For HR & benefits teams

The benefit your employees want — and almost none of them have.

Two in three U.S. adults have no will. LegacyShield AI gives your workforce a complete, state-aware estate plan — will, trust, powers of attorney, healthcare directives, and a secure digital vault — in about an hour, with no administrative burden on your team.

2 in 3
U.S. adults have no will
~1 hour
to complete a full plan online
$0
administrative cost to your HR team

Why HR teams are adding it

A benefit people actually use

Estate planning touches every employee — new parents, caregivers, homeowners, and anyone nearing retirement. It is the rare perk that gets opened on day one.

Protects your people at the worst moment

When an employee dies or is incapacitated, families without documents face months of probate. A finished plan keeps their household running.

Zero administrative lift

No payroll integration, no claims, no eligibility files. We provide a landing page and access codes — your team just shares the link.

Differentiates your offer

Almost no employer in your market offers guided estate planning. It signals that you look after employees and their families, not just their salary.

How it works

  1. 1

    We set up your company link

    You get a private enrollment link and a short benefit description you can drop into your benefits guide, intranet, or onboarding email.

  2. 2

    Employees create their plan online

    Guided, state-aware questions produce a will, revocable trust, financial power of attorney, healthcare directives, and a digital vault — in about an hour.

  3. 3

    Signing and notarization handled

    Every plan ships with state-specific signing and witness instructions, plus access to our notary network when a document must be notarized.

  4. 4

    You get a simple usage summary

    Anonymous adoption reporting so you can show leadership the benefit is being used — no personal or document data ever leaves the employee's account.

What each employee receives

A complete, attorney-informed plan built around their state's requirements — not a blank template. Everything stays in their own private account.

  • Last will and testament
  • Revocable living trust
  • Financial power of attorney
  • Healthcare directive & living will
  • HIPAA authorization
  • Guardianship designations for minors
  • Digital vault for documents & credentials
  • Trusted contact and family sharing
  • State-specific signing instructions
  • Annual review reminders

Book a 15-minute intro

Tell us about your team and we'll send pricing, a sample employee landing page, and a few times to talk. Usually a same-day reply.

We only use your details to respond to this request. Prefer email? Write to info@legacyshieldai.com.

Secure your legacy. Shield your family.