Small Business Legal Plan Planmember Guidebook

Index | Section 1 | Section 2 | Section 3 | Section 4 | Section 5

Part One - Section 2
FREE ATTORNEY PROVIDED SERVICES

The following services are available at no charge from your plan attorney. Please read this section carefully. 

A. During normal business hours, you may call your plan attorney with any new legal matter (30 minute free initial consultation per new matter). A new legal matter is one about which you have never spoken to the attorney before. Your attorney will listen to your problem, advise you about your legal rights, and help you find a solution to your problem. In some cases further legal advice may be unnecessary. If not, you may be advised on how to solve your problem by yourself. If further representation is necessary, then you and your attorney will decide the next step. You may be responsible for long distance toll charges for telephone calls made by your attorney to you or on your behalf. 

B. Before you sign on the dotted line, bring your independent legal documents to your plan attorney for review. Legal documents include: loan agreements, leases, commercial real estate contracts, business agreements, etc. Your plan attorney will review up to 5 documents, up to 10 pages in length each, per month at no charge. Additional pages may be reviewed or the entire document may be rewritten at the hourly rate of $89. plus costs. Documents that are part of an on going case or require extended legal service are not included in this section. 

C. Phone Calls and Letters often help resolve legal matters. Your plan attorney will make 2 free phone calls per month and draft 3 letters per month on any new legal matter (1 free call or letter per new matter). Follow up calls and letters for each matter will be billed at the discounted hourly rate of $89. 

D. In-Person Consultations initially for any new legal problem are available at no cost (30 minute limitation per new legal matter). When further meetings concerning the same matter are necessary, your attorney will inform you that additional charges will accrue at a rate of no more than the guaranteed hourly rate. 

E. Registered Agent - Your plan attorney will act as registered agent for your business in the state which you are incorporated. A participating attorney in another state will serve as registered agent in other states where your business may be registered. All state registration and filing fees are additional.

F. Collection Letters will be prepared by your attorney at no cost to you. Up to 10 initial (first time) letters per month for new matters will be provided. Follow up calls and letters will be at either the hourly rate or on a contingency fee basis at the Legal Club discounted rate. You and your attorney will decide which rate plan is best for you. 

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