Estate Planning: Kristin's Story

Meet Kristin, a LearnLux member who always knew that estate planning was important but, like many people, kept putting it off.
Setting up a trust and will was one of those things I knew I should do, but it kept slipping down the list. Then I started using LearnLux and something shifted. It lit a fire under me to take action. I now I have peace of mind knowing that they'll be taken care of no matter what. From my family and me, thank you, LearnLux. - Kristin S., Loan Specialist

For HR and Benefits leaders, Kristin’s experience highlights how financial wellbeing programs can help employees tackle critical but easily postponed tasks that protect their families and future.

LearnLux supported Kristin by helping her:

  • Recognize estate planning as a core component of financial wellness
  • Break down an overwhelming task into something achievable
  • Stay accountable by seeing it listed as a goal in the platform
  • Gain peace of mind knowing her family is protected
  • Build long term security beyond daily budgeting and saving

Estate planning is often one of the most skipped financial tasks, even for financially secure employees. By providing education, structure, and encouragement, LearnLux helps employees complete life changing steps that benefit both their families and their overall wellbeing.

Kristin's Financial Wellness Story

Hi, I'm Kristen. For the longest time, setting up a trust and will was one of those things I knew I should do, but it kept slipping down the list. Then I started using LearnLux and something shifted. Seeing it listed as a financial wellness goal made it real, tangible and achievable. It lit a fire under me to take action, not just for myself, but for my family's future.

I'm proud to say that I finally did it, and now I have peace of mind knowing that they'll be taken care of no matter what. From my family and me, thank you, LearnLux.

Thank you Kristin for sharing your LearnLux Story!

About LearnLux

LearnLux is the leading provider of employee financial wellness that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more.

Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. Our holistic financial wellness benefit helps employees feel great about their money, allowing their work and wellbeing to thrive.

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