Estate Planning as an Employee Benefit
Putting an estate plan in every home.
Give your team ongoing access to Shea Law estate planning attorneys to create, maintain, and update their estate plans throughout their employment — at no cost to you, and 50–75% below standard rates for them.
Serving Michigan families for 25+ years · 50,000+ estate plans created
The Estate Planning Wellness Benefit
A customized, employer-sponsored benefit that gives your employees ongoing access to Shea Law estate planning attorneys to create, maintain, and update their estate plans throughout their employment. It’s voluntary and employee-paid unless the employer chooses to contribute, so it adds meaningful protection for your people with no cost to the company.
The three facets of employee wellness
You already protect your team’s physical and financial health. Legal wellness is the piece most benefit plans leave out.
Healthcare
For when they or a family member gets sick.
401(k) + Life Insurance
A 401(k) and life insurance for retirement and the unexpected.
Estate Planning
The Missing PieceAn estate plan designed by Shea Law to document and legally enforce personal, medical and financial decisions upon death or incapacity.
What’s stopping your employees from getting an estate plan — and how the benefit clears the way
Source: Trust & Will, 2026
Pricing built for employees
Our extensive experience and efficient process allow us to offer deeply discounted group rates, with flexible ways to pay.
No Employer Cost
Voluntary and employee-paid, unless the employer contributes.
Steep Upfront Discount
50–75% below standard cost.
Installment Payments
Spread the cost over time.
Bespoke Plans Available
Customized to your employees’ specific needs, if you want something unique.
Will & POA Package
Completed online with Shea Law’s proprietary software, reviewed by a Shea Law attorney, and notarized.
- Last Will & Testament
- Financial Power of Attorney
- Healthcare Power of Attorney
- Funeral Representative
Trust-on-the-Go Package
Complete online intake, meet with a Shea Law attorney in person or virtually, and sign the documents.
- Revocable Living Trust (avoids the probate court process)
- Pour-Over Will
- Financial Power of Attorney
- Healthcare Power of Attorney
- Digital Asset Directive
- Funeral Representative
- Trust Funding Guidance
- Deed for Primary Home
Full-Service Trust Package
A traditional attorney-led experience from start to finish, for both simple and involved needs.
Everything in Trust-on-the-Go, plus:
- Advanced planning strategies
- Unlimited attorney meetings
Additional Perks
Savings and support that keep paying off for employees and their families long after the plan is signed.
Mobile Document Vault
Store all important legal documents digitally in a secure mobile app, available anytime.
Ongoing Discounts
50% off estate planning updates. 25% off all other Shea Law services, including business and personal matters, and litigation.
Shared Pricing
Refer family and friends to any package at the same group pricing.
Gift a Plan
Give a will or trust package to a family member at the same group pricing, a meaningful gift for any loved one.
A firm your team can trust
As an award-winning, four-generation, family-led Michigan firm, Shea Law has made accessible estate planning a priority for more than 25 years. Founded by David J. Shea, a Top 100 Super Lawyer® in Michigan and AV Preeminent® rated attorney, we pair that pedigree with a process refined across tens of thousands of plans — so your team gets best-in-class protection without the corresponding complexity or sticker shock.
We’ve seen the fallout when there is no plan. Helping families avoid a painful and drawn-out probate process is why we do this work.
Bring the Estate Planning Wellness Benefit to your team
Tell us about your organization and we’ll put together a plan that fits. There’s no cost to offer it, and setup is simple.
- No cost to the employer
- 50–75% below standard rates for your team
- Simple enrollment — one link or QR code
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Put an estate plan in every home.
Give your people a benefit that protects what matters most — at no cost to your company.
Sources: Pew Research Center, 2025 · Trust & Will, 2026 · SHRM, 2026 · Wealth.com, 2022 · LegalShield, 2023.
Pricing reflects employer-sponsored rates and is subject to a signed benefit agreement. AV Preeminent® is a certification mark used under license in accordance with Martindale-Hubbell® certification procedures, standards and policies; ratings reflect the confidential opinions of members of the bar and judiciary. Super Lawyers® is a registered trademark.