Empathy

Empathy Transforming the way people plan for and navigate life’s toughest moments, one family at a time.

While being an executor doesn’t require a legal background, it does require time, organization, and support.According to...
05/01/2026

While being an executor doesn’t require a legal background, it does require time, organization, and support.

According to Empathy’s Grief Tax Report, the average executor spends 19.5 months settling a loved one’s affairs, all while navigating their own careers, mental health, and other family responsibilities.

That’s nearly two years of additional work, and it’s often prolonged by inadequate estate planning.

🗂️ No one should have to figure out estate settlement alone. Empathy Loss Support™ is designed to guide executors through every step of the process, with the clarity and support they need to move forward.

Families have fundamentally changed how they think about life insurance.58% now see it as critical to protecting their d...
04/30/2026

Families have fundamentally changed how they think about life insurance.

58% now see it as critical to protecting their dependents or as a core part of their legacy and wealth transfer plan.

But here’s the truth: planning hasn’t kept up.

Fewer than half of families personally own life insurance. Only 18% have long-term care or disability coverage. Nearly 1 in 5 have no coverage at all.

For carriers, it’s about building a lasting relationship rooted in trust. Families are navigating real financial pressures — grief, transitions, inheritance — and they need more than a policy. They need a guide.

Empathy helps carriers show up in these moments that matter. Learn more in our research report.

In his latest article for , Co-Founder & CEO identifies a gap: while we optimize our individual futures, we often hesi...
04/29/2026

In his latest article for , Co-Founder & CEO identifies a gap: while we optimize our individual futures, we often hesitate when planning for the people around us.

Whether due to taboo or a lack of knowledge, legacy planning often doesn’t happen early enough.

But when done right, planning gives families clarity when they need it most. At Empathy, we’re committed to delivering the right tools and support to help people plan proactively, protect their families, and gain peace of mind.

Caring for employees during life’s hardest moments is the right thing to do. It’s also a smart business decision. Suppor...
04/27/2026

Caring for employees during life’s hardest moments is the right thing to do. It’s also a smart business decision.

Support during major life events makes a difference:
🤝 82% of employees would feel like their employer truly cares
🔆 81% would be more likely to stay
💛 79% would recommend their employer
✨ 78% would boost their motivation and engagement

That’s one investment and four powerful outcomes.

The data is clear: life-event support drives productivity, retention, and the kind of employee experience that sets employers apart.

See the full research report here: https://empthy.co/4uwlXsn

The Sandwich Generation — more than half of Americans in their 40s — is raising kids, caring for aging parents, and mana...
04/24/2026

The Sandwich Generation — more than half of Americans in their 40s — is raising kids, caring for aging parents, and managing it all on one income timeline.

For , we’re talking about the Sandwich Generation — and their financial reality is more complex than most benefits packages are built to handle. They’re navigating caregiving costs. Lost wages. Retirement savings on pause.

Real support starts with employers who understand what’s actually at stake.

Are you a member of the Sandwich Generation?

What happens when the most important conversation facing financial institutions finally gets the room it deserves?At the...
04/23/2026

What happens when the most important conversation facing financial institutions finally gets the room it deserves?

At the inaugural Empathy Unbound in NYC, leaders from across the industry came together to get honest about the Great Wealth Transfer.

We heard from an incredible set of thought leaders and panelists including:
- Elizabeth Duke, Former Federal Reserve Governor & Wells Fargo Board Chair
- Nicholas Thompson, CEO, the AtlanticGerald Grant III, VP, G Financial Group; Author
- Susan K. Neely, Former President & CEO, American Council of Life Insurers and Empathy Alliance Chair, Former White House Official
- Rogan Malhotra, General Partner, Brewer Lane Ventures
- Alison Servi Kosik, Author, Journalist, and Former CNN Business Correspondent.

We discussed the latest findings from our research The Hidden Barriers to the Great Wealth Transfer — and how leaders can meet the moment strategically and with confidence.

Thank you to everyone who contributed and attended. There’s more to come. Join the conversation at our next event: Empathy Unbound Toronto on May 19.

It was 252,752 miles from Earth, farther than any human had ever traveled. And the Artemis II crew marked the moment by ...
04/21/2026

It was 252,752 miles from Earth, farther than any human had ever traveled. And the Artemis II crew marked the moment by naming a special crater on the Moon.

Commander Reid Wiseman’s crewmates had planned it before launch: they’d name the crater after Carroll Taylor Wiseman, NICU nurse, mother of two, wife to Reid. She died from cancer at 46.

