Estate Planning Services



 

 

With Legal Plan

If you are enrolled in LegalEase/LegalAccess plan through your employer, we are in the network and our member ID is 114714. You should contact your plan administrator to open an estate planning claim and then reach out to us. Below is a list of the services included in your legal plan.

If you are enrolled in a legal plan that is not LegalEase/LegalAccess, the plan might still offer reimbursement for out-of-network attorneys for estate planning services.  Please confirm with your legal plan.

•Living Trust 

•General Power of Attorney 

•Last Will 

•Health Care Directive 

•Transfer Deed for 1 property 

Without Legal Plan

•Living Trust 

•General Power of Attorney 

•Last Will 

•Health Care Directive 

•HIPAA Waiver 

•Final Disposition Instructions 

•Transfer Deed 

•Transfer of Business Interest 

•Funding Instructions and Guidance

•Notary Services 

•Minor Seamless Care®, see below 

•Follow up and review every five years, or upon major life events