided questions help employees document executors, beneficiaries, personal property wishes, and primary and backup guardians for minor children.
Employees move from unanswered questions to a structured plan they can review and execute.
Privacy by design
Legacy Shield keeps employer administration separate from personal planning. Employers can understand aggregate adoption without viewing employee documents, answers, assets, credentials, or beneficiaries.
Turnkey rollout
Choose voluntary or sponsored access and define eligibility.
Receive a company link, code, and employee-ready communication.
Share during enrollment, onboarding, or a wellness campaign.
Use aggregate reporting to understand participation without personal data.
See the starting copy your team can adapt for open enrollment.
Executive action center
Share a few details to create a review summary. We’ll save your request and follow up with customized program information.
Questions from business leaders
Employers can sponsor access or offer a voluntary benefit with a custom company enrollment link. Employees create private accounts and complete their own plans online.
No. Legacy Shield can provide a company enrollment page and code without eligibility files, claims administration, or access to employee documents.
Employers can receive aggregate enrollment and adoption information. Personal estate-plan answers, documents, beneficiaries, credentials, and vault contents remain private to the employee.
Documents created by an employee remain in that employee’s personal account. Any continued service access depends on the plan and employer arrangement in place.