After Mission Specialist Jeremy Hansen said her name on the radio, the four astronauts hugged. They floated together in zero gravity, holding on. 🌌

There’s something truly ancient in this: The impulse to put the people we’ve lost somewhere we can still find them. Love doesn’t end. It finds new places to live. It’s why Empathy exists, because grief doesn’t have an expiration date, and neither should the support around it.

highlighted how partnership with is bringing loss support to 3 million U.K. families — and what this means for the fu...
04/20/2026

highlighted how partnership with is bringing loss support to 3 million U.K. families — and what this means for the future of loss protection.

Because real protection doesn’t end when a claim begins. It shows up when a family is at their most vulnerable: navigating grief, paperwork, and financial complexity all at once. We’re here to help people move forward with confidence and clarity.

A full one-third of bereaved people in the U.K. feel unsupported during the claims process. We saw that gap, and with Zurich, we’re closing it.

Consider this a reminder to update your beneficiary designations. 👀Beneficiary designations are the names you list on ...
04/17/2026

Consider this a reminder to update your beneficiary designations. 👀

Beneficiary designations are the names you list on life insurance policies, retirement accounts, and bank accounts. These designations complement your will — governing how assets in those specific accounts are passed on directly to the named beneficiaries.

Keeping them current is one of the simplest and most meaningful things you can do for the people you love.

Empathy is here to help families learn about and build comprehensive legacy plans — so the people you love are fully protected when it matters most.

No one hands you a tax guide when someone dies.But if you’re managing a loved one’s estate — or trying to figure out wha...
04/15/2026

No one hands you a tax guide when someone dies.

But if you’re managing a loved one’s estate — or trying to figure out what you’re responsible for — knowing the basics can take a lot off your plate.

For , we’re sharing the three types of taxes to keep in mind when navigating a loss:

📎 Income Taxes: For the year your loved one passed, a final personal income tax return is required — covering Jan. 1 through their date of death. It’s due on the standard April 15 deadline. If they were married, their spouse can file a joint return as usual.

📎 Estate Taxes: If the estate continues generating income after death (like rent from a property) and it earns more than $600, you’ll need to file a separate form called a 1041. This doesn’t apply to small estates or accounts that pass directly to beneficiaries.

📎 Inheritance Taxes: In general, you won’t owe taxes on what you inherit. However, interest earned on inherited accounts, withdrawals from retirement accounts, and gains from selling an inherited asset above its value at the time of death can all be taxed.

Empathy helps people navigate the complexities of finances after a loss — and you may already have access to our services offered at no cost via select benefits programs and insurance policies.

The Season 3 finale of aired last week. Harrison Ford’s portrayal of Paul is worth talking about.Paul is a therapist l...
04/13/2026

The Season 3 finale of aired last week. Harrison Ford’s portrayal of Paul is worth talking about.

Paul is a therapist living with Parkinson’s. He helps the other characters around him move through with courage and clarity — while struggling to extend that same grace to himself when faced with his diagnosis.

He’s someone at the end of their life who is brilliant, self-aware, and still finding it hard to do the very thing he’s telling everyone else to do.

This is a tension that feels so real and recognizable. Most of us know what we *should* do when life gets hard. Planning ahead, having the tough conversations, and setting our loved ones up so they’re not guessing. But knowing and doing are two very different things.

These are the moments that exists for. From compassionate end-of-life support to LifeVault™, our digital legacy planning platform that helps families track important decisions and documents.

What’s made these conversations easier for you, or harder to start? We’d love to hear. ⬇️

A will and a trust both exist to protect what you leave behind, but the difference between them matters more than most ...
04/03/2026



A will and a trust both exist to protect what you leave behind, but the difference between them matters more than most people realize.

A will is a legal document that outlines how you want your assets distributed after you die. It only takes effect at death, and it goes through probate — the court-supervised process that can take months and become part of the public record.

A trust, on the other hand, takes effect as soon as it's created. Assets held in a trust pass directly to beneficiaries without going through probate, which means faster access, greater privacy, and often significantly less stress for the people you leave behind.

So which one is actually needed? For many people, the answer is both.

A will covers assets not held in a trust and allows you to name guardians for minor children, something a trust cannot do. A trust handles the distribution of specific assets outside of probate and can offer more control over how and when beneficiaries receive what is left to them.

The right structure depends on your family, your assets, and your wishes. What's consistent is that having a plan in place makes an enormous difference for the people tasked with carrying it out.

Empathy is here to enable the facilitation of comprehensive, legally compliant legacy plans, and guides families through every step when it matters most.

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