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.

Price: $25.00

NOTE: Demand has been high recently and we are currently awaiting another shipment. Any orders placed will be shipped approximately 4/17/2020. We apologize for any inconvenience!

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: Demand has been high recently and we are currently awaiting another shipment. Any orders placed will be shipped approximately 4/17/2020. We apologize for any inconvenience!