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Estate Planning

Overview

Revocable Living Trusts

Will Portfolio

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Charitable Remainder Trusts

Asset Protection

Overiew

Corporations

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LTC Planning

Overview

Request Info

LTC/Medi-Cal Statistics

Paying for Long Term Care

FAQs

Disability and Financial Public Assistance

Legal Plan

Overview

Benefits

Similarity to Health Insurance

Facts

FAQs

Additional Services

Overview

Durable Power of Attorney

Advance Health Care Directive

Deed Preparation and Recording

Homestead Declaration

Small Estate Affidavit

Traveling Notary Service

Identity Theft Protection

DocuBank

Overview

Accredited BBB Company

DocuBank
New Member Benefit: Manage and Control your Healthcare Decisions

Legal Plan
  1. What is the main attraction of a Legal Plan?
  2. Is having of a Legal Plan similar to having health insurance?
  3. Legal Plan Facts
  4. FAQs

Is having a Legal Plan similar to having Health Insurance?

Apart from the fact that ‘dues’ to belong to a Legal Plan are considerably less than health insurance ‘premiums’, there are some similarities.  Many health plans provide preventative medical services such as routine physicals and health screening at no additional cost or for small co-payment.  Similarly, a Legal Plan can provide preventative legal services at no additional cost.  For serious health care needs, you usually are not responsible for charges beyond a deductible and a co-payment of 20% or less.  With a Legal Plan, representation for serious or complex legal matters can be obtained at a 25% discount.

The Big Picture

Have you ever considered that doctors and lawyers provide two of the most expensive services most of us ever need? Have you considered where you would be without health insurance? It is almost unthinkable to go without this essential protection plan for our life and health. Think of a legal plan as a sort of a legal protection plan. Imagine that for only pennies a day, you can pick up the phone, speak to a pre-screened and qualified attorney if you have or might have a need for legal services, without fear of the cost. Imagine being able to work with dedicated and committed professionals including highly experienced attorneys to create your estate plan, form a corporation for your small business or an LLC to hold and protect your real estate investments, have an attorney review a legal document for you or educate you on your legal rights when threatened, or represent you in business or in court. Enjoy the peace of mind that comes with knowing that you have a legal protection plan, backed by people who care.

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This publication is designed to provide accurate information in regard to the subject matter covered.  It is not intended to be relied upon for legal, accounting, tax or other professional advice. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


 
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