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Using The Plan ¦ Free Services ¦ Guarantee ¦ Definitions ¦ Exclusions |
Using The Plan All your legal needs, new or old, can now be attended to. Due to the volume of clients that we refer to our participating attorneys, these attorneys have agreed to abide by the discounted fee schedule and provide the free services described in this guide book to our members. If you encounter any problems accessing these services, please contact our member service center for assistance or reassignment if necessary. YOUR PLAN ATTORNEY When a new legal problem arises, call your participating attorney during normal business hours. His or her name and number are on your welcome letter. All participating attorneys are pre-qualified, licensed and registered to practice law in your state. They will be there to assist you with your legal problem. Only participating attorneys are obligated to provide our plan members with our low discounted fees. Personal and family legal situations are eligible for these fees. Many of the attorneys may agree to handle business matters for you; however, the Legal Only plan rates do not apply to these problems. You should consider adding the BusinessPLUS plan if business matters arise. You have been assigned an attorney based upon your geographic location, language preference and specific legal need (if given). If you wish to use another attorney in the network, simply contact member services so they can refer you to another participating attorney. Attorneys are listed by location, area of practice and foreign language capability. There are participating attorneys available to handle your problems in almost every area of the law. These include: Family Law, Personal Injury, Criminal Law, Real Estate, Wills and Trusts, Estate Planning, Traffic and D.U.I. related offenses, Incorporation, Workers Compensation, Employment Law, Social Security Law, Landlord/Tenant, immigration, and other legal matters. Many of the participating attorneys either speak foreign languages or have translators available for clients requesting this service. CALLING FOR LEGAL ADVICE Please be sure to have your membership number handy when calling your plan attorney for the first time. You must notify the attorneys receptionist that you are a Company member and give your membership number. You will then be required to give a brief description of your legal situation so the attorney with the expertise required for your problem can receive your call. You and your attorney will then decide whether a face to face consultation is necessary. This is a personal decision between you and your attorney and may differ with each new legal situation. Your initial in-person consultation for new legal matters is a members privilege with no additional charge. After the initial visit, your cost will never exceed the published rates outlined in this plan member guide. You and your attorney will discuss which payment option is applicable to your personal legal situation. Please refer to Section 3. You will pay your attorney directly for any legal expenses you may incur in accordance with this guide. Each attorney may have different payment plans, available, please ask your attorney for their specific requirements. Attorneys may charge a retainer fee at the discounted rates. CONFIDENTIALITY You can rest assured that all of your legal matters are guaranteed to be exclusively between you and your plan attorney. We will not interfere in any way with the attorney/client relationship that you have established. Participating attorneys are obligated by their States Professional Code of Ethics to maintain the utmost confidentiality in their attorney/client relations. For quality control purposes, you, as a plan member, agree that participating attorneys may furnish the the Company with anonymous information concerning billing, area of practice, and time spent. This statistical information allows us to make sure that you are receiving the full benefit from your membership. FAMILY ELIGIBILITY Upon enrollment, you become a plan member of the Company. Your immediate family may utilize your plan privileges in the same capacity. Immediate family members include your significant other and any unmarried dependent children who are under 23 years of age. Individuals that are living with you and are categorically dependent upon you for support are also included. These individuals include mentally challenged individuals or court appointed dependents. Unless requested by you as administrator or executor, services to an individuals estate are not available at plan rates.
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