3 Tier Meeting Document – Customized for your practice

three-tier

This document is a great introduction for your potential clients. It will include why your firm is different, what to expect during their Family Wealth Planning Session, and how to prepare for the session. A must-have for your Pre-Meeting Packet.

Price: $150.00

Fee Schedule – Customized

pfl-fee-schedule

Creating a customized Fee Schedule will help ensure that you are open and honest with your potential clients about the cost of your services.

Price: $150.00

Family Financial Freedom Notebook

Family Financial Freedom Notebook

Make an impact with your new client giving them a place to keep all of their legal, insurance, financial and tax documents in one centralized notebook. The Family Financial Freedom Notebook is a 2” binder with pre-made tabs ready to organize all of your clients documents and make it easy to see what they need in place. The tabs included are:

Legal Documents
Insurance Information
Financial Statements
Tax Returns
Current Family Wealth Inventory
Kids Protection Plan
Long Term Care Plan
College Planning Information
Final Planning
Family Letters
Password Keeper

 

Order as many as you need.

 

Price: $18.00

LIFT Personal Business Records Binder

LIFT Personal Business Records Binder
The LIFT Personal Records Binder is more than just an organizer, it’s a learning tool as well. Once you (or your clients) go through it and gather your papers, you will know exactly where the holes are in your LIFT Foundation and how to fill them. This is a tool to feel confident about the stability and sustainability of your business.
 
With this binder you will know you have all of your important papers, policies and financial information right where you need it, when you need it.
 
Price is $200 each – not customized
Customization coming soon.

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

Personal Family Lawyer Will Planning Binder - 2"

PFL Binder

Gorgeous, 2″ green, deluxe turned edge Binders custom printed with the Personal Family Lawyer logo plus Will-based Planning tabs. The tab categories are:
Overview
Will
Personal Information
Power of Attorney
Health Care Documents
Memorial Instructions
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/custom 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: $34.50

Personal Family Lawyer Estate Planning Binder - 2.5"

PFL Binder

Gorgeous, 2.5″ green, deluxe turned edge Binders custom printed with the Personal Family Lawyer logo plus 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/custom 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: $39.50

PFL Branded Linen Folders (50)

faimily-wealth-kit

These beautiful high quality linen folders with the PFL logo can be used for your Pre-Meeting Package, Funding Toolkit or Kids Protection Plan documents. Quantity 50

Price: $118.50

PFL Client Resource Package – Customized

PFL_3Starter_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 (customized exclusively for members) includes all you’ll need to manage your first 3 clients seamlessly:

3 Pre-Meeting Packages, customized ($400 value)
9 PFL Branded Linen Folders ($23 value)
3 PFL Branded Estate Planning Binders with EP Tabs ($105 value)
3 Flash Drives, 8GB ($45 value)

($573 value)

NOTE: (Platinum Members receive additional $100 discount – send purchase request to [email protected] for assistance with discount)

We will contact you to obtain photo and information so our designers can customize for you with your branding and info.

Price: $557.00

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!

Pre-Meeting Package For PFLs - Customized (10)

faimily-wealth-kit

Use this impressive Customized Pre-Meeting Package to wow your prospects before they ever meet with you. All documents are inserted in a beautiful, printed PFL Branded linen folder. Simply add your personalized cover letter and mail.

Pre-Meeting Package includes: PFL Branded linen folder, Customized 3 Tier Document and assessment forms, Bio, Agenda, Why You Might Not Want To Keep Your Appointment doc, Directions to Your Office, Testimonial doc, Social Proof Articles (if you have some referencing you), and a Customized Fee Schedule.

We will contact you to obtain photo and information so our designers can customize for you with your branding and info.

Price: $350.00

New Law Business Model Practice Planning Journal - Navy Blue

NLBM Journal - Navy Blue

Would you like to have a journal for all your New Law Business Model  notes and insights?

Here you can order a branded New Law Business Model Practice Planning Journal, 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 Practice Planning Journal - Gray

NLBM Journal - Gray

Would you like to have a journal for all your New Law Business Model notes and insights?

Here you can order a branded New Law Business Model Practice Planning Journal, 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