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Legal & Financial Services

Access to legal and financial assistance to help employees address personal concerns.

Legal and financial concerns can be overwhelming and often require extra help. Through Key’s Live Well & Thrive | Employee Support & Wellness Program, employees can access outside experts for a variety of legal and financial issues.

Overview

Unlimited financial and legal consultation services are available through Key’s Live Well & Thrive Program for help with:

  • Personal and family legal issues
  • Custody
  • Real estate
  • Tax questions
  • Estate planning
  • Contracts
  • ID theft
  • And more

If the employee needs legal representation, the program offers local referrals with a free initial 30-minute consultation and discounted legal fees for any services. Not all legal issues are eligible for assistance through the legal assistance program.

Key’s Live Well & Thrive Program can also help with advising on will prep and offers unlimited financial consultations. These are available for you and your household members on topics such as:

  • Budgeting and debt
  • Credit and tax issues
  • Retirement planning
  • Real estate
  • Estate planning
  • Saving for college

Free Will Prep Services

Legal will preparation is offered through The Hartford, our life insurance carrier, at no cost to you. A will is a cornerstone of an estate plan, ensuring your family is protected and your assets are distributed in accordance with your wishes.

Wills are free to prepare and print from your computer, or you can request a copy to be mailed to you for a low cost. In addition, you can set up a free living will/power of attorney for a low cost. Start your will preparation today.

Key’s Live Well & Thrive Program can also help with advising on will prep and offers financial services that include unlimited financial consultations. These are available for you and your household members on topics such as:

  • Budgeting
  • Debt consolidation
  • Buying or leasing a car
  • Consumer credit counseling
  • Saving for retirement or college
  • IRS matters
  • Identity theft prevention and resolution assistance

Identity Theft Assistance

Through The Hartford, employees have access to additional identity theft assistance including:

  • Prevention services: education and identity theft resolution
  • Detection services: fraud alert to three credit bureaus
  • Resolution guidance and assistance: credit information review, ID Theft Affidavit Assistance, card replacement
  • Personal services: translation and emergency cash advance

The information provided above is intended to be a summary of Key’s benefit programs. Detailed eligibility criteria and other information is available on HR Online.

HSA checking account is provided by KeyBank National Association (KeyBank), Member FDIC.

Key is an Equal Opportunity and Affirmative Action Employer.