Benefits Handbook

This service covers preparation of any affidavit in which you are the person making the statement.

This service covers the preparation of any deed for which you are either the grantor or grantee.

This service covers the preparation of letters that demand money, property or some other property interest, except an interest that is an excluded service as listed under Exclusions. It also covers mailing them to the addressee and forwarding and explaining any response to the participant. Negotiations and representation in litigation are not included. Some examples of a demand letter service include asking for repayment of a loan, asking a neighbor to stop a dog from barking or seeking return of a security deposit from a landlord.

This service covers the preparation of any mortgage or deed of trust for which you are the mortgagor. This service does not include documents pertaining to business, commercial or rental property. A mortgagor is the person who gives a mortgage in return for money to be repaid.

This service covers the preparation of any promissory note for which you are the payor or payee. The service does not include notes pertaining to business, commercial or rental property.

This service covers the review of any personal legal document, such as letters, leases or purchase agreements.

This service covers advice and consultation, preparation of affidavits and powers of attorney, review of any immigration documents and help preparing for hearings.

This service covers counseling the Participant over the phone or in the office on any personal issues relating to the Participant's parents as they affect the Participant. The service includes reviewing documents of the parents to advise the Participant on the effect on the Participant. The documents include Medicare or Medicaid materials, prescription plans, leases, nursing home agreements, powers of attorney, living wills and wills. The service also includes preparing deeds for the parents when the Participant is either the grantor or grantee; and preparing promissory notes for the parents when the Participant is the payor or payee.