Estate planning &
settlement resources

Discover the truth behind common estate planning myths and learn why estate planning is essential for everyone, not just the wealthy. Understand key tools like wills, trusts, and powers of attorney, and how they help protect your assets and loved ones.

Learn how estate settling impacts employee wellbeing and contributes to burnout. Discover key strategies businesses can implement to support employees and foster a more empathetic workplace

The International Day for the Elderly celebrates the invaluable contributions of older adults and raises awareness of the issues they face. Learn how cultures worldwide honor their elders and discover ways to support senior well-being year-round.

Enhance your employee benefits package with estate planning services, boosting satisfaction, retention, and productivity. Learn how offering estate planning can protect assets, ensure family harmony, and show employees you care about their long-term well-being.

Learn how to navigate the complexities of estate planning for blended families with thoughtful strategies that balance competing interests, minimize conflicts, and ensure fair asset distribution for all family members.

Discover the five essential estate planning documents that everyone should have to protect their assets, provide for loved ones, and ensure their final wishes are respected. Learn how a Last Will, Living Trust, Durable Power of Attorney, Advance Healthcare Directive, and Letter of Intent can offer peace of mind and streamline the estate planning process."

Just married? Learn essential steps to update your estate plan and protect your future together.

Understand the serious consequences of dying without a will or trust, and what it means for your loved ones and assets.

Learn the key steps to take when you're named in a will or trust, ensuring you fulfill your responsibilities effectively.

Announcing a death isn’t easy, but careful consideration is imperative. Here’s everything you need to know about announcing a death in person and online.

Explore estate planning basics: steps, costs, and must-have documents. Secure your legacy and protect your loved ones. Start planning today.

Discover the critical importance of outlining your final wishes to ensure your legacy is honored and reduce stress for your loved ones.

Understand why loss benefits deserve equal attention as fertility benefits, ensuring comprehensive support for employees at all life stages.

Learn how to create a supportive workplace for employees dealing with grief, promoting empathy and resilience in your team.

Essential insights for employers on what to do when an employee dies, from legal obligations to supporting the grieving team.

Explore the crucial link between company culture and bereavement policy to foster a supportive and compassionate workplace.

Learn how inclusive bereavement policies can enhance workplace DEI, supporting all employees through their grief journey.

Explore top strategies for balancing executor duties with a full-time job, ensuring effective estate management without compromising your career.

Discover essential estate planning tips to protect your assets, ensure your wishes are honored, and provide peace of mind for your loved ones.

EAPs fall short in addressing bereavement care needs, as they often lack specialized, long-term support for grieving individuals.

Confused about whether to choose a will or a trust? Discover the key differences, benefits, and which option suits your estate planning needs best in our comprehensive guide.

Learn how to design effective employee wellness programs that improve health, productivity, and workplace satisfaction. Discover practical tips and success stories.

Learn how to implement effective employee mental health support in the workplace. Discover strategies to foster a healthier, more productive work environment.

Discover what happens to medical bills when a loved one dies. This family guide covers legal responsibilities, financial implications, and steps to manage medical debt after death.