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