Legal Insurance – Estate Planning Services

Estate planning services protect your assets and ensure that your healthcare and treatment wishes are met.

Estate planning involves accumulating and disposing of your assets so that they reach the intended beneficiaries, with little or no negative financial consequences. Legal insurance provides affordable access to the most common estate planning services including:

  • Leaving the greatest amount of your estate to your intended beneficiaries
  • Leaving specific items to specific people
  • Designating guardians or establishing trusts for minor children
  • Planning for incapacity
  • Paying the least amount of taxes
  • Avoiding or minimizing the probate process

Estate planning services to consider include: the preparation of a will, completion of a living trust, living will, power of attorney and any other advance directive documents you may want established. Will preparation and living trusts ensure that your estate is distributed according to your instructions. They can help minimize taxes, avoid probate, shield assets from creditors and designate assets for children and grandchildren.  Living wills and powers of attorney guarantee that your wishes are carried out if you are unable to communicate end-of-life treatment instructions on your own behalf.

It’s never too early to prepare an estate plan. Having one will provide the peace of mind that comes from knowing your wishes will be carried out as you intended.

Legal insurance helps get it done.

Estate planning can be complicated because there are many courses-of-action from which to choose. Your legal insurance plan provides access to a lawyer who offers estate planning services and can help execute your plans effectively.

  • If your employer offers a legal plan, you can visit our legal plan resource center to learn more about coverage available when you enroll. (Your employer can provide the password needed to access this site.) If you are unsure whether your employer offers a  legal plan, please contact your benefits or HR department to find out.
  • If you are already a member, access your legal plan to review coverage.
  • You may also call the Client Service Center at 800-821-6400 for more information on covered services.

Please note: Some matters, including employment-related matters, are excluded. View our terms of service.

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This article is intended to provide you with general information. This article is not intended to provide, and should not be relied upon for, legal advice. If you require legal advice, please consult with your own attorney.

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