Already have MetLife Legal Plans through your employer? Your benefits may help with estate planning. Before getting started, confirm your active coverage, the services included in your specific plan and the handling attorney’s participation.
At LaVelle Law Offices, we help individuals and families create California estate plans around their property, loved ones and wishes. When you contact our office, tell us that you have MetLife Legal Plans or that you received a referral through your plan.
Key Takeaways
- MetLife Legal Plans lists wills and estate planning among its services; your own plan determines the benefits available to you.
- Ask about individual documents and related tasks, including any trust or property work.
- Confirm attorney participation, availability and any separate costs before work begins.
- Bring your questions and existing documents to your consultation. You do not need every decision settled before asking for guidance.
Can You Use MetLife Legal Plans for Estate Planning?
MetLife identifies estate planning as one of the legal needs its plans can address. Your eligibility and governing plan documents determine whether particular services are included. Review your benefits or contact the plan before assuming a complete estate plan is covered.
Check the exact name of your benefit. MetLife Legal Plans and MetLife life insurance are different products. Some life insurance benefits include separate digital estate planning services, which can have different eligibility rules from legal plan attorney services.
Use MetLife’s official legal plans information to find plan resources. For advice about your estate planning needs, speak with an attorney.
Which Estate Planning Services Should You Ask About?
A consultation can help you identify the documents and work appropriate for your circumstances. Ask your plan about coverage for:
- A will: including instructions for certain property and nominations of people to carry out important responsibilities.
- A revocable living trust: including whether preparation, amendments or replacement documents are included.
- A financial power of attorney: addressing who may act on your behalf for financial matters.
- An advance healthcare directive: addressing healthcare decision-making and preferences.
- Related tasks: such as reviewing existing documents, preparing deeds or providing guidance about transferring appropriate assets to a trust.
These are items to discuss, rather than a promise that your plan covers every service. Learn more about LaVelle’s estate planning services and living trusts.
How to Get Started With LaVelle Law Offices
1. Check Your Current Benefits
Confirm that your coverage is active and ask whether your plan requires any steps before selecting an attorney. If you already received a referral or case reference, have that information available when speaking with the office.
2. Tell Us Which Legal Plan You Have
Contact LaVelle Law Offices and explain that you have MetLife Legal Plans. Tell us whether you need a new estate plan, have existing documents to review or have a specific concern. Confirm participation and availability for the attorney who would handle your matter.
3. Prepare a Short Planning Checklist
Make a list of your property and accounts, existing wills or trusts, family considerations and the people you may want to name in your documents. Write down your questions, including anything you are unsure how to decide.
4. Clarify the Scope and Any Additional Costs
Before proceeding, understand which work is included and what could involve a separate charge. For homeowners, ask about deed preparation, recording expenses and assistance transferring appropriate assets to a trust. Ask separately about services for a spouse or other family member.
Estate Planning Near Oakland, Pleasanton and Other California Offices
LaVelle has offices in Oakland, Pleasanton, Stockton, San Jose, San Francisco, Sacramento and San Diego. Visit our California office directory and ask about appointment options at your preferred location. Legal plan participation must be confirmed for the handling attorney and matter.
Frequently Asked Questions About MetLife Estate Planning
1. Does MetLife Legal Plans Cover a Living Trust?
Check your specific benefits. Do not assume that every trust, amendment, deed or related task is included simply because your plan lists estate planning. Ask about the exact services you need.
2. Can I Contact LaVelle if MetLife Referred Me?
Yes. Tell our office that you received a MetLife Legal Plans referral and describe your planning needs. Confirm current attorney participation, availability and the scope of your benefits before relying on coverage.
3. Will There Be Costs Beyond My Plan Benefit
There may be costs for work or expenses outside your coverage. MetLife lists filing fees, costs and fines among its general exclusions. Ask for a clear explanation of any separate charges before authorizing work.
4. What if I Have MetLife Life Insurance Instead of a Legal Plan?
Check which estate planning benefit, if any, your policy includes. Digital document benefits and legal plan attorney services can have different terms. Having a MetLife life insurance policy does not by itself establish eligibility for legal plan attorney services.
Discuss Your Estate Plan With LaVelle Law Offices
Ready to address the estate planning questions you have been putting off? Request a consultation with LaVelle Law Offices or call (510) 393-2083. Mention your MetLife Legal Plans benefit or referral when you contact us.
Sources: MetLife Legal Plans and MetLife estate planning benefits.
This article provides general information, not legal advice. Benefits depend on your governing plan documents. Contacting the firm does not create an attorney-client relationship. MetLife is a separate organization from LaVelle Law Offices.
