BrightPlan Certified as Smartchoiceยฎ Preferred Provider by Brandon Hall Group Read Press Release

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Survivor Support

Licensed Planners

Survivor Support

Compassionate and comprehensive financial guidance for employees and their families facing the loss of a loved one.

  • 24/7 digital support that provides beneficiaries with always-on access to financial guidance, benefit navigation, and next-step planning during times of grief.
  • Grief and bereavement education to help employees navigate emotional challenges, end-of-life decisions, and financial responsibilities with clarity and care.
  • Ongoing administrative support that simplifies estate planning, account transitions, and employer documentation requirements - so employees can focus on healing.
How do you support employees during lifeโ€™s most difficult transitions?
How can you ease the burden of financial decisions after the loss of a loved one?
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Grief is deeply personalโ€”and navigating the financial aftermath of loss shouldnโ€™t be a second burden. BrightPlanโ€™s Survivor Support offers employees a clear, compassionate path forward by combining digital access, financial guidance, and emotional resources during one of lifeโ€™s most vulnerable moments.

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24/7 Digital Support

Beneficiaries and family members receive round-the-clock access to tools and expert adviceโ€”covering employer-provided benefits, insurance payouts, estate transitions, and liquidity needs.

Guided Planning & Resources

Our platform walks users through key steps in managing a loss: from understanding account access and tax implications to prioritizing urgent financial tasks and estate organization.

Emotional Support & Education

We provide accessible, culturally sensitive education around grief, end-of-life planning, funeral expenses, and survivor benefitsโ€”ensuring families donโ€™t have to navigate it alone.

Admin Support for HR

Your HR team gains a structured support system for guiding surviving beneficiaries through paperwork, compliance, and post-loss benefitsโ€”removing guesswork and reducing stress.

Help your employees navigate life after loss with empathy and clarity.

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