Once you retire, both estate planning needs and medical issues can cause legal matters to become increasingly complicated. That’s why the CCPOA Benefit Trust Fund offers the CCPOA Family Legal Plan for Retireds. This plan is administered by Caldwell Legal, U.S.A.
Retirement brings a whole new set of legal issues without reducing many of the old ones. You are now likely to need practical legal advice and assistance to protect your hard-earned assets, to effectively access government programs designed to protect seniors, or to establish a conservatorship for a loved one. You are also likely to need first-rate tax advice and solid information about affordable estate planning.
And since many Retireds start new careers or new businesses, we made sure you have available to you an outstanding business legal plan, so you can avoid costly mistakes and operate your business with confidence.
| Free Services | |
| Unlimited Telephone Advice On a wide variety of legal matters. |
Letters and Phone Calls Made on your behalf to third parties for simple matters. |
| Contract and Document Review Provided by your legal services office free of charge for simple matters, up to 10 pages. |
Toll-Free TaxHotline™ Unlimited advice on federal tax matters from qualified professionals. Free review of last year’s tax return. Also offers online written answers to written questions. |
| Will Preparation Single party will, including testamentary trust provisions for minor children provided, as needed. One will per year. Also provides a safe place to store your will. |
Archives, Life Records™ A comprehensive handbook to help you organize your important legal information and personal records. |
| Identity Theft Protection Kit Tips and strategies to protect and defend your financial reputation. |
Consumer Credit Guide Vital information to help understand, correct and improve your credit score and report. |
| Homestead Benefit Documents prepared free of charge for the primary residence of single or married members. No fractional interests. CA residents only. |
Agency Referrals Your Legal Service Office can assist you in reaching a solution by directing you to the appropriate private or government agency. Please see plan document for details, exclusions and limitations. |
| Caldwell Legal Adds New Features for CCPOA Members
FREE! CALDWELL MORTGAGE MELTDOWN SURVIVAL GUIDE™ along with advice, direction and assistance from an attorney at the caldwell legal service office. |
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FREE PREPARATION OF YOUR |
THE CALDWELL GUIDE TO CALIFORNIA FAMILY LAW™ |
| FREE UNCONTESTED DIVORCE* | NO NEED TO PURCHASE AN OUTSIDE LEGAL PLAN!The CCPOA BAsic Legal Plan is providedat NO COST to asll Active Members. |
| FREE ADVANCE HEALTH CARE DIRECTIVE* (LIVING WILL) *CA Residents Only | |
The Family Legal Plan also offers many reduced fee services, like a Durable Power of Attorney for Health Care for $25. There is also the Business Protector to aid the growing number of Retired Members who own a business.