Personal, Business & Trustee Legal Services
The Wealth Coaches are pleased to announce that we have now formed a strategic partnership with legal services providers in Canada and the USA to help individuals, business owners, and Trustees on both sides of the border to save money on their legal advice. Many services are included for FREE within our no-term contract, low monthly membership subscription fee.
Our estate planning clients of AssetPro have a unique need for these valuable services. The Specialized Trust Strategy (STS) has many protective features to help clients with an estate plan. Much of the program set-up involves notarization of documents, powers of attorney, and other legal document reviews from time-to-time that would normally cost clients direct fees with a notary, lawyer, or paralegal. Our legal services program offers much of the needed legal services as part of a monthly subscription-based plan with no direct out-of-pocket expenses to the client.
Whether you are an individual, a business owner, or the Trustee of an estate planning trust, what do you have to lose by registering for a legal services membership, other than the excess legal fees you have been paying for all these years? We can help you put more money in your pocket from day one!
"We can now refer residential and business customers, as well as managing Trustees, to a North America-wide connected network of participating legal professionals to assist with all matters of law.
In most cases, we should be able to save typical consumers an average of $900 annually on their basic legal fees, all with BEST-IN-CLASS customer service."
This is a general overview of your legal plan coverage for illustration purposes only. The benefits described are available in all Canadian provinces. The USA options are similar but not listed here. Contact Us to learn more.
James Steele IV - www.AssetPro.ca: "As an estate planning specialist, our clients need access to first-rate legal advice and services such as document review and notarization, powers of attorney, wills, and legal representation. It is comforting to know that many of these services are covered within their monthly plan membership fee. It is a blessing to them and to me, which frees up my time and saves them on everyday legal fees. I simply refer to Tranont Legal and I know my clients will be well-looked-after anywhere in North America!"