Westchester Putnam Teachers
Legal Services Fund
22 West First Street, Room 303
Mt. Vernon, New York 10550
WILL BENEFIT
Who is Eligible?
Any member and/or his/her spouse who wishes to execute a Will or have one reviewed or updated is covered by this benefit. In addition, the parent or parents, or parent(s)-inlaw, of a member who wishes to execute a Will or have one reviewed or updated is covered by this benefit.
What is the Benefit?
This benefit provides for the preparation and execution of a simple will (a will with no trust provisions) for you, your spouse (if agreeable to the member), your parent(s) or your parent(s)-in-law under the supervision of an attorney from the panel law firm. This benefit is provided without charge not more than once in every three (3) consecutive year period.
The Legal Services Fund makes this benefit available at no charge to the member, his/her spouse, parent(s) or parent(s)-in-law.
How is the Will Benefit Obtained?
To obtain the Will Benefit, simply contact your Local Organization to request an appointment. If both member and spouse desire a Will, mother and father, or mother- and father-in-law, it is recommended that they make an appointment together. At the time of the appointment, the appropriate forms will be completed with the assistance of an attorney from the panel law firm. A second appointment will be necessary for the execution (signing) of the completed will(s).
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Westchester Putnam Teachers Legal Services Fund 22 West First Street, Room 303Mt. Vernon, New York 10550 |
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February 2010
Re: Will Benefit – Expansion of Coverage to New Jersey
As you know, the Will Benefit, provided by the Westchester Putnam Teachers Legal Services Fund (“Legal Services Fund”) provides for the preparation and execution of a simple Will (a Will with no trust provisions), for the covered member and his/her spouse/domestic partner (if agreeable to the member) parents/parents-in-law, under the supervision of an attorney from the panel law firm.
We are pleased to announce that effective February 1, 2010 the Legal Services Fund will expand the geographic areas covered by the Will Benefit to ten northern counties in New Jersey (Bergen, Essex, Middlesex, Union, Hudson, Monmouth, Mercer, Somerset, Morris and Passaic).
To obtain the Will Benefit in the expanded covered area, simply contact your local organization to request an appointment with an attorney.
The Trustees of the Legal Services Fund take pride in providing enhancements to the Fund’s plan of benefits like the one described in this announcement and will continue to work to provide additional improvements for the Fund’s covered members.
Very truly yours,
Board of Trustees
Westchester Putnam Teachers
Legal Services Fund
