Planning ahead, so loved ones aren't left guessing
Make estate planning simple to start and easy to finish, with attorney-built documents and expert support.
Attorney-built documents, no lawyer requiredEstate planning documents created through a guided flow and legally valid once notarized.
Guidance that makes planning accessibleVideos and in-line explanations walk people through each step, so planning never feels like homework.
Addressing the emotional challenges of planningAI-driven tools to prepare for hard conversations and work through emotional blockers.
A secure place for everything that mattersA vault for anything from personal letters to legal documents, centralized in one place for loved ones.
Map every asset to simplify estate settlementMaking it easier for people to identify and locate all assets that were owned by their loved one.
“We have a mission to provide financial security for as many people as we can. Partnering with Empathy allows us to expand that mission.”
1/2+
of adults don't have a will - the gap planning ahead closes. (Caring.com 2025 Wills and Estate Planning Study).
50%
of consumers say digital estate planning would make them more likely to keep their policy active.
49%
say it would increase their openness to additional products from their insurer.
Turn every moment into a loyalty moment
Policyholders & their loved ones
Peace of mind now, clarity for loved ones later
Planning ahead is one of the most caring things a person can do, and one of the easiest to keep putting off. Empathy makes it simple: attorney-built documents through a guided experience, support for the emotional weight of it, and one secure place that holds everything, so the people left behind aren't left guessing.
Financial professionals
From a single touchpoint to a steady cadence
Empathy surfaces many reasons to interact with clients throughout their lives. Most meaningful moments present an opportunity to update an estate plan, and with the right context, can be leveraged by agents and advisors to restart a conversation. This helps turn a dormant relationship into recurring, trackable engagement.
Carriers & wealth firms
Turn a policy into a relationship that lasts
For most of its life, a policy sits quietly between the day it's purchased and the day it's needed - a promise with little to show for it in between. Estate planning changes that from day one, giving policyholders something they can use and return to as life unfolds.
Frequently asked questions
No. The experience guides people through creating attorney-built documents that are legally valid once notarized, with no legal background required. People with complex estates can still bring in a professional, but most won't need to.
A will, funeral directive, revocable living trust, power of attorney, and more. All documents were built with local legal experts so they're valid and compliant in the regions we serve, and legally valid once notarized.
It goes beyond generating a document. Empathy guides people through the process, helps with the emotional side that stops most people from starting, and organizes everything into one secure source of truth for loved ones. And it is all delivered through a relationship they already trust, and connected to real support at the moment it's ever needed.