Family Legal Plan
Free Family Legal Services
Members, their spouses and their eligible dependents have access to a panel of independent professional law firms that will provide them with free and discounted services including:
- Initial phone consultation for each new legal matter (no time limit)
- Initial face-to-face consultation for each new legal matter (no time limit)
- Review of independent legal documents (6 page maximum per document per new legal matter, no limit to the number of new independent documents)
- Plan attorneys will prepare a free Simple Will for you and your family, as well as update the Will annually for free***
- Plan attorneys will help members represent themselves in small claims court
- Assistance in solving problems with government programs, such as INS and Welfare
- When deemed appropriate by your plan attorney, he or she will write letters on your behalf (one letter per legal matter, with no limit on the number of new legal matters)
- When deemed appropriate by your plan attorney, he or she will make phone calls on your behalf (one phone call per legal matter, with no limit on the number of new legal matters
• Members are also guaranteed low hourly rates, discounted contingency fee percentages and low fixed fees.
Tax Hotline
Members will receive:
· Unlimited advice on federal taxation via toll-free phone call/fax/email
· Free tax return preparation for basic tax forms 1040EZ, 1040A and 1040
· Savings on the preparation of numerous tax schedules
· Advice regarding an IRS audit or notification
· Tax planning and review of prior year’s tax return
· All tax and financial advice is backed by a $1 million liability policy.
Financial Counseling
The member will receive confidential, objective guidance from experienced, accredited counselors (unlimited access).