The Estate is Part of Financial Planning Beneficiary Rights are Protected

stockfresh_1627257_estate-planning-word-cloud-concept_sizeS-300x300It is essential to provide employees with the type of benefits they can use. These services cannot just gather dust on a shelf but must be available to assist with everyday problems. For example, legal advice is something that employees can use. It doesn’t mean that employees are involved in complicated lawsuits. Instead, there are common concerns people need to address, and group legal plans can help. An example is the drafting of a simple will.


Thinking About the Future


The pandemic has caused people to think seriously about the state of their finances and about estate planning. Those who die without a will can force their survivors to spend months waiting for the probate court to decide how an estate will be settled. The delay can cause severe money problems for the beneficiaries and result in family bickering. Countrywide Pre-Paid Legal Services offers simple wills as one of its group legal plan benefits.


A simple will is not long or complicated. It is six pages at most, and that is sufficient. The content is critical. Those using online templates or trying to write a will as a DIY project risk severe consequences.


Countrywide Pre-Paid Legal Servies has a national network of experienced attorneys who assist group legal plan members. There is one in every community where there is a Countrywide client. Our lawyers are experts at solving common legal problems such as drafting a simple will.


High Quality is a Countrywide Trademark


A Countrywide attorney will sit down with a plan member in a COVID-safe environment. That legal professional will explain what language is required in the document. In addition, our attorneys will write letters on legal stationery and make telephone calls on behalf of the client. An exceptional service for the simple will benefit is an annual reminder. Anyone who has a will drafted by Countrywide will get a reminder about updating the document. The group legal plan member can then make revisions, change beneficiaries, or make other changes to reflect the present condition of the estate.


Our group legal plan is a comprehensive employee benefit. We have options such as legal document review that will permit a Countrywide attorney to review old and possibly outdated wills. The additional pre-paid legal services assistance we give is determined by what is allowed in the client’s plan.




The Client/Countrywide Relationship


We develop a partnership with a client organization that encourages communication and cooperation. Countrywide creates a pre-paid legal services benefit that helps all employees, and we do it with the input a prospective client will provide.


We know that not all our benefits fit the needs of an organization’s workforce. Therefore, we ask the prospective client to choose those services that must be in the final plan document. Countrywide will carefully explain all the benefits we provide and answer all the questions an organization’s decision-makers have. 


Those managers will then decide what services will be in the final plan. We include those in the benefit, and Countrywide handles the member services and the administration. We stay in continual communication with our clients, making sure that everything is in good order.


A Commitment to Caring


Relationships with plan members start from the very beginning. Folks can be nervous about legal matters and how to make a will. Our attorneys have a well-earned reputation for superior levels of emotional intelligence. They will listen to the needs of each plan member without judging or criticism. Patience is not just a virtue with us; it is a job requirement! An attorney must show evidence of good people skills, or that person will not work with us. 


 A simple will is a chore that we can perform, and the employee will appreciate it. Our other pre-paid legal services also make life easier. Would you like to know more about them? Please free to contact us at your convenience. We will answer your questions and answer all the questions you might have.