Together We Can Build A New Industry - LegacyShield · Builder which includes Shield LS0416.01PWFGC...
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Together We Can Build A New Industry
Transcript of Together We Can Build A New Industry - LegacyShield · Builder which includes Shield LS0416.01PWFGC...
Together We Can Build A New Industry
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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LS0416.01PWFGC
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 which includes Shield
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Shield
Sample Document
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www.legacyshield.com
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
Real Estate Forms
• Contract for Deed• Deed of Reconveyance• Deed of Trust• Land Contract• Mortgage Agreement• Offer to Purchase Real Estate • Quitclaim Deed• Real Estate Purchase Agreement • Satisfaction of Mortgage• Survivorship Deed• Warranty Deed
Sales Forms
• Bill of Sale• Complaint Letter• Invoice Form• Purchase Agreement• Purchase of Business Agreement• Purchase Order• Real Estate Purchase Agreement• Sales Agreement• Share Subscription• Warranty Deed
Service Forms
• Catering Service Agreement• Child Care Services Agreement• Cleaning Services Agreement• Computer Services Agreement • Consulting Agreement• Independent Contractor Agreement • Performance Contract• Service Agreement
Child Consent Forms
• Child Medical Consent• Child Travel Consent
Marriage & Separation
• Prenuptial Agreement• Separation Agreement• Cohabitation Agreement• Common Law Partner Agreement
Partnership and Joint Venture
• Assignment of Partnership Interest • Business Plan• Joint Venture Agreement• Notice of Withdrawal from
Partnership• Partnership Agreement• Partnership Amendment• Purchase of Business Agreement
Business and Corporate Forms
• Articles of Incorporation• Business Plan• Certificate of Incumbency• Confidentiality Agreement• Consent to Action Without Meeting • Consent to be Director and Officer • Corporate Bylaws• Directors’ Organizational Meeting• Directors’ Resolution• Florida Incorporation• Incorporators’ Organizational
Meeting• LLC Operating Agreement• Minute Book Rights of Inspection• Minutes of Directors’ Meeting• Minutes of Shareholders’ Meeting • Non-Disclosure Agreement• Purchase of Business Agreement• Share Purchase Agreement• Share Repurchase Agreement• Share Subscription• Shareholder Agreement• Shareholder Loan Agreement• Shareholder Proxy • Shareholders’ Organizational Meeting• Shareholder’s Appointment of
Representative• Shareholders’ Resolution• Texas Incorporation
Employment Forms
• Compensation Agreement• Confidentiality Agreement• Employee Evaluation• Employment Contract• Employee Privacy Policy• Employment Offer Letter• Employment Termination Letter• Employee Warning Letter• Non-Disclosure Agreement
Rental and Lease Forms
• Commercial Lease Agreement• Commercial Lease Application
• Commercial Sublease Agreement • Equipment Rental Agreement • Landlord’s Consent to Lease• Landlord’s Consent to Sublease • Lease Amendment• Lease Assignment Agreement• Offer to Lease• Personal Property Rental Agreement • Residential Rental Application • Residential Rental Inspection Report• Residential Rental/Lease Agreement • Residential Sublease Agreement• Roommate Agreement• Vehicle Leasing Agreement
Eviction Notices
Landlord• Notice of Lease Violation• Notice of Termination• Notice to Pay Rent or Quit• Notice to Quit• Notice of Rent IncreaseTenant • Notice of Intent to Vacate Premises • Notice to Repair
Loans, Debt, and IOUs
• Amortization Schedule• Demand Letter• Financial Statement (Personal) • Loan Agreement• Personal/Corporate Guarantee• Promissory Note• Release/Waiver Agreement• Shareholder Loan Agreement
Intellectual Property Forms
• Assignment of Trade Name• Cease & Desist Letter• Confidentiality Agreement• End User License Agreement (EULA)• Non-Disclosure Agreement• Trademark Assignment
Other Forms
• Affidavit• Amending Agreement• Assignment• Hold-Harmless (Indemnity)
Agreement • Letter of Intent• Medical Records Release• Memorandum of Understanding• Release/Waiver Agreement• Termination Agreement
DocumentsUnited States
LS111503
More than 75 Commonly Used Documents
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Stands Apart From The Competition:
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Decisions will be made, but by whom? Everyone has a legacy, most do not have a plan.
55% MORE THAN of adults die
without a will or estate plan <1/3 of all adults
have a will
50% of 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
ones 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
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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 only 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 own medical decisions in advance, relieving your family of this burden.
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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.
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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
LS0416.01PWFGC
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 ople Need
SM
LS0416.01PWFGC
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:
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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
Together We Can Build A New Industry
