
Take Life One Step at a Time.
There are key events in life when having a law firm in your corner isn’t just a good idea, it’s a necessity. Throughout these specific life stages, we all encounter situations where access to a law firm would be beneficial. From getting married to end of life preparations, you can rest easier knowing your legal rights are protected no matter what stage of life you are in.
| Covered Persons | Member / Spouse |
| Advice & Consultation | ✔ |
| Letters / Phone Calls | ✔ |
| Document Review1 | 15 pages per document |
| Last Will & Testament | Once / person / membership |
| Durable Power of Attorney | Once / person / membership |
| Living Will / Physician’s Directive | Once / person / membership |
| Revocable Living Trust | ✘ |
| Simplified Probate or Summary Estate Administration (Within state laws. 180-day waiting period) | ✘ |
| Residential Loan Document Services | ✘ |
| Tenant Lease Assistance | ✘ |
| Uncontested Separation / Annulment or Divorce | ✘ |
| Uncontested Minor Adoption (180 day waiting period) | ✘ |
| Prenuptial or Post-Nuptial (180 day waiting period) | ✘ |
| Uncontested Name Change (180 day waiting period) | ✔ |
| Traffic Ticket Assistance – Moving Violations ($79 fee for court appearance) | 1 / person / annually In-state only 90-day waiting period |
| Defense of Criminal Charges (Motor Vehicle) | ✘ |
| Driver’s License Reinstatement | ✘ |
| Property Damage Claim (Motor Vehicle) | ✘ |
| Civil Trial Defense | See schedule of hours |
| IRS Audit-Related Legal Services | ✘ |
| E-Signatures | ✔ |
| Online Notarization | One per membership year |
| MEMBERPerks | ✔ |
| 24/7 Emergency Access (For covered emergencies) | ✔ |
| Discounted Legal Services (To the standard hourly rate) | 15% |
| Covered Persons | Member / Spouse / Eligible Dependents |
| Advice & Consultation | ✔ |
| Letters / Phone Calls | ✔ |
| Document Review1 | 25 pages per document |
| Last Will & Testament | Includes annual updates |
| Durable Power of Attorney | Includes annual updates |
| Living Will / Physician’s Directive | Includes annual updates |
| Revocable Living Trust | ✘ |
| Simplified Probate or Summary Estate Administration (Within state laws 180-day waiting period) | ✘ |
| Residential Loan Document Services | ✔ |
| Tenant Lease Assistance | ✔ |
| Uncontested Separation / Annulment or Divorce | Member only 180-day waiting period |
| Uncontested Minor Adoption (180-day waiting period) | Member and spouse only |
| Prenuptial or Post-Nuptial (180-day waiting period) | Member only If allowed in state |
| Uncontested Name Change | ✔ |
| Traffic Ticket Assistance- Moving Violations ($79 fee for court appearance) | 2 / person / annually 10-day waiting period |
| Defense of Criminal Charges (Motor Vehicle) | ✘ |
| Driver’s License Reinstatement | 1 hours / occurrence |
| Property Damage Claim (Motor Vehicle) | 1 hours / occurrence |
| Civil Trial Defense | See schedule of hours |
| IRS Audit-Related Legal Services | Consultation / Representation Trial Time See schedule of hours |
| E-Signatures | ✔ |
| Online Notarization | Five per membership year |
| MEMBERPerks | ✔ |
| 24/7 Emergency Access (For covered emergencies) | ✔ |
| Discounted Legal Services (To the standard hourly rate) | 25% |
| Covered Persons | Member / Spouse / Eligible Dependents |
| Advice & Consultation | ✔ |
| Letters / Phone Calls1 | ✔ |
| Document Review1 | 35 pages per document |
| Last Will & Testament | Includes annual updates |
| Durable Power of Attorney | Includes annual updates |
| Living Will / Physician’s Directive | Includes annual updates |
| Revocable Living Trust | $250 each / Preparation / Annual updates Member & spouse |
| Simplified Probate or Summary Estate Administration (Within state laws. 180-day waiting period) | Member and spouse estate only. Will must have been prepared by the Provider Law Firm. Any costs are not covered. |
| Residential Loan Document Services | ✔ |
| Tenant Lease Assistance | ✔ |
| Uncontested Separation / Annulment or Divorce | Member only 180-day waiting period |
| Uncontested Minor Adoption (180-day waiting period) | Member and spouse only |
| Prenuptial or Post-Nuptial (180-day waiting period) | Member only If allowed in state |
| Uncontested Name Change (180-day waiting period) | ✔ |
| Traffic Ticket Assistance – Moving Violations ($79 fee for court appearance) | 3 / person / annually 10-day waiting period |
| Defense of Criminal Charges (Motor Vehicle) | 10-day waiting period |
| Driver’s License Reinstatement | 2 hours / Occurrence |
| Property Damage Claim (Motor Vehicle) | 2 hours / Occurrence |
| Civil Trial Defense | See schedule of hours |
| IRS Audit-Related Legal Services | Consultation / Representation Trial Time See Schedule of hours |
| E-Signatures | ✔ |
| Online Notarization | Unlimited |
| MEMBERPerks | ✔ |
| 24/7 Emergency Access (For covered emergencies) | ✔ |
| Discounted Legal Service (To the standard hourly rate) | 25% |
1Half of your available number of services can be used for out-of-state matters with Small Business Plus and your total allotment of services can be used for out-of-state
matters with Small Business Pro.
2Filing fees, search fees, opinion letters, or other expenses will be paid by the Member.
3Receive up to 25 hours for Small Business Plus (“Plus”) and 50 hours for Small Business Pro (“Pro”) from a provider attorney in the event of an IRS audit, investigation or
examination of the Member’s federal tax return. This service includes one initial hour of consultation and advice within the first 30 days of receiving notification from the
IRS. Beginning on the 31st day, a provider attorney provides 2.5 hours (Plus) or 5 hours (Pro) of representation or negotiation services prior to a lawsuit. If the Member is
sued by the IRS, or after paying the disputed tax the Member sues the IRS, 21.5 hours (Plus) or 44 hours (Pro) of trial time or services are available. Coverage for IRS legal
services begins with a tax return filed in the same year as the Effective Date of the membership.
425% discount off the provider attorney’s hourly rate for business legal work. This discount does not apply to legal services rendered pursuant to the designated consultations
benefit, contingency fee cases or fees set by a court.
*Services, hours or discounts vary depending on plan selected. See a contract for specific details.