Preparing for your future includes planning for the unexpected. As an added benefit, Pinnacle employees can get advice and complete the important legal documents your family needs to handle personal and financial matters after your death. You can select online do-it-yourself programs or opt to work with legal and financial experts.
The Employee Assistance Program through Lyra Health can help with will preparation and final directives. The program includes:
New York Life’s online EstateGuidance tool helps you or your family members easily complete:
This program is available to eligible policyholders and members of your household. The tool walks you through the process by guiding you through a series of questions and breaking down each step into easy-to-understand terms.
Access is available anytime, anywhere via tablet, desktop, or mobile app.
Go to guidanceresources.com to get started. When registering for the first time, use “NYLGBS” as the organization web ID and “Peter” as the company name.
If you need help with estate planning, wills or probate and don’t know where to start, LegalConnect can help.
One of the most important things you can do is to maintain your list of designated beneficiaries. Your beneficiaries must be up to date in two different places: