Metlife; Will Preparation Services FAQ

This service, offered through MetLife Legal Plans, fully covers attorney fees by a Network Attorney for preparing or updating a will, living will or power of attorney.

You are eligible for this service if you are enrolled in MetLife’s Supplemental Term Life, Group Universal Life or Group Variable Universal Life coverage. As a life policyholder, your spouse/domestic partner also has access to this service.

• Preparing and updating wills, including complex wills and codicils, living wills and powers of attorney for both you and your spouse/ domestic partner.1 • In-person or telephone consultations with a participating plan attorney in a private and supportive environment. • Unlimited access to prepare or update a will for as long as you continue to participate in a MetLife Group Life Plan. Advantages include: • Convenient access to a local attorney. • Extensive network of more than 17,500 participating plan attorneys. • Professional Client Service Center to assist you in locating an attorney.

Yes. Assistance with ancillary documents such as all living wills, codicils, testamentary trusts and powers of attorney are included with this service. Exclusions: There is an additional fee associated with living trusts and tax planning needs. The participating plan attorney can provide guidance on living trusts and how to approach tax issues related to a will. The attorney will provide a written fee statement detailing any associated costs in advance of providing these services.

No. Covered services are available at no additional cost to you with your MetLife Group Life Plan. There will be no claim forms or co-payments to file - fees are included in your plan and the attorney handles all the paperwork. If you ask the attorney to provide additional work that is not fully covered under this service, the attorney will provide a written fee statement detailing any associated costs in advance of providing the service.

Simply contact a Client Services representative to get started. • Call MetLife Legal Plans’ toll-free number at 1-800-821-6400. • Provide your company name, customer number (if available) and the last 4 digits of the life policy holder’s Social Security number. The Client Services representative will assign you a case number and help you locate a participating plan attorney near you.

No. As long as you are an active participant in a MetLife Group Plan, you can meet with a participating plan attorney as often as you deem necessary to keep your will up-to-date.

It’s good practice to review your will every 5 to 10 years with an attorney and it’s especially important to review a will whenever a life-changing event occurs such as marriage, divorce, birth of a child, etc.

Yes. You can choose to use an out-of-network attorney if needed. When using an out-of-network attorney, you will receive reimbursement for covered services based on a set fee schedule.2 However, you will be responsible for any attorney fees that exceed the reimbursed amount.

Wills can vary in complexity, but can generally be produced in approximately a week. The attorney will take as much time as needed to work with you to meet your needs.

Yes. Network Attorneys have access to translation services and some attorneys have alternate language abilities.

No. You and your spouse/domestic partner can prepare separate wills with a participating plan attorney.

Yes. The MetLife Legal Plans Network Attorney will provide the original will to you upon its completion. The attorney will provide advice on how to properly store the will, but it is your responsibility to store the will in a safe place.

MetLife Legal Plans carefully screens and manages its network of participating plan attorneys on a regular basis. If you are dissatisfied with the service provided by a participating plan attorney, you can notify MetLife Legal Plans and they will work with you to resolve any issues to your satisfaction.

The managing attorneys at a firm are required to have a minimum of eight of years experience to be in the network and must adhere to a "code of excellence."