Legal and Financial Consultations

Your free & confidential EAP benefit, provided by your employer, includes legal and financial consultations available at no cost to you and your eligible family members - 30 minutes per issue, with no limit on the number of issues.

Legal

Face-to-Face or Telephonic Consultations with an Attorney

Assistance with issues such as:

  • Immigration
  • Domestic/Family
  • Civil/Consumer
  • Real Estate
  • Landlord/Tenant
  • Criminal
  • Estate Planning
  • IRS Matters
  • Bankruptcy

24/7 Emergency Resources

Website Content Available

  • State-specific Fillable Legal Forms
  • Legal Library

Issues NOT covered by Legal Consultations:

  • Employee/Employer-related matters & other work-related issues
  • Malpractice

Additional services billed at 25% off. Employee or family member is responsible for cost of additional services.

Financial

Telephonic Consultations with salaried, credentialed Financial professionals who are prohibited from selling products or services.

Financial topics available for assistance:

  • Credit Counseling
  • Debt Management/Budgeting/Spending
  • Student Loans
  • Mortgages
  • College Funding
  • Retirement
  • Tax Planning
  • Hardship

Tax Services

Education (Budgeting, Tax, Housing, Retirement, Credit)

Online & Self-Help Tools

  • Calculators
  • Guides, Articles
  • Handouts

Additional coaching billed at $39.95/month. Tax Services billed at 25% off provider’s normal fees. Employee or family member is responsible for cost of additional services.