LEGAL ASSESSMENT
Completing wellbeing
My Legal Checkup
What is it?
My Legal Checkup is a new core benefit that enhances your organisations employee benefit package and compliments your ‘death in service’ benefit.
Why?
It is estimated that over 65% of employees between the ages of 25 and 55 have no legal provision. Why?, because most people are unaware that they and their families could be vulnerable.
How it works
Subscribe and get your
own My Legal Checkup
A dedicated version of the checkup is created in your organisations livery and offered
to your employees.
Employees engage with
your branded legal checkup
It takes 3 minutes for employees to complete seven questions about their personal situation, watch relevant video content and become informed about the security legal provision provides.
They access their legal
health check report
The report is presented on screen and will provide a full assessment of their preventative legal needs including wills, probate, powers of attorney, co-habitation and more.
Suitability and connectivity
provide a ‘call to action’
The report offers advice regarding
the suitability of various options
and connections are available to
legal providers.
Benefits to the employee
Awareness
Most people have little idea of the life changing consequences should the unexpected happen. For example, relationship breakdown, loss of mental capacity, disability through accident and sadly death. Completing a checkup brings knowledge of any consequential risk to the employee and their family.
Suitability
Once an employee is aware of any need for legal provision they need to know the best way forward. Depending on an individuals circumstances there may be various options to consider: self completion online, legal professional or a solicitor Many people also think that legal matters are complex and expensive and defer taking action, leaving themselves vulnerable. My Legal Checkup enables them to find the most suitable option for them.
Connectivity
Having been made aware and given guidance as
to suitability, the next challenge for an employee is
who to approach. We have made the job simple by providing direct links to the Law Society’s ‘find a solicitor’, the Society of Will Writers equivalent for
legal professionals and some links to self
- completion providers.
Additional benefits
Estate administration
In support of HR departments, an estate
administration assessment is provided to
the surviving spouse or partner
on the death of an employee.
Annual reminders
Annual reminders prompt the checkup’s
availability and should ensure that employee’s
affairs are up to date.
Benefits to the employer
My Legal Checkup brings enhanced:
benefits package
employee wellbeing
social responsibility