For employers and owners
Give your people a plan they finish this month.
Documents written by a Florida attorney who has stood in court and settled estates after the fact. Set up for a payroll instead of a household.
- Nothing for HR to administer
- Your team finishes online, on their own time
- One contact for the whole organisation
- Owner planning handled separately
Planning for yourself rather than a team? See the family view.
For employers and owners
Pick the one that matches your payroll.
The same documents, written by an attorney whose practice runs from the courtroom to probate court. Nobody has to take a day off.
A benefit for your staff
Put attorney-written wills and powers of attorney in reach of everyone on payroll, at your organisation's rate.
- They enrol with a code and finish online
- Nothing for HR to file
- You see a completion count, never anyone's documents
A group or department rate
For unions, associations, departments and franchise groups. A members' rate instead of a payroll benefit.
- Members apply and name the group
- No cost to the organisation
- Stacks with our service-role discounts
Your own plan as an owner
Decide now where the business goes, who can sign, and what your family is left holding.
- Will, trust options and durable power of attorney
- Someone who can keep payroll moving if you cannot
- Partners, buy-sell and succession, with the attorney
A year from now.
Same budget line. Pick the one you need.
With a benefits-portal PDF
A link nobody opened, and no idea whether a single person on your payroll has a will.
With a program
Your people finish real documents online, signed, witnessed and notarized where state law allows. You have the count to prove it.
How a program runs.
Only the first two involve you. Start it this week and your team is signing next.
Talk about a program for our team- 1
Tell us the shape of it
Headcount, roles, and whether this is a staff benefit or your own owner plan.
- 2
We confirm the terms
What is included and what it costs, in writing, before anything is announced.
- 3
Your team gets a code
One link, one code. No enrolment window.
- 4
They finish it online
Plain questions, drafted documents, signed and notarized online where state law allows.
- 5
You see the count
How many people finished, never what anyone's documents say.
- 6
It stays open
New hires use the same code. No renewal date to chase.
What an owner needs to settle.
Four questions that decide what happens to your business, and your people, if you are not there to answer them. Start with whichever one you cannot answer yet.