Host a Free Employee Workshop on Legacy Planning & Navigating Loss
We’ll guide your team through meaningful, practical steps to plan ahead — and every participant leaves with a completed digital will.
Grief doesn’t end when bereavement leave does.
Most organizations have no clear path to support employees after a loss. HR teams want to help, but don’t always know how — leaving employees to face overwhelming personal and administrative burdens alone.
Our workshop opens the conversation. We help teams understand what happens after loss, and how proactive planning — from wills to memorial wishes — can protect families and reduce unnecessary stress later.
A 45-minute guided session for your team.
Every workshop combines empathy with action. We create a safe, comfortable space for your employees to reflect, plan, and take their first meaningful steps toward preparedness.
Compassionate Education
Our facilitator leads a short, approachable conversation about the value of planning ahead and what it means for navigating loss.
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Hands-On Planning
With guided support, attendees set up their EverAfter accounts and begin documenting key wishes and information for loved ones.
Ongoing Support
After the session, employees retain access to their EverAfter accounts, continuing their planning at their own pace and can share with family.
For organizations that lead with empathy.
EverAfter’s workshop is perfect for teams who want to build a more compassionate culture and equip employees with practical tools for life’s hardest moments.
This session is designed for:
How hosting a workshop works.
We make it effortless — from scheduling to facilitation. Your team simply joins, and we take care of everything else.
1. Schedule your session
Choose a time that works for your team. We’ll provide everything — from invitation templates to employee communication materials.
2. We lead the session
An EverAfter facilitator delivers the workshop via Zoom (or in-person if available), guiding the audience through both emotional understanding and practical first steps.
3. Your team is empowered
Every participant finishes the session with a started plan inside EverAfter — and the comfort of knowing they’re supported when it matters most.
Over 10,000 families served. Here's what teams say.
The team helped a recent widow wrap up all essential affairs in just 8 days, versus 14 months it took when she handled her father's estate alone.
Tatyana H.
Taking care of all the estate things can be very confusing and I appreciated the information and help I received. Everything was done very well and handled in a caring way.
Beverly N.
Our families will literally tell us after a service just how much they benefited from the service and they were surprised at how much they were able to help them. I can also attest to literally providing a lot of rerferrals and word of mouth because families are just so taken aback by all the help.
Josh B.
I appreciated having someone take over and make the notification calls for me.
David H.
[The] service was very helpful in taking care of the most important and stressful things like Social Security, Medicare, and the VA.
Gwendolyn S.
The Aftercare was very helpful. It was certainly a bump in the backside to do all of the things that have been kept on the backburner so long
Eric T.
It's so great to have reputable and capable people taking care of things. And this service is awesome. I was skeptical at first, but Alison had some great pointers for me and I feel much more confident about what to do.
Dee B.
The service is absolutely wonderful - off the charts. I felt I had to put my grieving aside to focus, stay on track, plan everything, and answer questions. I feel like this aftercare has really, really helped clear my mind and put me on the right path. It's been a great help.
Itzel S.
The aftercare was very valuable. I have never heard of anything like this and it was immensely helpful. I thought that I had everything in hand but my estate specialist opened my eyes to many other things and I appreciate her time and help. I have been overwhelmed with all that was on my plate and thankful for anything she could do to take some of the burden off.
Josephine R.
The aftercare was alot of help especially about stuff with the DMV and with Social Security survivor benefits. This has been fantastic. Cassie has reminded me about a lot. The fraud stuff and credit check took a big weight off of me. She was so kind and helpful. They have such a great program going here with this.
Teresa N.
"We have someone who is going to call you in a few weeks and they are going to walk you through everything that needs to be done. You're not going to be alone." To know that means a lot. I think every company should have an aftercare service. I had a lot of questions to ask and I didn't know what to do, and you have answered those questions.
Sherry S.
Everyone was very caring, compassionate, and helpful. A special thanks to Lance for making a call to help expedite things for me. Also, a special thanks to Kathy and the work she does through the program. She really helped me through a lot of aspects of this transition that I didn't even want to have to think about. Thanks for all you do!
Steve W.
Host a free workshop your team will never forget.
Give your employees peace of mind, insights, and practical tools that last a lifetime. We’ll handle every detail — you just pick a time. Free for teams of any size.
EverAfter helps employees and families plan ahead, manage loss, and find peace of mind through real human support.
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