Giving mom the gift of a comfortable retirement

The Resource – August 2023

LegalShield Provides the Estate Planning Services Employees Need

August is National Make a Will Month and serves as a reminder for all of us of the importance of having a will. LegalShield recently conducted a survey that uncovered some surprising truths:

  • Will preparation evokes overwhelmingly positive emotions. Survey respondents expressed feelings of peace (40%), confidence (37%), and empowerment (26%) when contemplating the creation of their Will. 
  • Despite these positive sentiments, a mere 41% of the general population currently possesses a Will.
  • The majority of those surveyed don’t know where to begin (39%) and plan to create a will or trust when they’re older (35%). Factors like cost (14%) or needing a lawyer (22%) play a strong role as well.
  • Yet, 49% of employees feel their employer should offer legal services.

This is precisely where LegalShield can help. We offer your clients the opportunity to provide their employees direct access to a dedicated provider law firm who will assist with personal legal matters such as will preparation.

When you consider the value that a will provides to an employee and their family, there is no question of the need for employers to offer a legal plan that includes will preparation. However, not all legal plans are created equal. 

One of the many great benefits of LegalShield is that will preparation is included in the plan and can easily be prepared using the LegalShield mobile app. Wills are prepared and mailed to the participant within five business days of receiving all information.

To help employers educate employees on the importance of preparing their will and using their LegalShield benefit, we also offer virtual will workshops hosted by a LegalShield provider lawyer and supporting educational content including a video on the basics of estate planning and a new estate planning guide.

Read the press release for more information on the survey findings. For more information on LegalShield, please Contact Cheryl.

Choose IDShield for Full Protection and Restoration

In addition to providing 360-degree protection, including online privacy, reputation and device protection, IDShield provides full-service identity restoration that is completed by licensed private investigators. 

In the event of an identity theft incident, IDShield plan participants are assigned a dedicated licensed private investigator who will work on the participant’s behalf to restore their identity back to its pre-theft status, guaranteed. Due to their experience and training our team of professionals resolve on average 96% of identity theft matters in 2 hours. The remaining matters taking only 24 days.

IDShield’s Licensed Private Investigators (LPI) are experienced in many types of identity theft and are all U.S. based with credentials that matter. 

IDShield’s LPIs have the following credentials:

  • Certified Credit Report Reviewer (CCR)
  • Certified Credit Scoring Specialist (CCSS)
  • Fair Credit Reporting Act Certified (FCRA)
  • Certified Identity Theft Risk Management Specialist (CITRMS)

Over the years IDShield has been recognized by U.S. News and World Report, Forbe’s Advisor, and most recently Cyber Defense Magazine and the 2023 Cybersecurity Excellence Awards. IDShield has an NPS of 91 and IDShield’s Licensed Private Investigators are in-house and licensed in the state of Oklahoma.

To learn more about IDShield and our full-service identity restoration process, please contact Cheryl.

5 Tips for Closing Benefits Communication Gaps

Did you know, 52% of employees said they do not feel they receive enough communication regarding their benefits? LegalShield was recently featured in a SHRM’s article on how to improve the benefit communication gap between employers and employees. In a recent LegalShield study it was found that 47 percent of those surveyed didn’t know enough about each voluntary benefit to make an informed enrollment decision. However, the majority of employees (81%) would welcome more information about their company-sponsored benefits throughout the year. This is a great opportunity!

The top five requests LegalShield’s Provide Law Firms receive from plan participants fall into five main areas of law. Some common examples LegalShield plan participants experience include estate planning needs such as Will preparation, billing disputes, adoption, refinancing of a home, and legal assistance with speeding tickets.

Tips for Closing Benefits Communication Gaps:

  1. Use different messaging and channels for different cohorts.
  2. Use the entire calendar year to educate people in very small, specific ways.
  3. Be attuned to and communicate with employees during major life events. 
  4. Consider the role that employee resource groups (ergs) might play.
  5. Pay attention to timing, (employee) costs and decision support tools.

HR and benefits leaders should strive to provide information far enough in advance of open enrollment to give employees time to digest and understand it, but not so far in advance that they can’t do anything with the information. 

As part of LegalShield’s implementation process, LegalShield provides a pre-and post-enrollment marketing and communication strategy to boost plan participation and overall utilization of the benefit(s). Our service-focused and hassle-free implementation process allows new groups to be implemented in as little as 2-3 weeks. We are also compatible with over 100 enrollment platforms, including Employee Navigator, PlanSource, BenefitFirst and Ease. 

Read full article here. To learn more, please contact Cheryl.

Legal Advice for Your Business

Small Business has big business problems but not big business resources. We give small business big business resources on a small business budget.

Protect Your Bottom Line

As a business owner, you play a lot of roles. But have you ever tried to act as your own lawyer? Small business owners know that without extensive legal knowledge trying to do it yourself can be risky. You could end up spending a lot more time and money than you planned. Professional legal help is a necessity for any business, trust LegalShield to protect you and your company.

With a small business plan from LegalShield, you can get the expert legal support you need without the huge legal bill. 

  • Join now and speak with a business attorney in as little as four hours
  • Get help protecting and growing your business
  • Save thousands of dollars over hiring an attorney directly 

2023 The Year of Helping People and Businesses

My agency’s goal is to help as many families and businesses, as possible, to know about our services. If you have any family or friends who could benefit from our services, or if you know any business owners/ executives who could benefit from our Business Legal Plans, please have them contact me directly. It would be my pleasure to provide them with one-on-one, personalized assistance. 

Cheryl Garcia

Cheryl Blum Garcia,
Benefit & Broker Specialist
LegalShield Business Solutions



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