Providing Families with the Help they Need

Loss brings more than just emotional grief, it creates overwhelming logistical and legal burdens that can last for months or even years.

Families need guidance, support, and tools to navigate estate matters, financial accounts, and final wishes. By offering a comprehensive solution, you can provide real value to beneficiaries while building lasting relationships that extend across generations.

The Real Impact of Loss on Families

12+ months – The average time it takes families to finalise estate matters, often requiring 15-20 hours of work per week.

76% of bereaved – Say they struggle with legal and administrative responsibilities after a loved one passes.

49% feel their work suffered – Report their work performance suffered due to grief and estate-related tasks.

95% of beneficiaries do not remain engaged - with the insurer or service provider after settling a claim—missing a critical opportunity for continued support and retention.

via: EstateExec.com