Empathy

paid

Empathy partners with financial institutions and employers to provide comprehensive bereavement, estate planning, and life transition support — saving users 212+ hours on average.

Productivity

Document Tools

Knowledge Management Tools

About

Empathy is an enterprise support platform designed to help financial institutions, life insurers, banks, wealth firms, and employers deliver meaningful assistance during life's most difficult moments — including bereavement, estate settlement, and leave management. The platform covers four core solution areas: Estate Planning, Loss Support, Leave Support, and Client Connect. Its flagship product, Empathy LifeVault™, enables users to create legally compliant estate planning documents in minutes through guided experiences built to overcome emotional barriers. It acts as a centralized hub for financial assets, directives, and critical documents, preventing loved ones from endlessly searching after a loss. For life insurers, Empathy transforms life insurance into a living benefit by demystifying estate planning and deepening client relationships through the claims process. For banks and wealth firms, it equips advisors with visibility into assets, heirs, and life events to prevent asset leakage and cultivate multi-generational relationships. For employers and HR teams, it reduces administrative burden while supporting employees through loss and recovery. With over 45 million individuals covered, a 4.8/5 user satisfaction rating, and an average of 212+ hours saved per user, Empathy is trusted by major institutions including large life insurers and telecommunications companies. The platform is ideal for enterprises seeking to differentiate through compassionate, tech-enabled support that turns difficult moments into lasting loyalty.

Key Features

Empathy LifeVault™: Enables users to create legally compliant estate planning documents in minutes through guided, emotionally-aware digital experiences that serve as a single source of truth for assets and directives.
Loss Support: Provides logistical and emotional support to help beneficiaries and families navigate bereavement, reducing burden on institutions while improving client outcomes.
Leave Support: Helps HR teams deliver structured, compassionate support for employees during bereavement leave, reducing HR administrative burden and improving employee retention.
Client Connect for Advisors: Equips financial advisors and wealth managers with visibility into client life events, heirs, and assets to prevent asset leakage and build multi-generational relationships.
Scalable Institution Partnerships: Supports 45M+ covered individuals across life insurance, banking, wealth management, and employer segments with measurable ROI metrics like 3x beneficiary conversion rates.

Use Cases

A life insurance company offers Empathy as a living benefit, helping beneficiaries navigate claims and estate settlement while converting them into high-intent leads for ongoing financial services.
A large employer integrates Empathy into its HR benefits stack to provide structured bereavement leave support, reducing administrative burden and improving employee retention after loss.
A wealth management firm uses Empathy's Client Connect to equip advisors with beneficiary and estate visibility, preventing asset outflows during generational wealth transfers.
A bank deploys Empathy's LifeVault™ to help clients create estate planning documents, deepening relationships and positioning the bank as a trusted partner for long-term financial planning.
An HR benefits consultant recommends Empathy to employer clients seeking differentiated, compassionate support offerings that reduce leave complexity and strengthen workforce loyalty.

Pros

Significant time savings: Users save an average of 212+ hours navigating estate and bereavement logistics, demonstrating strong practical value for both individuals and institutions.
High user satisfaction: A 4.8/5 user satisfaction rating reflects the platform's effectiveness in addressing emotionally sensitive, complex life moments with care.
Multi-segment applicability: Serves life insurers, banks, wealth firms, employers, and health plans from a single integrated platform, reducing vendor sprawl for enterprise clients.

Cons

Enterprise-only access: Empathy is exclusively available through institutional partnerships — individual consumers cannot sign up independently, limiting direct accessibility.
No public pricing: Pricing is not disclosed publicly and requires a demo booking, which may slow evaluation for procurement teams.
Niche use case: The platform is purpose-built for bereavement and life transitions, making it irrelevant for institutions without a customer-facing benefit or claims function.

Frequently Asked Questions

Empathy is designed for financial institutions (life insurers, banks, wealth firms), employers and HR teams, benefit consultants, and health plans that want to provide comprehensive support to clients and employees during bereavement, estate settlement, and life transitions.

LifeVault™ is Empathy's estate planning tool that guides users through creating legally compliant estate documents in minutes. It acts as a centralized repository for financial assets and directives, ensuring loved ones have clear, accessible information after a loss.

Empathy equips advisors with visibility into client life events, beneficiary relationships, and estate complexity — helping firms navigate the transition of assets after a loss and preventing asset leakage to competitors during inheritance events.

Empathy covers over 45 million individuals through its institutional partnerships with major life insurers, banks, wealth management firms, and large employers.

Organizations can get started by booking a demo through the Empathy website. The platform is deployed as a partnership solution tailored to each institution's specific needs and client base.