INTRODUCTION |
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ACHIEVEMENT TIME |
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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 |
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ACHIEVEMENT TIME |
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Welcome letter |
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On sign-up |
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ADVANCE TO LEVEL 2 - LEGALTECH VAULT |
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ACHIEVEMENT TIME |
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Why we built this community |
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15 Min |
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Get your vault foundation started |
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20 Min |
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ADVANCE TO LEVEL 3 - FOUNDATION PLAN |
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ACHIEVEMENT TIME |
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How to get support |
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5 Min |
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Link your Executor, Financial Advisor and other key contacts to your vault |
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10 - 45 Min |
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FIDUCIARY - SPECIAL SERVICES |
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ACHIEVEMENT TIME |
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Member group benefits & services |
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Official use only |
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Acceptance letter |
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Legal documents |
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Legal & Estate Plan agreement |
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myICE service & card |
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ADVANCE TO LEVEL 4 - LEGAL PLAN |
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ACHIEVEMENT TIME |
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Check your existing legal will knowledge |
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15 Min |
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END OF PROGRAM 1 |
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ACHIEVEMENT TIME |
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Completion congratulations! |
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No timeline |
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END OF PROGRAM 1 |