| Welcome to program 1 |
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In pursuit of financial freedom |
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 sequency. 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 - ROAD MAP 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 | 3 days | ||
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Get your vault foundation started | 3 days | ||
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Record your existing information | 3 days | ||
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Capture all your records | 1 week | ||
| ADVANCE TO LEVEL 3 - LEGALTECH FOUNDATION | ACHIEVEMENT TIME | |||
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How to get support | 3 days | ||
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Link your Executor, Financial Advisor and other key contacts to your vault | 1 week | ||
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Save your existing financial, estate and heritage quotes and letters | 1 week | ||
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Understand first responder solutions | 1 day | ||
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Set-up your FREE emergency notification (myICE) solution | 3 days | ||
| ADVANCE TO LEVEL 4 - ESTATE PLAN | ACHIEVEMENT TIME | |||
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Make a start with your estate planning | 1 week | ||
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Estate assessment and action plan | 2 weeks | ||
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Retrieve your assessment feedback | 1 week | ||
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Complete your guardian information | 3 days | ||
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Record your funeral arrangements and information | 3 days | ||
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Record your executors information | 3 days | ||
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Capture some of your auxiliary information | 1 week | ||
| ADVANCE TO LEVEL 5 - LEGAL PLAN | ACHIEVEMENT TIME | |||
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Understanding the legal will | 3 days | ||
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Learn about our FREE attorney assisted legal will service | 1 week | ||
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Prepare the most important legal documents for FREE LEGAL | 1 week | ||
| END - KNOWLEDGE TEST | ACHIEVEMENT TIME | |||
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Test your legal will knowledge! | 1 week | ||
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Email – Congratulations! | |||
| END OF PROGRAM 1 | ||||
We hope you enjoy the process going forward.
