Legal Plan
Legal Plan Overview
A Legal Plan is an arrangement where in exchange for a nominal annual fee, an individual can receive certain preventative legal services at no additional cost. The basic service may include telephone advice (via a toll free number), brief office consultations, a simple legal document, a letter written by the lawyer, or other service that is not overly time-consuming. If the plan member wants or needs services beyond the basic preventative types of services, then the legal plan can provide easy access to a lawyer who will provide a free initial consultation to discuss your matter. If you choose to have plan lawyer represent you, he or she will provide you with a discount of 25% off of normal fixed or hourly fees. A Legal Plan such as AmeriEstate also provides specialization in delivering affordable, high quality estate planning services to its members.
AmeriEstate offers a Legal Access Plan with the following benefits:
Basic Member Benefits
- Free simple legal advice and consultation over the phone with licensed Provider Attorney
- Customer service from trained staff
- Free simple amendments and changes to estate plans prepared by Provider Attorneys
- Simple legal letters on member’s behalf
- Free Powers of Attorney for primary member
Complex Legal Matters
- Estate Planning Legal Services (Plan Specialty)
- Access to nationwide panel of Attorneys
- Free 30 minute office consultation with attorney
- 25% discount on legal fees beyond the initial free consultation
- Eligibility to enroll in our extended protection program at plan anniversary