Tax Advice and Preparation
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Free Services
The following services are available at no charge from your plan attorney. Please read this section carefully.
- Initial phone consultations for each new legal matter (no time limit)
- Initial face-to-face consultations 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
NOTE: Legal Services are subject to terms and conditions as specified by legal plan. Members may inquire when requesting their attorney referral. In many states, attorney liability may require plan attorneys to obtain a retainer from the member prior to providing some of the free member benefits.
* Membership in Family Legal Plan includes the member, their spouse or domestic partner, their children 25 and younger and any dependent living in the member’s home who may be dependent upon them, such as a parent or grandparent.
**SIMPLE WILL: A will distributing personal property and homestead and not involving trusts, specific bequests, real estate, tax matters, guardianships, living wills, health care proxies or partitions.
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