Welcome to program 1


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.
       
BEGIN LEVEL 1 - ROADMAP OPT-IN   ACHIEVEMENT TIME
       
Welcome letter   On sign-up
       
ADVANCE TO LEVEL 2 - LEGALTECH VAULT   ACHIEVEMENT TIME
       
Why we built this community   15 Min
Get your vault foundation started   20 Min
Record your existing information   10 - 30 Min
Capture all your records   10 - 45 Min
       
ADVANCE TO LEVEL 3 - FOUNDATION PLAN   ACHIEVEMENT TIME
       
How to get support   5 Min
Link your Executor, Financial Advisor and other key contacts to your vault   10 - 45 Min
Save your existing financial, estate and heritage quotes and letters   20 Min
Understand the basic legal documents   20 Min
Drafting your basic legal documents   20 Min
Register for your business agency   20 Min
Get a stealth wealth bank account   20 Min
       
FIDUCIARY - SPECIAL SERVICES   ACHIEVEMENT TIME
       
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
       
Check your existing legal will knowledge   15 Min
       
END OF PROGRAM 1   ACHIEVEMENT TIME
       
Completion congratulations!   No timeline
       
END OF PROGRAM 1





We hope you enjoy the process going forward.