Life & Legacy Planning Program
Resources

Green Estate Planning Binder (no logo)

Plain Green Binder-Outside

Gorgeous, 2.5″ green, brass edged binders embossed with "Estate Planning Portfolio" and including 17-Estate Planning Tabs. The tab categories are:
Introduction
Overview
Living Trust Agreement
Will
Nominations
Personal Information
Funding Instructions
Power of Attorney
Certification of Trust
Trustee Affidavit
Privacy Affidavit
Trust Assets
Health Care
Memorial Instructions
Property Agreements
Personal Effects
Other Documents

We bought in bulk to bring the cost down for you so you don’t have to buy a big number to get the lower pricing and still get great looking binders.

NOTE: Shipping charges are based on weight/# of binders ordered as shown here:
1-6 binders - $18
7-12 binders - $36
13-18 binders - $54
19-24 binders - $72
25-30 binders - $90
31+ binders - check with support for details

Binder Price: $30.00

Life & Legacy Planning Program Client Resource Package

LLPBC_Starter_kit-200x200

As you begin to attract and engage clients in the PFL way, you will require some basic tools to manage your documents (and impress your clients.) This client resource starter package includes all you’ll need to manage your first 3 clients seamlessly:
PRICE: $257 ($278 value)

  • 3 Pre-Meeting Packages, non customized ($105 value)
  • 9 PFL Branded Linen Folders ($23 value)
  • 3 Green Binders embossed with "Estate Planning Portfolio" (no logo) with Estate Planning tabs ($105 value)
  • 3 Flash Drives, 8GB ($45 value)

NOTE: (Life & Legacy Planning Program Members-In-Training receive an additional $50 discount using your code in your MemberHub site under Module 3.4 –What’s in an NLBM-Style Estate Plan – Homework Guide)

Price: $257.00

NOTE: We are currently waiting on a shipment of PFL branded USB Flash Drives. Any resource package orders will ship out Friday 12/4 but if you'd like your package to be sent without the PFL drives OR you are ok with substituting our FBL branded drives, reach out to [email protected] and let our staff know and we can ship right away. Thank you for your patience!

New Law Business Model Practice Planning Journal - Navy Blue

NLBM Journal - Navy Blue

Did you love the New Law Business Model Practice Planning Journal you received as part of your Life & Legacy Planning Program and you want to order more?

Here you can receive additional journals, with 80 lined blank sheets (160 pages) for ease of writing and includes pen loop and elastic band for marking your place. Size: 7" x 5" x 1/2"

Price: $10.00

New Law Business Model Journal - Gray

NLBM Journal - Gray

Did you love the New Law Business Model Practice Planning Journal you received as part of your Life & Legacy Planning Program and you want to order more?

Here you can receive additional journals, with 80 lined blank sheets (160 pages) for ease of writing and includes pen loop and elastic band for marking your place. Size: 7" x 5" x 1/2"

Price: $10.00