
A dedicated version of the checkup is created in your organisations livery and offered
to your employees.

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.

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.

The report offers advice regarding
the suitability of various options
and connections are available to
legal providers.

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.

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, a 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.

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 a some links to self completion providers.
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 prompt the checkup’s
availability and should ensure that employee’s
affairs are up to date.

By adding legal wellbeing to your employee benefits package you are
enhancing your social responsibility to your current and future employees.