Digital Estate Planning For Our Healthcare Heroes

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Brokers and Employers

The global pandemic is putting us all in uncharted territory – even more so for you and your colleagues on the front lines. We know you are balancing a lot, from being on the front line in your community to taking care of your own family, and we want to extend our thanks.

With gratitude, we are here to help.

We care about your peace of mind, and that’s why we are giving you tools to help you make a plan to address your estate planning needs. You can get the legal documents you need – at no cost to you. This service will be offered from May 4 through June 30, 2020.

The process is as simple as answering a few questions, and can be finished in as little as 15 minutes.

You can create the following documents online:

  • Advance Healthcare Directive1 Make decisions about your own medical care and/or appoint someone to make decisions on your behalf.
  • Power of Attorney – Delegate someone you trust to manage your financial affairs.
  • Estate Planning Documents (Last Will and Testament) – Choose who should receive your assets and name guardians for minor children.

You will then be able to print and sign your documents following the instructions provided online. If you need to notarize your documents, notaries are available at most hospitals or you can get access to one at most banks and UPS stores.

Here are a few tips on how to get started:

  • Click “Get started” to create your own account using your email, your employer’s name, and a passcode you create (must contain 7 characters with at least 1 number and 1 letter)
  • Once your documents are created, make sure to print and sign your documents following the instructions provided with them.
  • If you need to notarize your documents, notaries are available at most hospitals or you can get access to one at most banks and UPS stores.

Get started now. This offer will end on June 30, 2020.

1 Healthcare Proxy not available in Oregon.