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
       
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
       
FIDUCIARY - SPECIAL SERVICES   ACHIEVEMENT TIME
       
Member group benefits & services   Official use only
  Acceptance letter    
  Legal documents    
  Legal & Estate Plan agreement    
  myICE service & card    
       
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.