Tax, Finance, and Legal Assist

You rely on your money to help maintain a good life for you and your family. That’s why we’ll assist you with your legal and tax matters so that you get the expert advice you deserve.

Legal Assist

Legal Assist offers you the opportunity to speak to qualified attorneys who provide telephonic legal advice services for the following:

• Legal documentation, such as when buying or selling a home
• Leases
• Power of attorney agreements
• Wills and contracts
• Courtroom preparation
• Contractual law
• Legal representation referral

Tax and Finance Assist

Tax Assist's qualified and experienced experts provide telephonic guidance and information on taxation as well as finance-related matters. By using Tax Assist, you can make informed decisions about your financial status and be in the know on matters such as:

• How to complete your income tax return
• How to calculate taxes payable
• What are allowable deductions
• How best to plan for your retirement

All benefits are product dependent