Members and family members are eligible to receive legal and financial consultation for an unlimited number of issues at no cost. 24/7 access is also available to a secured site for information, resources and personal documents.
Legal Services
Support is available for any legal need including:
- Document Preparation
- Civil/Consumer/Criminal Issues
- Domestic/Family Disputes
- Real Estate
- Landlord/Tenant
- Motor Vehicle
- Immigration
- Estate Planning
- Will Preparation
Services include initial assessment and phone consultation regarding the issue. If additional assistance is needed and the attorney is retained, the member or family member will receive a 25% discount on continued services.
Financial Services
Support is available for any financial need including:
- Referrals to CPAs, CFPs and
- Credit Counselors
- Credit Counseling
- Debt Management
- Retirement
- Lease/Purchase Issues
- College Funding
- Financial Planning
- Tax Preparation
Services include initial assessment and phone consultation regarding the issue. Members and family members receive 30-Day Financial Coaching and a 90-Day Financial Wellness Action Plan at no cost. If additional assistance is needed, financial coaching can continue for a monthly fee.
Document Preparation
Tools and resources are available for multiple legal and financial needs including:
- Will Preparation
- Complaint Letters
- Deeds
- Living Trusts
- Personal Service Agreements
- Home Financing
- Personal Financing
- Investment
- Retirement
- Leases
Services include Do It Yourself document preparation through the Online Legal and Financial Resource Center, as well as Document Assistance services at a reduced fee.
