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Company-Sponsored Estate Planning for Builders and Tradesmen
Construction workers and tradesmen take risks every day when on the job, yet fewer than 30% of them have signed a will. Help your workers get their house in order by sponsoring a company-wide estate planning initiative. Lighthouse will send a lawyer to meet with your staff on-site to get wills and related documents prepared.
The Right Value
Getting a will prepared can be difficult. Some law firms push complex, expensive plans on all clients, and some firms push cheap, one-size-fits-all forms with little or no client interaction. We value relationships more than transactions. Lighthouse planners meet with each individual or family to understand their estate and customize their plan while maintaining affordability.
A New Corporate Benefit to Recruit and Retain
After the pandemic, recruiting and retention became one of the biggest challenges facing business owners. Offering your employees the opportunity to have wills prepared is a unique and differentiating company benefit that can distinguish you from your competitors.
Reaching All Audiences
Most estate planners focus on high-net-worth clients that require complex plans in order to make the outdated billable-hour model profitable. Lighthouse is innovating the way estate planning is provided, and we strive to provide value-based flat fee pricing. As a result, our model makes quality estate planning accessible to everyone.
Eliminate "Lawyerphobia"
We often find out from clients that they delayed setting up an estate plan because they were afraid of lawyers. Company-sponsored planning eliminates the challenge each employee faces in finding an attorney that is competent and trustworthy.
What Our Clients Say
U.S. Electrical Corporation
"When US Electrical invited Lighthouse to provide company-wide estate planning, the response from our workforce was overwhelmingly positive. Everyone was educated on the streamlined process with an introductory presentation, and then had the opportunity to sign up for on-site meetings. Everyone who participated expressed deep gratitude that something they had neglected for so long was finally done, and done well."