The Hidden Stressor at Work: Helping Employees Navigate Estate Issues with Ease

2024 1 min read

Unresolved estate issues are a silent but significant source of stress for employees, especially those in the sandwich generation—balancing caregiving responsibilities and work demands. This stress affects not only mental health but also workplace productivity. Forward-thinking employers can make a difference by offering estate planning tools.

The Toll on Employees

  • Emotional Stress: Without wills or powers of attorney, employees often face heightened anxiety about the future.
  • Lost Productivity: Employees dealing with estate crises take 30% more time off, impacting workplace efficiency.
  • Mental Fatigue: Constant worry leads to presenteeism, where employees are present but not fully engaged.

The Great Wealth Transfer: A Call to Action

The $84 trillion Great Wealth Transfer is amplifying these challenges. Employees need support to navigate these transitions, and employers offering estate planning tools can provide critical relief.

The Benefits of Estate Planning Support

  • Reduced Anxiety: Tools like digital wills alleviate stress, enhancing focus and engagement.
  • Improved Retention: Supported employees are 20% less likely to leave their jobs.
  • Attracting Talent: Innovative benefits position employers as leaders in employee care.

How Inheritus.com Can Help

Inheritus.com simplifies estate planning with affordable, scalable tools:

  • Comprehensive Support: Our platform creates a full picture of an estate.
  • Quick Implementation: Deployable within a day, with change management options.

Support Your Workforce Today

Address the hidden stressor of estate issues and foster a healthier, more productive team. Contact Inheritus.com to explore our Estate Planning Solutions for Employers and create lasting value for your employees.

Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

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