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Morneau Shepell
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Welcome to your Beneficiary Assistance Program.

If you do not know your username please call 800-227-8620 for assistance or contact your administrator.

workhealthlife
 
Your Employee and Family Assistance Program is a support service that can help you take the first step toward change.
 
Woman walking on the beach, leaving footsteps in the sand.

Take the first step towards change

We're an Employee and Family Assistance Program (EFAP) that provides you and your family with immediate and confidential support to help resolve work, health, and life challenges to improve your life. Let us help you find solutions so you can reach your goals at any age or stage of life. We help millions of people worldwide live healthy, happy, and productive lives.

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    There is no cost to you to use the program. This benefit is provided to you by your employer, insurance carrier, association, or other party.
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    Estate Planning Checklist

    Bookmark Article

     

    Yes

    No

    Inventory of physical Items (jewelry, collectibles, cars etc.

     

     

    Inventory of non-physical items (401K plans, stocks, insurance policies etc.)

     

     

    Up-to-date and signed will

     

     

    Designated executor or power of attorney

     

     

    A backup executor or power of attorney

     

     

    Designated guardianship of minor children

     

     

    Beneficiary designations up to date

     

     

    All dependants provided for

     

     

    Trusts established

     

     

    Living will or medical directive

     

     

    Update life insurance and annuities

     

     

    Inform executor/spouse/children where to find necessary documents and financial information (will, bank accounts, tax records, etc.)

     

     

    Estimate cost of probating will

     

     

    Business succession plan in place

     

     

    Funeral instructions and wishes

     

     

    Prepay funeral

     

     

    Wishes regarding organ donation

     

     

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