Retirement and Estate Planning

 

CSEA wants you to be aware of the following important legal information and resources available to all members concerning retirement and estate planning:

 

CalPERS Power of Attorney

Make sure you filed a power of attorney with CalPERS to give someone authority to deal with your benefits if you get injured or ill…Learn More

CalPERS Beneficiaries

Make sure you keep CalPERS updated as to who should be your beneficiaries in the event of your death…Learn More  

Will Assistance for Emergency Responders

Many people would rather have a will than leave decisions about assets and guardians up to a court.  Many classified employees can prepare their own will without needing a lawyer. You also want to give a loved one a power of attorney and advanced healthcare directive in case you become too ill to make decisions for yourself. Standard forms and instructions on filling them out are at Will Assistance for Emergency Responders (WAFER) - Disaster Legal Assistance…Learn More

Preparing a Will

If you feel the need for a lawyer’s help in preparing a will, contact CSEA’s legal department for a referral to a law firm which has agreed to work for our members at discounted rates.

Additional Resources

The California Attorney General’s Office also offers the following resources: