Empathy

If you’re an executor, you’ll want to save this post.🤞 For #FinancialLiteracyFriday, we’re diving into the process of being the executor of someone’s estate. It takes time and effort, but with a little preparation and know-how, you can navigate it with confidence. Here are the first four steps you’ll take after your loved one dies: ✔️ Locate the most up-to-date version of the will. You can enlist people you trust to help out with this step. ✔️ Make it official that you’re the executor. You’ll need to petition to open probate, which asks the court to validate the will and recognize you as the executor. Letters of testamentary is the legal document that allows you to start acting on behalf of the estate. ✔️ Locate and safeguard any assets included in the will. This might include jewelry, heirlooms, artwork, collectibles, mortgages, trusts, and more. This might include anything from insuring valuables to changing locks. Remember, your role is to honor the instructions the person left behind. ✔️ Determine if you need probate. Probate is the legal process of administering the estate. The full probate process can take months, or even years. It’s not always necessary, and rules vary state by state. Being an executor is a huge responsibility, and one that can be hard to tackle as you’re also processing your grief. Empathy was built to help people navigate life’s hardest moments — from planning a funeral and navigating probate, to getting grief support that can help you cope.

#MemorialDay surfaces loss in many different ways. For military families, that grief can be complicated: recent or old, visible or quiet, with a clear shape or none at all. Whatever yours looks like this weekend, know that you’re not alone and your feelings are valid. Here are some tips to keep in mind for this weekend: 
 📆 Feel without a timeline. Grief doesn’t follow a calendar. If the day brings something up, let it. There’s no “one right way” to move through it. 💬 Name what you’re actually grieving. Sometimes it’s a death. Sometimes it’s the person someone was before they served, or before they came home. Naming the specific loss — even if it’s just to yourself — can bring you clarity. 🫂 Let people in, even imperfectly. You don’t need to explain the complexity of your grief to accept support. A simple, “This weekend is hard for me,” is enough. Wherever you're at in your journey, Empathy is here for the hard parts: grief support, practical guidance, and resources built for families navigating life’s most challenging moments.

We’re on a mission to change the way the world deals with life’s most challenging moments. Join our growing team to empower families with the care they deserve. Swipe through to see our open roles in New York, London, and Tel Aviv. Working with Empathy means being part of a close-knit, diverse team where professional growth is prioritized, ideas are heard, and employees feel supported by a culture that thoughtfully cares for their unique needs. 💙 Explore open roles & apply here: https://lnkd.in/erxzsBww #hiring

Martin Short has spent a lifetime making people laugh. He’s also spent a lifetime grieving. His older brother and both parents died within a few years of each other. Later, his wife from ovarian cancer and his daughter from mental health challenges. In Netflix’s new documentary, "Marty, Life is Short," the late and great Catherine O’Hara reflects on how Martin carried all of it — that he always “looked for the laughs” and guided his family through the darkest times with humor intact. Martin embodies a certain kind of courage that holds both grief and joy in the same hands, without letting one erase the other. There’s no “one right way” to navigate grief. But Martin’s life is an inspiration to all of us. At Empathy, we believe in supporting people through and beyond their grief journey. #MartinShort #CatherineOHara #grief #loss #Empathy

U.S. life insurers pay out over $100 billion in death benefits every year. Fewer than 1 in 10 beneficiaries ever becomes a customer. New research from Empathy and LIMRA reveals what’s actually driving beneficiary loyalty and engagement. The findings will challenge how your organization thinks about the claims experience, and why it’s worth getting it right. Join Sophie Ruddock, COO at Empathy, and Dararith Ly MBA, FSRI, FLMI, ACS, AIRC, ARA, Assistant Research Director at LIMRA, for a live webinar to learn all about: 👉 What beneficiaries actually need before, during, and after the claims process, and where most carriers fall short. 👉 The support delivery gap: what families say would have helped vs. what they actually received 👉 Practical steps for turning the claims experience into a generational loyalty driver. Mark your calendar for Thursday, May 21 at 12 p.m. ET. If you’re a leader or professional in the insurance industry wanting to build generational loyalty, you won’t want to miss this opportunity to hear first-hand what the data says. Register now: https://lnkd.in/gSTsgAjz

