Family Legal + Tax Prep
Family Legal Plan
Real legal help for you and your family: free consultations, document reviews, wills, and more through your plan attorney.
Free legal services
Nine services available at no charge from your plan attorney.
- 1Initial phone consultations for each new matter, with no time limit.
- 2Initial face-to-face consultations for each new legal matter, with no time limit.
- 3Review of legal documents: up to six pages per document, with no limit on the number of new documents.
- 4A free Simple Will for you and your family, updated every year at no charge.
- 5A state-specific Living Will form online, which can be notarized by a Notary Public.
- 6Help representing yourself in small claims court.
- 7Help with government programs, such as immigration services and welfare.
- 8Letters written on your behalf when your attorney deems it appropriate (one per legal matter, no limit on new matters).
- 9Phone calls made on your behalf when your attorney deems it appropriate (one per legal matter, no limit on new matters).
In certain situations, attorney liability may require plan attorneys to ask for a retainer before providing some of the free legal services.
Deeply discounted legal services
Seven commonly used services at a one-time, deeply discounted fee.
| Legal service | Member rate | Non-member rate |
|---|---|---|
| Simple Will with Minor’s Trust | $300.00 | $580.00 |
| Chapter 7 Bankruptcy | $995.00 | $1,800.00 |
| Non-Payment of Court-Ordered Support | $1,250.00 | $3,000.00 |
| Uncontested Divorce | $750.00 | $1,500.00 |
| Small Business Incorporation | $750.00 | $2,000.00 |
| Residential Real Estate Document Review | $350.00 | $775.00 |
| Traffic Ticket Defense | $89.00 | $199.00 |
Beyond the included services
Reduced hourly rate
40% off the attorney’s normal hourly rate (minimum $125/hour) for care beyond the free and discounted services.
Contingency fee discount
10% off the state maximum rate or the attorney’s usual rate, whichever is lower.
Retainers
For extended legal care, plan attorneys may ask you for a retainer.
Free online legal forms
Download and complete state-specific, self-service forms to create legally valid documents.
- Last Will and Testament
- Bill of Sale
- Landlord/Tenant Agreements
- Leases
- Advance Health Care Directive / Living Will
- Power of Attorney
How to get started
- 1Join with Starter, All-in-One, or Family Legal + Tax Prep.
- 2You get a setup email with the link to create your legal plan account.
- 3Your account becomes active within 24 to 48 hours.
Benefits may vary by state. Terms and conditions apply.