Estate Planning, Delivered as a Benefit to Your Workforce.
More than six in ten adults have no will or estate plan. Legacy Income Advisors is the benefits administrator that brings estate planning to your employees as a voluntary benefit, designed and run for you, powered by Wealth.com.
One of the Most Wanted Benefits Most Employers Still Do Not Offer.
Estate planning has quietly become a top-requested workplace benefit. Modern technology finally makes it simple to deliver to thousands of people at once, with real support the whole way.
Protects the Whole Family
A will, a living trust, financial power of attorney, a healthcare directive that includes HIPAA authorization, and a secure digital vault. The benefit covers the employee and the people they care about most.
High Perceived Value
One of the most wanted and least offered benefits in the country. Meaningful, personal, and immediately useful for employees at every stage of life.
Supports Financial Wellness and Retention
Estate planning is a quiet driver of financial confidence. Offering it signals that you take care of your people in ways most employers still do not.
Light Lift for Your Team
We drive enrollment and report participation. Your benefits team does not have to manage day-to-day logistics or content.
A Complete Estate Plan. Built Online. With Real Support.
Employees build a full plan at their own pace, typically in a single sitting. Documents are built on attorney-reviewed frameworks and valid in all 50 states.
Last Will & Testament
A clear, legally sound will reflecting their wishes.
Living Trust
Privacy, control, and smoother asset transfer for loved ones.
Financial Power of Attorney
Trusted decision-makers when life gets complicated.
Healthcare Directive
Documents medical wishes and names someone to speak for you when you cannot, including the HIPAA authorization so they can access your medical information.
Secure Digital Vault
A single place to store and share documents securely.
We Deliver Adoption, Not Just Access.
Anyone can hand out a software login. A benefit only works if employees actually use it. We design, drive, and prove participation so the program produces real outcomes for your people.
Adoption
- A thoughtful rollout plan built around your culture
- Communications and enrollment campaigns we run for you
- Live support and education for employees who need it
- Ongoing participation monitoring and re-engagement
- Clear reporting back to HR on usage and outcomes
Access Only
- Send out a login link
- Hope people remember to use it
- No reporting, no follow-through
- Adoption stalls within weeks
Enterprise-Grade Technology, Personal Attention on Every Employee.
Legacy is built to be responsive, accountable, and fast. The heavy lifting is handled by Wealth.com, the country's top-rated digital estate planning platform. Employers get the responsiveness of a focused partner with the muscle of an enterprise platform behind it.
A Smooth Launch. A Real Program. Ongoing Results.
Four phases, run by us, designed so your team stays light on effort while employees see a real, well-supported benefit.
Scoping & Design
We learn your workforce, your benefits calendar, and your goals. We design a program that fits, including employer-paid, employee-paid, or voluntary payroll-based options.
Launch & Enrollment
We build the communications, set up the enrollment flow, and roll the benefit out alongside your existing programs. Employees know exactly what it is, who it is for, and how to start.
Adoption & Support
Employees move through the Wealth.com platform at their own pace. Live support is available throughout. We re-engage employees who start but do not finish.
Reporting & Renewal
HR receives clear reporting on participation, completion, and engagement. We refine and renew the program so adoption keeps growing year over year.
Built for HR to Offer. Built for Employees to Use.
The three-role structure is what keeps the roles clearly separated and the program easy to offer at scale. Employers stay focused on sponsoring the benefit. We handle the rest.
Clear Roles, Clean Structure
Legacy administers the program. Wealth.com provides the platform and supports employees directly. Employees make their own decisions using guidance built into the platform.
The Employer Stays in the Sponsor Role
The structure of the program keeps the employer cleanly in the sponsor role. You offer the benefit, Wealth.com provides the platform, and Legacy runs the program. Your own counsel can review the program structure, and we're glad to walk them through it.
Affordable, Flexible Funding
Employer-paid, employee-paid, and voluntary payroll-based options. We will walk you through value and structure in a quick conversation. Pricing details available on request.
Real Reporting for HR
You see participation, completion rates, and engagement trends, packaged in clear reports your benefits team can share with leadership.
Bring Estate Planning to Your Team.
A quick conversation is all it takes to see how the program would fit your workforce, your benefits calendar, and your goals.
Pricing and per-employee options available on request. No obligation.