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How To Use LegalShield

Parker • Stanbury LLP encourages each member to utilize their membership benefits when they are faced with a legal issue. We have found the utilization of their benefits results not only in the resolution of most matters, but also the realization of the value of being a LegalShield member. Once you have used your membership you will remain a member for life.

To better serve your legal needs we offer the following suggestions on the use of the LegalShield contract:

  1. Read your contract completely and understand the benefits it provides. If you don't understand the contract, then contact the sales associate who sold you the plan, or contact LegalShield Member Services Department at (800) 654-7757.

  2. If you are faced with a legal matter, call as soon as possible. We have found the sooner you seek legal assistance the greater likelihood of us being able to resolve your problem, especially under your free benefits(Benefit 1). If you have a pending date or deadline, we need as much time as possible in order to assist you. If you wait too long, we may not be able to provide you with help.LegalShield Logo

  3. The member who has the legal matter must be the person who calls our firm. We will not speak to any third party, including the sales associate, on behalf of a member. We must speak with the member to protect the legal principle of "attorney-client privilege", which operates to strictly protect the privacy of clients. This exists only when the consultation is between the member and the attorney. Should a third party intercede in that consultation, the privilege will no longer exist. In addition, in providing an accurate and complete consultation it is essential to obtain all the facts and information concerning that legal issue. It is imperative that the attorney have the ability to ask questions and obtain information that the member may not know is important. We also want to be assured that the member obtain our advice and recommendations directly so that there is no miscommunication or misunderstanding. This allows the member to hear it directly from the attorney and be able to act accordingly.

  4. When calling your provider firm, please use the specially reserved LegalShield phone lines for faster service.

    English - (800) 526-8585

    Los Angeles area - (213) 955-0001

    Spanish - (800) 493-7964

    These telephone numbers are staffed by our experienced customer service representatives. These are the only telephone numbers to be used by LegalShield members. The use of other telephone numbers will only delay our ability to provide you with efficient service.

    When you call, one of our customer service representatives will ask for your name and membership number. This will allow us to access your membership file and create a file for your legal matter. The customer service representative will ask for a brief description of your legal matter so that the appropriate attorney will be assigned the matter. The customer service representative will also ask the name of the adverse party so we can check to make sure that there is no conflict of interest in our firm providing you with legal service. All of this information is protected by the attorney-client privilege since you are speaking to an employee of this firm.

  5. One of the benefits provided under Benefit 1 is the preparation of your Will. We recommend that all members have a Will so that their testamentary wishes be honored and your estate be given to the persons you so desire. Without a written Will the law in the State of California will direct where your estate will go.

    If you would like your Will prepared by this firm, please fill out the Will questionnaire that has been provided to you in your membership package. Each member who requests a Will must fill out a separate Will questionnaire. Under Benefit 1 the named member's Will is free, and there is a fee of $20.00 for any dependent's Will. When the dependent sends in the Will questionnaire it must be accompanied with a check in the amount of $20.00 made payable to Parker • Stanbury LLP. Discussing details with client

    Once the Will is completed and fully executed by the member it should be placed in a safe location such as a safety deposit box. It should not be returned to this firm. We also recommend that a detailed list of your assets be prepared and kept with the Will to assist the executor in locating all of your assets. This list should be updated on a regular basis to add or eliminate any assets.

  6. If it is determined that a document needs to be sent to your provider firm for review, it can be sent through the mail or faxed in California to the number provided by the attorney or (213) 955-0018. Please only send copies of these documents as all original documents should remain in your possession.

  7. We have found that a great majority of our members' legal matters are resolved under Benefit 1 with a telephone consultation and a letter or telephone call on behalf of the member. However, there are occasions when further legal assistance is required for the member. We have established a statewide network of attorneys to whom we refer members to assist them with their legal matters under Benefit 5 of the plan at a 25% discounted rate. These referral attorneys will continue to assist the member towards the ultimate resolution of their matter.

Again, we thank you for becoming a member of LegalShield. When you have a legal problem, please contact us for assistance. We look forward to serving you as members, and believe that you are a part of the finest legal protection plan in existence.

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