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Modernize Your Benefits with Smart Estate Planning

Employees look to you for more than just benefits—they’re counting on you to help protect their future. Strengthen trust, boost engagement, and set your organization apart with our modern estate planning benefit.Book a DemoSOC 2 Compliant to keep your private matters, private.
Most Employees Don’t Have an Estate Plan—You Can Change That.
81%VALUABLE BENEFITSay estate planning would be a valuable part of their employee benefits package
73%ATTRACT NEW TALENTEmployees are more likely to take a job that offers estate planning benefits
82%DRIVE LOYALTYSay estate planning is as important as retirement planning or life insurance
2/3MAKE AN IMPACTEstate plans are missing from most employees' financial wellness plan

SOLUTION OVERVIEW

Complete Estate Planning
for Peace of Mind

Our comprehensive estate planning service provides your employees
with everything they need for benefits with impact.

  • Essential Legal Documents: Legally-binding wills, living trusts, power of attorney, and directives for healthcare, pets and final wishes.

  • Digital Legacy Protection: Secure digital vault for passwords, photos, and important documents

  • Family Coverage: Protection that extends to family members

  • Lifetime Updates: Documents that evolve with every life stage

BUSINESS IMPACT

Turn Life Moments into Engagement Opportunities

Support your employees through life’s biggest milestones. Our estate planning service creates meaningful opportunities to engage with your workforce during key life events—from getting married and buying a home to starting a family or preparing for retirement. By providing tools for protection during these moments, you deepen employee trust, loyalty, and satisfaction while promoting financial wellness and security.

HOW IT WORKS

Instant Implementation
for Immediate Impact

Our plug-and-play solution allows you to offer estate planning services right away—no technical integration needed. Whether you choose voluntary benefits, revenue sharing, or employer-sponsored coverage for your workforce, our intuitive, guided platform ensures a smooth experience. Add immediate value to your benefits package while streamlining your process and enhancing employee support.

Resources

Learn how GoodTrust helps you
grow, connect, and stand out.

Complete the Picture: Estate Planning for Today’s Financial Advisors
Complete the Picture: Estate Planning for Today’s Financial Advisors
Read article
The Future of Benefits: How Estate Planning is Changing the Game
The Future of Benefits: How Estate Planning is Changing the Game
Read article
How Employee Benefits Impact Your Bottom Line
How Employee Benefits Impact Your Bottom Line
Read article
Read all articles

ELEVATE YOUR BUSINESS TO NEW HEIGHTS

Join the Leading Employers Protecting Their Teams
with GoodTrust

Enhance your benefits package with modern estate planning solutions. Strengthen employee trust, improve satisfaction, and provide peace of mind by helping your team secure their future with GoodTrust.

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