Free Services
The following services are available at no charge from your plan attorney. Please read this section carefully.
1. Advice on New Legal Matters
During normal business hours, you may call your plan attorney with any new legal matter. A new legal matter is one about which you have never spoken to the attorney before. Your attorney will listen to your problem, advise you about your legal rights, and help you find a solution to your problem. In some cases further legal advice may be unnecessary. If not, you may be advised on how to solve your problem by yourself. If further representation is necessary, then you and your attorney will decide the next step. You may be responsible for long distance toll charges for telephone calls made by your attorney on your behalf.
2. Review of Legal Documents
Before you sign on the dotted line, bring your legal documents to your plan attorney for review. Legal documents include: loan agreements, leases, residential real estate, contracts, employment agreements, etc. Your plan attorney will review up to 6 pages at no charge. Additional pages may be reviewed or the entire document may be rewritten at the guaranteed low hourly rate of $75 plus costs. Documents that are part of an on-going case, require extended legal service or require third party negotiation are not included in this section.
3. Initial Letter or Phone Call on Your Behalf
Phone calls and legal letters, often help resolve legal matters. When necessary, your plan member attorney will write an initial letter or make an initial phone call on your behalf. Letters, or legal situations which need further negotiation with third parties, are part of an ongoing case, and letters related to collection matters will accrue additional charges. These charges are not to exceed the guaranteed low hourly rate.
4. In-Person Consultations for any New Legal Problem
When further meetings concerning the same matter are necessary, your attorney will inform you that additional charges will accrue at a rate of no more than the guaranteed low hourly rate.
5. Simple Will Preparation or Update
If a simple will fits your needs, your plan attorney will prepare a simple will or update an existing simple will for you and eligible family members at no charge. You are also entitled to have the simple will updated at no additional cost. A simple will covers the distribution of personal property and homestead generally and does not include specific bequests, guardianships, complex tax matters, trusts, or estate planning. If your financial or legal situation requires you to have a more complex will, your attorney can draft the will at a fee no more than the guaranteed low hourly rate or guaranteed fixed fee if your will qualifies. Fixed fees are reviewed later in this membership book.
6. Advice on Representing Yourself in Small Claims
Court Before you represent yourself in small claims court, contact your plan attorney for advice and strategy on how to plan and prepare your case at no cost. Your attorney will counsel you over the phone during this initial consultation about how to prepare the necessary paperwork to represent yourself. If necessary, your plan attorney may prepare the paperwork for you at an additional fee in accordance with the discounted rates.
7. Advice on Government Programs
When government red tape has you going around in circles, your plan attorney will assist you during an initial consultation in locating the proper agency. They will counsel you in how to cut through the red tape of government programs like Social Security and Medicare at no cost. Your plan attorney can formally file for services and represent you at no more than the guaranteed low hourly rate.
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