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EstateGuidanceĀ®

ComPsych

EstateGuidanceĀ® is a complimentary online estate planning service included with Symetra group life insurance that allows team members to create legally binding wills, living wills, health care and financial powers of attorney, and final arrangement documents quickly and affordably through a secure online platform.

EstateGuidanceĀ® — Planning for the future

We understand that drafting a will and a living will can be a complicated and expensive process. EstateGuidanceĀ® eliminates the hassle and high costs with a simple, secure and affordable online tool.

EstateGuidanceĀ® can simplify the process of planning your estate and save you money. It is a complimentary service included with Symetra group life insurance.

We know that plans may change as you progress through different stages of your life. Be assured that EstateGuidanceĀ® will be with you every step of the way. Once you create these documents online, you can make unlimited free revisions, as needed, to keep them up-to-date.

Main Advantages
  • āœ“It's fast: Preparing an online will using EstateGuidanceĀ® takes less than 60 minutes, on average.
  • āœ“It's convenient: Prepare these documents when and where it works for you.
  • āœ“It's easy to use: EstateGuidanceĀ® provides step-by-step guidance to simplify the process.
  • āœ“It grows with you: Once you create documents online, you can make unlimited free revisions, as needed, to keep them up-to-date.
  • āœ“It's legally binding: You can rely on these documents to be legally enforceable.
Limitations
  • ⚠Benefits may not be available in all states and are not available in any U.S. territory.
  • ⚠Printing and mailing of documents is available for an additional $9.99 fee.
  • ⚠EstateGuidanceĀ® is provided by ComPsych, which is not affiliated with Symetra Life Insurance Company. Symetra is not responsible for the provision of such services.
Ideal For
  • šŸ‘¤Team members who want to create legally binding estate planning documents quickly and affordably.
  • šŸ‘¤Team members who need to name an executor, guardian, or power of attorney.
  • šŸ‘¤Team members who want to specify final arrangement preferences or advance medical directives.

Available Documents and Fees

Document Fee Description
Estate Planning Documents
Last Will and Testament
Printing and mailing available for an additional $9.99
$14.99 A will is the cornerstone of an estate plan. Ensures assets are distributed per your wishes, allows you to name an executor and a guardian for minor children.
Living Will and Health Care Power of Attorney
Printing and mailing of living will available for an additional $9.99
$14.99 A living will documents your wishes regarding medical treatment in the event of terminal illness, coma or vegetative state. A health care power of attorney allows a trusted family member or friend to make medical decisions on your behalf. Health care power of attorney included at no additional cost with living will.
Financial Power of Attorney No additional cost Allows you, the principal, to name someone else, the agent, to make financial decisions for you.
Final Arrangements $9.99 Gives surviving family members, friends and associates guidance regarding your last wishes. Allows you to specify burial or cremation preferences and personalize your obituary, funeral or memorial service.
To get started with EstateGuidanceĀ®

Complete an easy-to-understand questionnaire and then print, review and sign your documents, which are created in real time.

1. Visit www.EstateGuidance.com
2. Enter your promotional code: SymetraLife
3. Choose any of the options in the drop-down menu.

Access Your Symetra Support Services

To access your On Call Travel Assistance, Identity Theft Assistance and Beneficiary Assistance services: Just pick up the phone — 24 hours a day, seven days a week — and call On Call International at 1-978-651-9223 if you're in the U.S. or Canada, or 1-833-808-0253 from anywhere else in the world. You may also reach On Call International via text at 1-844-302-5131.

To access your ComPsych EstateGuidanceĀ® program: Visit www.EstateGuidance.com and enter the promotional code SymetraLife. Choose any of the options in the drop-down menu.

Legal Disclosures

Symetra Life Insurance Company is the parent company of First Symetra National Life Insurance Company of New York (collectively, 'Symetra'). Symetra Life Insurance Company does not solicit business in the state of New York and is not authorized to do so. Each company is responsible for its own financial obligations.

Group benefits are insured by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004. Benefits may not be available in all states and are not available in any U.S. territory. Policies may be subject to exclusions, limitations, reductions and termination of benefit provisions.

In New York, group policies are insured by First Symetra National Life Insurance Company of New York, New York, NY. Mailing address P.O. Box 34690, Seattle, WA 98124.

Travel Assistance, Identity Theft Assistance and Beneficiary Assistance programs are provided by On Call International. EstateGuidanceĀ® is provided by ComPsych. Symetra Supportā„  may not be available in all states. On Call and ComPsych are not affiliated with Symetra Life Insurance Company or any of its subsidiaries. EstateGuidanceĀ® is a registered trademark of ComPsych Corporation.

While Symetra has arranged for your access to these third-party EAP services, Symetra is not responsible for the provision of such services nor are we liable for the failure of the provision of the same. Further, we are not liable to you for the negligent provision of such goods and/or services by third-party service providers.

Symetra Support℠ is a service mark of Symetra Life Insurance Company. ComPsych ©2024 ComPsych Corporation.