A Corporate Legal Access Program by The Matus Law Group
LifePlan at Work
Estate Planning as a Workplace Benefit
Help your employees protect their families, their homes, and their future with a corporate legal access program designed for modern workplaces.
LifePlan at Work is a corporate partnership program from The Matus Law Group that provides employers with an impactful employee benefit: access to estate planning education, planning tools, and preferred legal services.
Through this program, employers can support the long-term well-being of their teams while giving employees a practical path to protecting their families and financial futures.
The Challenge
Most Families Delay Estate Planning
Estate planning is one of the most important steps a family can take, yet many people postpone it for years.
Common reasons include:
Uncertainty about where to start
Concerns about cost
Lack of access to trusted legal guidance
The belief that planning can wait
Unfortunately, when planning is delayed, families can face unnecessary legal complications, financial stress, and uncertainty during already difficult times.
LifePlan at Work was designed to remove these barriers.
Program Includes
A Simple Way for Employers to Support Their Teams
LifePlan at Work is a corporate partnership program that allows employers to offer estate planning access as a meaningful employee benefit.
The program combines:
- Educational workshops
- Private leadership planning sessions
- Preferred legal service pricing for employees
- Optional employer contributions toward estate planning
This structure allows employers to provide valuable resources while giving employees flexible options to create the plan that best fits their family.
The Program
How LifePlan at Work Supports Employers and Employees
01
Employee Education
Two educational workshops per year help employees understand the importance of planning and how to get started.
02
Leadership Planning Support
Business owners receive private strategy sessions to review their estate plans, business succession strategies, and asset protection planning.
03
Preferred Corporate Access Rate
Employees receive 15% preferred pricing on legal services from The Matus Law Group.
04
Flexible Employer Contribution Options
Employers may choose to help cover the cost of employee estate planning.
Program Includes
Educational Workshops for Employees
Education is a central part of the LifePlan at Work program.
Beginning-of-Year Planning Workshop
A live or virtual workshop presented by The Matus Law Group covering:
- The importance of estate planning
- Protecting assets and families
- Powers of attorney and healthcare directives
- Planning for incapacity
- Protecting a home from long-term care costs
- Special needs planning when relevant
Employees leave with a clear understanding of why planning matters and what steps to take.
End-of-Year Planning Workshop
A second workshop later in the year designed to:
- Review planning goals
- Address employee questions
- Discuss planning updates and legal changes
- Encourage employees who have not yet planned to take action
These sessions keep planning top-of-mind throughout the year.
For Leadership
Private Strategy Sessions for Business Owners
Company leadership receives two private estate planning consultations each year.
During these meetings, we can review:
- Existing estate plans
- Business succession planning
- Asset protection strategies
- Family planning considerations
- Plan updates based on legal or financial changes
These consultations provide additional value for leadership while strengthening the employer’s long-term planning strategy.
Employee Benefit
Preferred Legal Access for Employees
Employees of participating companies receive a 15% corporate access rate when hiring The Matus Law Group for legal services.
Eligible services include:
Estate planning
Trust creation
Asset protection planning
Long-term care planning
Special needs planning
Real estate services
Document updates
This preferred rate helps remove cost barriers and encourages employees to take action.
Options
Flexible Employer Contribution Options
Employers can choose whether to contribute toward employee estate planning.
Employer Contribution Toward Employee Plans
Employers may contribute:
- Employer contributes a standard fee toward each employee’s estate plan
- Employee pays the remaining balance
- 15% corporate access rate applied to the balance
- Flexible - employees choose services that fit their family
Employer-Sponsored Foundational Estate Plan
The Foundational Package includes:
- Review planning goals
- Address employee questions
- Discuss planning updates and legal changes
- Encourage employees who have not yet planned to take action
If additional planning is needed, services such as trusts, asset protection planning, or long-term care planning are available to employees at the 15% corporate access rate.
Benefits
Why Employers Choose LifePlan at Work
A Meaningful Employee Benefit
Estate planning is one of the most valuable services a family can receive.
Reduced Stress for Employees
When families have a plan in place, they experience greater peace of mind and stability.
Recruiting and Retention Advantage
Offering legal planning support demonstrates that an employer truly cares about the long-term well-being of their team.
Access to Trusted Professionals
Employees gain access to experienced estate planning attorneys who can guide them through the planning process with clarity and compassion.
The Firm
A Trusted Estate Planning Firm for Over 30 Years
For more than three decades, The Matus Law Group has helped families protect what matters most.
Our firm focuses on helping families:
Protect their homes and assets
Plan for incapacity
Support loved ones with special needs
Prepare for long-term care
Preserve family legacies
Through LifePlan at Work, we extend that mission into the workplace by helping employers provide meaningful planning resources to their teams.
Program Summary
LifePlan at Work Program Summary
Annual Employer Partnership Fee
Program includes:
- Two employee educational workshops per year
- Two private estate planning sessions for business leadership
- 15% corporate access rate for employees
- Optional employer contributions toward employee plans
- Optional employer-sponsored foundational planning packages
Get Started
Bring LifePlan at Work to Your Organization
Hands-on experience in estate planning, special needs advocacy, and client-centered legal work.
