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The Legal and Financial Program is an optional program which is available for a nominal additional charge.
Purpose: To provide employees and family members with legal referrals to top rated attorneys and financial professionals in their area.
Use: After one of our EAP professionals conducts a comprehensive assessment, to determine if
there are other issues in addition to legal and financial, the counselor will refer the employee or family member to this service. The client will be provided with the name, address and telephone number of an attorney or financial professional located nearest to the employee or family member.
Each client is entitled to one free thirty-minute consultation for up to three separate legal matters per year. If the client decides to retain the attorney after the consultation, the attorney will reduce the normal hourly rate by 25%.
Legal matters may include:
- Civil Issues
- Consumer Matters
- Personal/Family
- Business
- Real Estate
- Estates and Wills
- Criminal
There are also contracted package rates that are between 25-50% off the normal rate for legal services such as estate planning, financial planning and consumer credit counseling.
Tax Preparation Service
As an EAP member with this program, employees can also have their tax returns prepared by phone by a licensed CPA for a lower rate than most commercial services charge. Costs vary according to the complexity of the return.
If a client has a financial issue, such as the need to declare bankruptcy or for financial planning, he or she may speak with a CPA for up to thirty minutes, free of charge.
Matters involving disputes or actions between employees and employers, the employee assistance program, or the legal and financial plan or its sponsors, agents or their officers, directors or employees are specifically excluded from eligibility of this plan.
