Welcome to program 1


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





We hope you enjoy the process going forward.