Accomplishing your estate planning goals will probably require legal documents to get the job done correctly. These documents may include: a simple or complex will, a health care power of attorney, a financial power of attorney or a trust.
Catholic Financial Life encourages its members to start the process through our Estate Planning Benefit.
A member is eligible for a one-time reimbursement of $50 for the preparation of or updating of estate planning documents by an attorney.
Estate Planning Benefit Application
If you need further instructions or help, please contact the Member Engagement Department at 800-927-2547, ext. 6571.
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