Estate Protection Plan Benefits
Your
employer has chosen to enroll in our Estate
Protection Plan (EPP)
program as a "Financial & Estate Wellness" benefit for you
and your family.
 Through
your employer, you may have a number of benefits packages, which may
include a qualified retirement plan, stock options, life insurance,
health insurance, disability insurance and/or other benefits. To
maximize the tax and non-tax purposes of these benefits, it is crucial
that they be carefully coordinated with your Life & Estate Plan.
Such a plan typically includes proper beneficiary designations for life
insurance and retirement plans, custom-drafted will and trust documents,
powers of attorney for financial and health care matters, and a living
will for certain "end of life" decisions.
Your
Benefits
We are pleased to offer our Life & Estate Planning services at a
discount to you and your family members. These benefits to you include:
- A complimentary
one-hour confidential consultation at our office to
discuss personal Life & Estate Planning concerns and evaluate
your options;
- A 10
percent discount on our Life & Estate Planning
services -- extended to you and your family members (e.g., parents,
siblings, in-laws, children, etc.);
- Access to members'
website;
-
Monthly electronic
newsletter (e-newsletter) with valuable information and
benefit updates.
- Additionally,
we will from time-to-time offer informative workshops
on a variety of Life & Estate Planning issues. These workshops
may be offered on-site at your workplace or at an off-site location.
Please check this Web site or with your Human
Resources department for details.
 Accessing
Your Benefits
- Employee
Employees should each receive a membership kit, along
with a member-card and instructions from your Human Resources
department. This kit will include valuable information about your
benefits and how to access them. Any time that you need additional
assistance, however, please feel free to call our office at
(415) 357-2087 and simply identify yourself and your employer.
- Employee
Family Members
Your family members do not need to have membership
cards in order to access your EPP benefits. Simply give them our
telephone number and we will be happy to enroll them as your
"guest." Or invite them to visit us at http://epp.tierneywatsonhealy.com
where they can sign up online.
Scheduling
Your Initial Consultation
Be sure to mention you are an EPP member when you call to schedule your
appointment.
About
Our Firm
We are committed to providing the
highest quality estate planning legal services for individuals,
families and businesses. Visit our firm Web site at www.TierneyWatsonHealy.com to learn more about us.
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