For Credit Unions

Why LegalFix Legal Plans?

Because Legal Problems Are Financial Problems

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A Benefit That Helps Members Where They Need It Most

Legal problems are financial problems. From housing disputes to family matters to identity theft, your members face these issues and often can't afford professional help. LegalFix gives them access on Day 1.

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A Benefit That Makes a Real Difference

Members value perks that save them money. LegalFix is a low-cost, high-impact addition to your loyalty program, helping members protect their finances by protecting their legal rights.

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Already-Drafted Legal Documents Protect Member Finances

Illustration of a woman at her desk thinking about financial issues, family matters, housing disputes, wills, and identity theft

Already-Drafted Legal Documents Empower Members

  • Wills
  • POA & Health
  • Family
  • Trusts
  • Deeds

A document the member can create on Day 1 outperforms a network attorney who never returns the phone call.

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What's Included

Hundreds of documents drafted for the member's state by attorneys, completed through guided questions, and explained provision by provision before anything is signed:

  • Wills, trusts, powers of attorney, and advance directives
  • Creditor, landlord, HOA, and neighbor disputes
  • Family law matters (custody, divorce, name change)
  • Identity theft affidavits and credit disputes
  • Deeds, leases, and real estate transfers

All members get:

  • Nearly 1,600 legal topics explained in plain language, and free access to every state and federal law
  • Household coverage that reaches the member's parents and the spouse's parents, in any state
  • Availability at any hour, with no request to submit, no callback to wait on, and no cost per document
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Why It Works for Credit Unions

  • Increases loyalty & retention
  • Enhances member satisfaction
  • Shows you care about members' total well-being, not just finances

When Legal Needs Arrive

Sooner or Later, Everyone Has One of These

And they arrive in the evening, on a weekend, or in the middle of the night.

Landlord and Tenant

A deposit withheld. A repair ignored. A notice on the door.

The documents

Repair demand · Security deposit demand · Response to an eviction notice · Lease and sublease

Family

A marriage, a separation, a change in who has the children.

The documents

Prenuptial agreement · Uncontested divorce petition · Parenting plan · Name change

Estate and Elder Care

A parent's diagnosis. A first child. A death in the family.

The documents

Will · Durable power of attorney · Health care directive · HIPAA authorization

Debt and Collections

A collector calling. A summons in the mail.

The documents

Answer to a debt collection suit · Debt validation letter · Cease-contact letter

Identity Theft

A card the member never opened. A credit line they never asked for.

The documents

FTC identity theft affidavit · Credit bureau disputes · Credit freeze requests

Real Estate

A closing, a transfer on death, a boundary line with a neighbor.

The documents

Deed · Transfer-on-death deed · Response to an HOA notice

Traffic

A ticket with a court date thirty days out.

The documents

Traffic ticket response, drafted for the court in the member's state

Contracts and Disputes

A contractor who stopped showing up. Work that went unpaid.

The documents

Demand letter · Services contract · Promissory note · Answer to a complaint

Every document is drafted for the member's state by attorneys. Availability varies by state.

LegalFix is open when the problem is.

Hundreds of documents drafted for the member's state, ready the day they enroll. Available at 10 p.m. on a Sunday, when they finally have a chance to deal with it, with no service request, no attorney approval, and no callback to wait on.

The problem arrives

On a Saturday, or at ten at night. Legal trouble does not schedule itself around a workday.

The institutions keep business hours

Courts, clerks, collectors, and law offices are open exactly when members are at work.

So it waits, or it gets handled at work

From the desk, within earshot of everyone else, or on a day off nobody learns the reason for.

The will that never got written gets written tonight.

At the member's own kitchen table, and updated the next time life changes.

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