AI + Human care for
life’s hardest moments

Prudential

Symetra

Amica

MetLife

Transamerica

New York Life

Guardian

AT&T

Lemonade

Lincoln Financial

Voya

The Hartford

Zurich

Aflac

Securian

BMO

CarMax

Equitable

TIAA

One connected platform, a lifetime of value

Guided, expert-built planning that helps people put a will and their wishes in place.
Learn more

Estate Planning

Guided, expert-built planning that helps people put a will and their wishes in place.

Empathy Connect™

The client engagement portal for financial professionals

Clients Overview

Invite client

0%

Active clientsCompleted at least one estate planning document

Recent activity & Highlights

View all

Jimmie HarrisAdded a new property. Share a guide to help him update his estate plan.Share Guide
Adrian LewisAdded a family member. A good moment to check in and review next steps.Send Email
Gloria SandersCompleted her will. A good time to connect.Schedule a call

“Empathy really looks at the needs of an individual holistically, and can create a solution for that individual that’s unique to them.”
Juliane Kowalski, SVP Group Benefits
“We want families to feel like we’re there for them — not just on that first call, but throughout the whole process. Empathy makes that possible.”
Anna, Life Claims Officer
“We have a mission to provide financial security for as many people as we can, and partnering with Empathy allows us to expand that mission.”
Mark Devine, Head of Life, Absence & Disability
“Empathy really looks at the needs of an individual holistically, and can create a solution for that individual that’s unique to them.”
Juliane Kowalski, SVP Group Benefits
“We want families to feel like we’re there for them — not just on that first call, but throughout the whole process. Empathy makes that possible.”
Anna, Life Claims Officer
“We have a mission to provide financial security for as many people as we can, and partnering with Empathy allows us to expand that mission.”
Mark Devine, Head of Life, Absence & Disability
“Empathy really looks at the needs of an individual holistically, and can create a solution for that individual that’s unique to them.”
Juliane Kowalski, SVP Group Benefits
“We want families to feel like we’re there for them — not just on that first call, but throughout the whole process. Empathy makes that possible.”
Anna, Life Claims Officer
“We have a mission to provide financial security for as many people as we can, and partnering with Empathy allows us to expand that mission.”
Mark Devine, Head of Life, Absence & Disability

0M+
Individuals covered
0 hrs
Saved per user
0.0/5
User satisfaction rating

Build lasting relationships across a lifetime

For Life Insurance
Create more value by showing up when it matters most
Turn life insurance into a tangible, living benefit. Drive engagement, improve persistency, and create value while supporting policyholders through life events and helping distribution teams deepen relationships.
Learn more
For Financial Services
Help clients prepare and move through the events that test a life
Retain and grow assets through estate planning and management. Equip advisors with visibility into assets, heirs, and life events that build multi-generational relationships and prevent asset leakage.
Learn more
For Employers
Built for the people who support their people
Deliver continuous support that reduces HR burden and strengthens employee and family relationships. Give employees one connected place to turn to across caregiving, leave, loss, and legacy.
Learn more

Life doesn’t happen in silos. Your support shouldn’t either.