Together We Can Build A New Industry Disclaimer LegacyShield SM and [PDF]

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Together We Can Build A New Industry

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Disclaimer

LegacyShieldSM and its agents and representa3ves do not give tax or legal advice. This material and the concepts presented here are for informa3onal purposes only and should not be construed as tax or legal advice. Any tax and/or legal advice you may require or rely on regarding this material should be based on your par3cular circumstances and should be obtained from an independent professional advisor. Discussions of the various planning strategies and issues are based on our understanding of the applicable federal income, giB, and estate tax laws in effect at the 3me of publica3on. However, tax laws are subject to interpreta3on and change, and there is no guarantee that the relevant tax authori3es will accept LegacyShield’sSM interpreta3ons. Addi3onally, this material does not consider the impact of applicable state laws upon clients and prospects. Although care is taken in preparing this material and presen3ng it accurately, LegacyShieldSM disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it. This informa3on is current as of March 2016.

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My Secure Vault

Legal Documents Birth/Marriage Certificates Insurance Policies

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Life Administration

Digital Photo Access Financial & Bank Accounts Online Account Access

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My Wishes

Resting Place Services Special Wishes

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Family Stories Traditions Recipes

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Event Driven Sharing Options Triggered by Notifier and Authenticator (e.g. Death)

What makes

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Secure and permission based sharing set on events and time driven triggers.

Simple Will Living Trust Deed Advance Directive Power of Attorney Medical Power of Attorney Values

Document Creation

The Complete Package

Builder Builder which includes Shield Shield

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Shield

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Sample Document

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Wills & Power of Attorney

Codicil
Deed
Health Care Directive
Last Will and Testament
Living Will
Medical Power of Attorney
Power of Attorney
Revocation of Power of Attorney
Revocable Living Trust

Ofger to Purchase Real Estate Real Estate Purchase Agreement Real Estate Purchase Agreement Certifjcate of Incumbency Confjdentiality Agreement Consent to be Director and Offjcer Confjdentiality Agreement Employee Evaluation Employment Contract Employee Privacy Policy Employment Ofger Letter Employment Termination Letter Employee Warning Letter Equipment Rental Agreement Ofger to Lease Confjdentiality Agreement End User License Agreement (EULA) Affjdavit Memorandum of Understanding

55%

MORE THAN

f adults die

without a will or estate plan

<1/3

f all adults

have a will

50%

f families with

children do not have a will

>135,000,000

North Americans do not have an up to date plan

MORE THAN

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Failure to Plan is Expensive

Courts Evaporation Probate Costs Taxes Family Conflict

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You have the Power to Solve these problems

Reduce

Reduce probate costs and taxes

Eliminate

Eliminate unclaimed property issues

Arrange

Arrange guardianship for minor children

Provide

Provide loved

nes with legal

ability to act on your behalf if incapacitated

Protect

Protect family relationships by reducing confusion and conflict

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Solutions Most People Need

10 10

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10 Solutions Most People Need

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Simple Will

10 Solutions Most People Need

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Simple Will

Helps ensure that your property goes to the person you choose.

10 Solutions Most People Need

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Simple Will Simple Will

10 Solutions Most People Need

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Simple Will Simple Will

Allows you to name a legal guardian to protect your children.

10 Solutions Most People Need

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Simple Will Simple Will Living Trust

10 Solutions Most People Need

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Simple Will Simple Will Living Trust

Helps avoid the probate process that can cost tens of thousands of dollars.

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed

Allows you to fund your living trust with real estate. A living trust can

nly control assets that are titled

in the name of the living trust.

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed Advance Directive

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed Advance Directive

Allows you to make your

wn medical decisions in

advance, relieving your family of this burden.

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed Advance Directive Power Of Attorney

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed Advance Directive Power Of Attorney

Gives a trusted person authority to manage your accounts and your finances if your unable.

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed Advance Directive Power Of Attorney Medical Power Of Attorney

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed Advance Directive Power Of Attorney Medical Power Of Attorney

Gives a trusted person authority to make medical decisions on your behalf when you are no longer able to so.

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed Advance Directive Power Of Attorney Medical Power Of Attorney Safe Place

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed Advance Directive Power Of Attorney Medical Power Of Attorney Safe Place

Is needed to keep your documents, instructions and final wishes so family knows what to do.

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed Advance Directive Power Of Attorney Medical Power Of Attorney Values Safe Place

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed Advance Directive Power Of Attorney Medical Power Of Attorney Values Safe Place

To your children and grandchildren.

10 Solutions Most People Need

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Simple Will Simple Will Living Trust Deed Advance Directive Power Of Attorney Medical Power Of Attorney Values Safe Place

10 Solutions Most Pe

ple Need

SM

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Simple Will Simple Will Living Trust Deed Advance Directive Power Of Attorney Medical Power Of Attorney Values Safe Place

10 Solutions Most People Need

SM

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Shield + Unlimited Access to over 100 Legal Documents

$499.95

Product Overview

Sharing Information

$49.95

4 Pillars

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Client Pricing

Year 1: $499.95 Year 2+ Options: Builder Shield Only

$12.95/mo

$4.95/mo

Year 1: $49.95 Year 2+ Options:

$49.95/yr $4.95/mo

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Disclaimer

LegacyShieldSM and its agents and representa3ves do not give tax or legal advice. This material and the concepts presented here are for informa3onal purposes only and should not be construed as tax or legal advice. Any tax and/or legal advice you may require or rely on regarding this material should be based on your par3cular circumstances and should be obtained from an independent professional advisor. Discussions of the various planning strategies and issues are based on our understanding of the applicable federal income, giB, and estate tax laws in effect at the 3me of publica3on. However, tax laws are subject to interpreta3on and change, and there is no guarantee that the relevant tax authori3es will accept LegacyShield’sSM interpreta3ons. Addi3onally, this material does not consider the impact of applicable state laws upon clients and prospects. Although care is taken in preparing this material and presen3ng it accurately, LegacyShieldSM disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it. This informa3on is current as of March 2016.

LS0416.01PWFGC

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