Covered in full
Free document preparation for the following Estate Planning documents:
Living Wills	√
Simple Wills	√
Simple Testamentary Trusts	√
Free telephone consultations provided to the Plan Member on the below Elder Law matters.
Plan Members receive a 33.3% discount on attorney fees after the initial consultation.	Covered at 33.3% Discount
Consultations	√
Planning for Incapacity	√
Health Care Decisions	√
Financial Planning	√
Estate Planning	√
Retirement Planning	√
Asset Protection	√
Medicare & Private Health Insurance	√
Medicaid & Medicaid Trusts	√
Elder Fraud, Schemes or Scams	√
Debt & Consumer Counselling	√
Wills, Trusts and Living Trusts	√
IRS Audits	√
IRS & State Tax Debts	√
Medical Malpractice	First $1,000 exempt from fee. Subject to State and Federal Statutes.
Personal Injury	First $1,000 exempt from fee. Subject to State and Federal Statutes.

Questions? Please contact us at (800) 986-2108 and let us know how we can help.

Please refer to your summary plan description for your specific plan details.

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