Benefit Information

Financial, Legal & Estate Support

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Financial, Legal & Estate Support Overview

Alongside the EAP, New York Life includes a Financial, Legal & Estate Support program at no added cost to you or your household.

What’s included

FinancialConnect gives you unlimited phone access to CPAs and Certified Financial Planners for budgeting, debt, and tax questions. LegalConnect connects you with staff attorneys for issues like divorce, estate planning, and identity theft, plus a free 30-minute consultation and a 25% fee discount if you need a local attorney. EstateGuidance is an online tool that walks you through writing a will or living will step by step.

How to access it

Call (800) 344-9752, 24/7, or visit guidanceresources.com and register with web ID “NYLGBS”.

Explore Your Benefits
Benefits Guide

Download your Employee Benefits guide PDF with all your latest benefit information.

Financial, Legal & Estate Support Carrier Information

Carrier Information

New York Life Group Benefit Solutions

New York Life Group Benefit Solutions Contact Info
Financial, Legal & Estate Support, Employee Assistance Program (EAP), Voluntary Life & AD&D Insurance, Basic Life & AD&D Insurance
  • Phone: (800) 344-9752 (24/7)
  • Website: guidanceresources.com
  • First-time visitors: register with Organization Web ID “NYLGBS”

Financial, Legal & Estate Support Coverage Documents

Documents
Financial, Legal & Estate Support
New York Life flyer covering FinancialConnect, LegalConnect, and EstateGuidance.
Financial, Legal & Estate Support
Spanish-language Financial, Legal & Estate Support flyer.

Need Help?

Contact your Benefits Team

Lina Juarez
Your Benefits Advisor

818-224-6194

ljuarez@libertycompany.com

Danny Garcia
Your Benefits Advisor

747-228-2433

danny.garcia@libertycompany.com