Legal Coverage
Whether you become a client or not, we recommend and offer Legalshield. LegalShield is a legal services provider that offers subscription-based access to a network of attorneys for individuals, families, and businesses. For a monthly fee, members receive legal assistance without paying hourly rates.
š§¾ Core Benefits (Individual & Family Plans)
| ServiceĀ Ā | Description |
| Legal ConsultationĀ Ā Ā Ā Ā | Unlimited access to legal advice for personal matters (no hourly billing) |
| Document Review | Contracts and legal documents up to 15 pages reviewed by attorneys |
| Will, Living Will & Power of AttorneyĀ | Annual preparation or updates included |
| Traffic Violation Assistance | Defense for moving violations, including representation in court (varies by state) |
| Letters & Phone Calls on Your Behalf | Helps resolve issues with landlords, creditors, etc. |
| IRS Audit Support | Representation and help during an audit |
24/7 Emergency Access Legal support for covered emergencies (e.g., arrest or injury)
š¼ Small Business Plans (Critical for Entrepreneurs or Side-Gigs)
LegalShield for businesses includes:
- Contract and document review
- Debt collection letters
- Legal correspondence
- Business consultation
- Discounts on legal matters not fully covered
š Why Include LegalShield in a Financial Plan?
| Advantage | Financial Impact |
| Proactive Legal SupportĀ | Prevent costly legal mistakes in contracts or disputes |
| Estate Planning CoverageĀ | Included wills and powers of attorney save hundreds in legal fees |
| Business ProtectionĀ | Valuable for entrepreneursālegal guidance at a low fixed cost |
| Audit Representation | Mitigates unexpected tax legal expenses |
Budget-Friendly Fixed monthly cost (typically $24.95ā$49.95) allows for predictable planning
š Action Step
Recommendation: If you frequently deal with contracts, run a business, or want peace of mind around estate planning and legal representation, incorporating LegalShield as part of your financial protection strategy can be both smart and cost-effective.
