August is National Make a Will Month—the perfect opportunity to encourage your clients and employees to protect their loved ones and their legacy.

The individuals and families you serve have worked hard to build a life for themselves and their loved ones. A Will helps ensure their wishes are honored and their assets are distributed according to their intentions. Without one, important decisions about their estate may be left to state laws and the probate process.

The good news? Creating a Will is easier than many people realize — and it's already included with a LegalShield® plan.

Did You Know?

• Will preparation and updates to an existing Will are included with a LegalShield membership.

• A LegalShield membership also includes additional estate planning documents, such as codicils and physician's directives (living wills).

• Life changes—marriage, children, homeownership, or retirement—are all good reasons to review or create a Will.

To help your employees and clients get organized, we've created and sent to them three complimentary estate planning resources.  These tools can help them start important conversations, organize critical information, and create a plan that reflects their wishes: 

• Estate Planning Guide

• Family Document Master Sheet

• Family Sibling Conflict Guide