#FinancialLiteracyFriday 👋 The best financial advisors go beyond managing money. They understand the beliefs behind it. Every client brings a lifetime of experiences to the table, from the household they grew up in to the values they’ve carried forward in life. Those beliefs shape every financial decision they make, whether they know it or not. When advisors take the time to uncover what their clients truly value, and build a plan that reflects it, something shifts. Education lands differently, conversations go deeper, and the relationship becomes one that carries through generations — not just market cycles. Values-based financial planning is key for building trust that spans lifetimes and generations. At Empathy, we help advisors support their clients through life’s most significant moments and the financial complexity that comes with them. #financialplanning #advisors #wealthmanagement

From up here, it looks like just a spring day in the park. But the person having a picnic with friends just received a serious diagnosis. Someone else is navigating a loss. And the person who looks perfectly peaceful is secretly overwhelmed. May is #mentalhealthawarenessmonth. It’s a reminder that the hardest things people carry are often invisible. Grief, diagnosis, loss, stress — it adds up, life doesn’t pause, and too many don’t know where to turn for help. At Empathy, we’re building a way forward that brings people real guidance and care through life’s hardest moments. Because no one should have to navigate it all alone. 💙

The claims process is one of the most important moments in life insurance. The industry has made strides in making the claims process smoother. But there’s still significant opportunity on the table — particularly when it comes to turning beneficiaries into the next generation of loyal customers. We partnered with LIMRA to understand what exactly drives that conversion. Our new research report, A Blueprint for Generational Loyalty, gathered responses from over 270 life insurance claimants in the U.S. The findings are clear: post-claim perception is the strongest driver of future business. Beneficiaries want engagement. They’re looking for support. But they also want to be met where they’re at. Carriers can show up in genuinely helpful ways during the process to build trust, satisfaction, and value. ➡️ Download the full report: https://empthy.co/4dppRfC

$124 trillion is changing hands. The question isn’t if your clients will be affected, it’s if you’re ready to guide them through it. On May 19, we’re bringing together senior leaders across insurance and wealth at the Art Gallery of Ontario for Empathy Unbound Toronto. It’s a half-day executive summit designed to turn the Great Wealth Transfer from a talking point into a strategic advantage. You’ll hear from: 🎤 Nicholas Thompson, CEO of The Atlantic 🎤 Linda Nazareth, Economist and Senior Fellow at the Macdonald-Laurier Institute 🎤 Michael Aziz, MBA, CFA, CFP, CDO at Foresters Financial 🎤 Jay McMahon BComm, MSc, CHS, CFP, President & CEO at Specialty Life Insurance 🎤 Richard Williams, WFG Insurance Agency of Canada & WFG Securities of Canada Seats are limited. RSVP to secure your spot: https://lnkd.in/gjwWbDHg

Tampa Bay Lightning captain Victor Hedman stepped away for nearly two months this season. Not for injury. Not for "personal reasons.” But to address his mental health. And he’s bringing his experience to the greater cultural conversation. For most people, whether they're pro hockey players or not, asking for time to take care of themselves still feels like it requires an explanation. Like it needs to be justified against everything you're expected to show up for. Hedman credited his family, teammates, and his therapist for their support. It's a reminder that the people who step back don't do it alone. "This is something that exists in our game more than people see," Hedman says. It also exists in every workplace more than people see. Stepping away is only one part of the equation. The structure, emotional support, and guidance that help someone find their way back are where the real work happens. Today, Hedman says he's in a much better place. That's what showing up for yourself, your teammates, and your community really looks like — and it's what drives everything we build at Empathy.
 #TampaBayLightning #mentalhealthawarenessmonth #athletes #mentalhealth