Financial & Legal Consultations

Talk to a financial expert or legal consultant about your situation and find resources to meet your needs.

Financial and legal consultations and more are available through Work/Life, an additional resource that many organizations include as a part of their EAP benefits. Learn more about Work/Life.

Financial consultations

Through Work/Life, you can talk to a financial expert about your situation. Financial experts are available without an appointment during regular work hours, and by appointment on Saturdays. All consultations are free.

You can also access a library of financial articles, tip sheets, financial calculators, and other tools to answer your questions in the Work/Life portal.

This service covers:

  • Bankruptcy prevention
  • Budgeting
  • Comprehensive financial fitness
  • Credit report review
  • Debt reduction and management
  • Estate planning
  • Financial planning
  • Foreclosure prevention
  • Housing education and purchasing
  • Long-term goal setting

This doesn’t cover advice about specific financial services, comparison of financial services or products, or help filing taxes.

Legal consultations

Through Work/Life, you can talk to a legal consultant to decide which legal resources best meet your needs. You can then decide if you want to receive free legal advice from a general practice attorney or a free 30-minute consultation with a local attorney in our referral network.

You can also access an online will-maker and a library of do-it-yourself legal forms, including basic wills, legal articles, and tip sheets in the Work/Life portal.

This service covers:

  • Family law
  • Real estate and landlord issues
  • Bankruptcy
  • Adoption
  • Criminal
  • Elder care
  • Wills, trusts, and estate planning
  • Consumer issues

This doesn’t cover work-related issues, personal business, class action lawsuits, or tax-related issues.

Eligibility

You can only access these services if you work for an organization that includes Work/Life in their EAP benefits.

Note: Not all EAP organizations include Work/Life access. If you're not sure if yours does, contact your human resources office.

Access code

You need your organization's code to access Work/Life. Contact your human resources office or call 877-313-4455 for your code.