Beyond Benefits

October 2022

Three ways estate planning can level-up your employee benefits offering

Attracting and retaining quality talent is top-of-mind for employers nowadays. Offering a great benefits package to your employees and their families is a key way to ensure your company is able to recruit and retain the best talent out there. While some employers offer their teams fun perks like gym memberships or subsidized phone plans, it’s important to think about benefits your employees and their families need; affordable and accessible tools that assist them in all aspects of health and wellness, including financial wellness.

If you haven’t already, consider providing estate planning solutions as a financial wellness benefit to help your organization stand out in the ongoing talent war. Here are three reasons why wills and estate planning should be a key component of your employee benefits offering.

1. Everyone needs a will and estate plan

Every adult should have a legal will. Despite the importance of this document, it’s commonly overlooked – with over 57% of Canadians who don’t have an up-to-date will. To put it simply, your will (or last will and testament) is a legal document that outlines your wishes after you pass away. This includes how you want to distribute your assets, such as property or money, and also outlines key roles like executors and guardians for minor children. Offering your employees this often forgotten financial need is a great way to show them you care. 

2. It adds some spice to your employee benefits package

Having a diverse and robust employee benefits offering can help attract and retain top talent. Most employers offer health and dental benefits, however, offering access to affordable and accessible financial tools can help your benefits offering stand out from other employers. Round out your benefits offerings with a convenient estate planning solution, like Willful, and help your employees get one step closer to their financial goals.

3. It gives your team financial peace of mind

Financial stress is closely connected to an employee's physical and mental well-being. And while employees are prioritizing financial planning, they’re often missing a key component: estate planning.

A will serves as a blueprint for loved ones. Not only does it help alleviate stress by navigating the important decisions they’ll have to make during a difficult time, but it also offers peace of mind to your employees as they are assured their family and loved ones are protected. Providing estate planning solutions can help ease the burden of financial stress by providing peace of mind for your employees and their families.

Help your team check ‘get a will’ off their to-do list with Willful

Willful is an online estate planning platform helping Canadians make their legal will in a few simple steps. With comprehensive documents created in partnership with lawyers in each province, you can create your last will and testament and power of attorney documents in 20 minutes or less. 

Every plan includes free, unlimited updates, and best-in-class support from estate-planning experts via live chat, email, and phone.

Offer financial peace of mind to your employees and their families by helping them check “get a will” off their list. Humi clients get an exclusive discount on any Willful plan through the Humi Marketplace. 

For more educational resources or to set up an estate planning webinar for your team, connect with the Willful team today. 

Want to learn more about wills? Willful answers some of the top questions Canadians have about creating a will:

Want to speak with someone directly? 

We’re here for you. Reach out to us at for additional assistance.

Beyond Benefits
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