Legacy Planning: An Employee Benefit for All Generations

A colorful illustration showing a house connected to a pink tree root, with a blue bird holding a paper labeled 'Trust' perched above. Inside the house, there is a violin, a piggy bank, jewelry, and books. A framed photo of the bird and piggy bank is on the wall, and a string of beads and coins are on a shelf near the window.

Empower Your Team

You understand the importance of offering comprehensive benefits that support your employees’ well-being. 90% of employees want more financially enabling benefits. Give them the tools to get ahead and leave a lasting impact with Legado.

How It Works

Packages & Pricing

Basic Package

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Ideal for those without real estate or dependents, our essential package has all the basics you need to ensure that your medical, emotional, and legal wishes are documented. This package does not avoid probate though.

Overview

✅ Basic Will

✅ Health Care Proxy & Living Will

✅ End-of-Life Celebration Wishes

❌ Real Estate or Dependents

❌ Probate Fees

Highlights

Complete Package

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Best for those with real estate or dependents since it includes everything in the Basic Package as well as a Revocable Living Trust. This package will help you avoid probate.

Overview

Package Specifics
Package Specifics

✅ Revocable Living Trust

✅ Pet Trust

✅ Digital Details Overview

✅ Implementation Guide

✅ Avoid Probate

Highlights

Legacy Planning by the Numbers

  • 10 Months

    81% of employees who handled a loss reported their work was impacted for 10 months.

  • 504 hours

    Settling an estate takes an average of 18 months (even with a Will) and around 7 hours of work each week totaling to over 500 hours.

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  • 87%

    With 87% of workers not receiving estate planning benefits and 72% of them saying they would use them if they had them, the opportunity is clear.

Interested or need custom rates?

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