Legal/Financial

Connecting employees and families with local attorneys and financial professionals

Our EAP professionals conduct comprehensive assessments to determine legal, financial needs, and then refer as needed to our financial and legal service.

Eligible legal matters include:

  • Civil or Criminal Issues

  • Consumer Matters

  • Personal/Family Business

  • Real Estate

  • Estates and Wills

  • Criminal

Additional Services

  • DIY Forms

  • Financial calculators

  • Financial counseling – budgeting assistance

  • Investments

  • Bankruptcy

  • Assistance with identity theft

Matters involving disputes or actions between employees and employers, the employee assistance program, or the legal and financial plan or its sponsors, agents or their officers, directors or employees are specifically excluded from eligibility of this plan.