A new employee benefit

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

  1. 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