| Welcome to program 1 |
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Building your lifestyle action plan |
PROGRAM 1 - BUILDING A STRONG FOUNDATION |
| INTRODUCTION | ACHIEVEMENT TIME | |||
| By completing this initial programme, you would have achieved the following: 1 - Activated your strategy email planning sequence. 2 - Started working on your defined goals and aspirations. 3 - Set-up your LegalTech foundation. 4 - Placed your information in a secure location so that everything is manageable. 5 - Drafted the most immediate legal documents 6 - Linked your key contacts to your LegalTech vault 7 - Strategically recorded your immediate financial information and records. |
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| BEGIN LEVEL 1 - ROADMAP OPT-IN | ACHIEVEMENT TIME | |||
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Welcome letter | On sign-up | ||
| ADVANCE TO LEVEL 2 - LEGALTECH VAULT | ACHIEVEMENT TIME | |||
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Why we built this community | 15 Min | ||
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Get your vault foundation started | 20 Min | ||
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Record your existing information | 10 - 30 Min | ||
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Capture all your records | 10 - 45 Min | ||
| ADVANCE TO LEVEL 3 - FOUNDATION PLAN | ACHIEVEMENT TIME | |||
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How to get support | 5 Min | ||
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Link your Executor, Financial Advisor and other key contacts to your vault | 10 - 45 Min | ||
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Save your existing financial, estate and heritage quotes and letters | 20 Min | ||
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Understand the basic legal documents | 20 Min | ||
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Drafting your basic legal documents | 20 Min | ||
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Register for your business agency | 20 Min | ||
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Get a stealth wealth bank account | 20 Min | ||
| FIDUCIARY - SPECIAL SERVICES | ACHIEVEMENT TIME | |||
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Member group benefits & services | Official use only | ||
| Acceptance letter | ||||
| Legal documents | ||||
| Business agency agreement | ||||
| Legal & Estate Plan agreement | ||||
| Debt collection documentation | ||||
| myICE service & card | ||||
| Family heritage archive document | ||||
| Agency documents | ||||
| ADVANCE TO LEVEL 4 - LEGAL PLAN | ACHIEVEMENT TIME | |||
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Check your existing legal will knowledge | 15 Min | ||
| END OF PROGRAM 1 | ACHIEVEMENT TIME | |||
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Completion congratulations! | No timeline | ||
| END OF PROGRAM 1 | ||||
We hope you enjoy the process going forward.
