Estate Planning/Trusts

An Estate Plan is essential for everyone. It gives you peace of mind knowing your affairs are in order and the comfort of knowing you’ve provided for your family. Failing to establish a well-thought out Estate Plan could cost your family thousands of dollars and force them to suffer through years of probate.

Our “Getting Started Kit” will walk you through the steps of protecting your loved ones and your assets. To request your kit, call Development & Marketing Director, Marlene Casillas, at (323) 259-5217 or email mcasillas@lafra.org.

Click here for information on free educational seminars.

Member Benefits

The Relief is proud to offer a one-time reimbursement of up to $600 for our members or surviving spouses to help you get your estate plan completed. To qualify, send a copy of the receipt or statement showing you paid for these services along with your member name, address and phone number to Member Services Specialist, Maria Rodriguez, via email: mrodriguez@lafra.org; by fax (323) 259-5297 or mail to:

Los Angeles Firemen’s Relief Association
Estate Planning Benefit Request
Attn: Member Services
P.O. Box 41903
Los Angeles, CA 90041

The Relief now also offers a supplemental service to members in good standing. Starting July 1, 2015, members can submit a request for a one-year financial advancement of up to $1,200 for the exclusive use of trust preparation. Members must:

  • Execute the trust on or after July 1, 2015; this service is not applicable to trusts prepared or services received prior
  • Pay back the Relief Association within one year via:
    • payroll or pension check deductions
    • increments determined by amount received
    • members may pay off balance in full early via check or credit card
  • Fill out the application for the Trust Preparation Financial Advancement (click here for the form with instructions) and submit it along with an invoice showing the date, name and address of the estate planning professional as well as the members name and amount due. Submit the application to Member Services Specialist, Maria Rodriguez, via email: mrodriguez@lafra.org; by fax (323) 259-5297 or mail to:

Los Angeles Firemen’s Relief Association
Trust Preparation Financial Advancement Request
Attn: Member Services
P.O. Box 41903
Los Angeles, CA 90041

Estate planning professionals recommend you review your trust every five years, as tax laws, assets and your circumstances may change. Therefore, members may submit a request for the Trust Preparation Financial Advancement multiple times, if needed.

This service is in addition to the one-time $600 Estate Planning Reimbursement Benefit all members already receive. It is intended to encourage members to have an estate plan to protect your loved ones, ensure your assets are distributed the way you wish and ensure your well-being and care is handled appropriately should you ever become incapacitated.

Eternal Flame Society
The kind and generous people who remember the Widows, Orphans & Disabled Firemen’s Fund in their estate plans are a special group. They’re visionary and uncommonly dedicated. We invite you to join these committed supporters and become an Eternal Flame Society member by including a donation in your will or trust.

Examples of Planned Gift Arrangements include:

  • Bequest through a will
  • Gift through a living trust or other non-charitable trust
  • Gift of Life Insurance
  • Beneficiary Designation in retirement plans, Life & Accident Benefit or Death Benefit.
  • Remainder interest in a personal residence or property

Planned gift techniques such as these may enable you to make a significant contribution to help those in need, while also allowing you to achieve your own financial and estate planning goals.

Click here to learn more about setting up a planned gift with content provided by The Stelter Company for Relief Members and their families.

 

Back to Top