MMC Benefits Handbook
Digital Estate Planning
What kind of support and services can I expect under the MetLife Digital Estate Planning solution?
Digital Estate Planning is a platform which provides for the creation of estate planning documents by answering a few questions through a guided electronic experience.
The estate planning documents generated include:
- Last Will and Testament – Leave property to loved ones and choose guardians for minor children
- Advance Healthcare Directive (Living Will) – Plan for a medical emergency, select medical care preferences and choose a healthcare proxy
- Durable Financial Power of Attorney – Choose someone to manage finances in case of an emergency.
In addition, where permitted by law, eligible participants can fully execute their estate planning documents online using notary, witnesses, and remote identity verification.
For the online notary, this process includes authenticating the participant via online identity verification and a secure two-way video session with a notary and witnesses. The process also provides for the application of electronic signatures, secure storage of tamperproof versions of all documents, and recorded audio and video of the session as evidence of the transaction. The platform includes access to educational estate planning materials
Who can use the Digital Estate Planning solution?
The digital estate planning solution is available to employees and their legally married spouse when the employee is enrolled in Group Variable Universal Life (GVUL) insurance coverage. The process is designed to work for most people, but if there are aspects of an individual's estate that are more complicated, you might be directed to reach out to one of our network attorneys instead of using the online process.
How do I access the Digital Estate Planning solution?
Visit www.legalplans.com/estateplanning and follow the online instructions.
What does the Digital Estate Planning service cost?
This plan feature is automatically available at no cost to plan participants or legally married spouses.
What if I have additional questions?
Contact Mercer Voluntary Benefits (provided by Mercer Health & Benefits Administration) at +1 800 225 2265, Monday - Friday, 8:00 a.m. to 9:00 p.m. Eastern time and Saturday, 8:00 a.m. to 2:00 p.m. Eastern time and you will be transferred to a MetLife GVUL Customer Service Representative for assistance.