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LegalShield Covered Services <br /> Tax Audit and Collection Services <br /> This service covers advice, consultation and representation of the covered person when notified in writing by any <br /> federal, state,or local taxing authority of an audit, investigation, or exam of his or her tax return. These services <br /> include a written request to appear at the offices of a federal, state, or local taxing authority about his or her <br /> tax return. Garnishments, attachments, appeals, or any other post judgment relief actions are not covered. Trust <br /> returns, business or corporate tax returns, payroll and related returns are not covered. Charges of tax fraud or <br /> income tax evasion are not covered. This service does not include prosecuting a claim for the return of overpaid <br /> taxes or the preparing of any tax returns. <br /> Will and Estate Planning <br /> Executor Appointment <br /> This service covers, advice, consultation and document review for the covered person when they have been <br /> appointed Executor as the estate of a deceased person. Document review is limited to the Last Will and <br /> Testament of the deceased. <br /> Living Will or Physician's Directive <br /> A Directive to Physician or Living Will can be prepared for the covered person. <br /> Power of Attorneys <br /> This service covers a Power of Attorney for any Covered Person who are the principal. A Durable Power of <br /> Attorney is included in this service. <br /> Probate <br /> This service covers advice, consultation and review of documents for the probate of a Will. To receive this <br /> service the covered person must be the named executor. Advice, consultation and document review is also <br /> provided for all covered persons concerning beneficiary rights, funeral arrangement documents, debt collection <br /> and other related estate matters. In accordance with applicable law and court rules,the provider law firm <br /> will provide coverage for probate matters at a 250/0 discount. All fees, court costs and the retainer fee is the <br /> responsibility of the covered person. <br /> Trusts <br /> This service covers advice,consultation, preparation, and review of documents related to a revocable or <br /> irrevocable living trust in which the covered persons are the settlor.This service also covers special needs trusts <br /> for the participant or spouse's dependent children. This service does not include tax advice,financial planning, <br /> estate tax planning or services associated with funding a trust after it's created. <br /> io <br />