LEGAL SERVICES

The Wealth Coaches

Personal, Business & Trustee Legal Services

Asset Pro

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.

How to Register for Legal Services

  1. Click on the Get a Membership button at the button of any item.

  2. Pick your desired language and Country from the drop-down list.

  3. Select Customer Enrollment.

  4. Scroll down the product list to Legal Services to select one of the four options as suitable for you. 

  • Individual - $17.95/mo

  • Family - $19.95/mo

  • Business - $39.95/mo

  • Family and Business - $49.95/mo

Simply complete the rest of the subscription form, enter your payment details, and follow the rest of the instructions. You will receive an email confirmation and further details to help you get started. 

Individual Plan Details

$17.95/mo

Expected and unexpected legal issues arise every day, but with the Individual Plan offered through Tranont, you can access advice and counsel on a number of personal legal issues from Legal Providers with many years experience.

The following provides a general overview of what our Individual Legal Plan offers you.

Who does the individual legal plan cover?

  • The member who is unmarried and has no dependents or children.

Advice and Consultation

Consultations

  • Toll-free phone consultations with your Legal Provider for any personal legal matter excluding pre-existing conditions.

Telephone Calls & Letters

  • One or more phone calls or letters on a Legal Provider’s letterhead can help you get the results you need.

Contract and Document Review

  • Your Legal Provider will review up to twenty (20) documents in a year and up to six (6) in any month. Documents may be up to fifteen (15) consecutive pages each.

  • You must be named as a contracting party on personal legal documents to be reviewed. Legal documents do not include documents prepared for a court proceeding.

Debt Collection Letters

  • Up to five separate initial collection letters per month.

Defense Services

  • Consultation if you are named defendant or respondent in a Civil or Small Claims suit.

  • Drafting of all Small Claims Court Pleadings (filing fees are not included).

  • Consultation for Summary Criminal Offences.

  • Will review suits brought against you and give you counsel on how to proceed. Does not include in court representation.

  • Certain exceptions and exclusions may apply.

Additional Services

  • Record Suspension (Pardon Services).

  • U.S. Waivers.

Estate Preparation

The following Estate Planning Service described in this section is available immediately after Effective Date.

 

Estate Planning Application

  • Exclusive to Tranont Canada Associates and Customers. This is a unique Estate Planning Documentation App that makes it easy to catalog your home inventory and identify all of your assets and heirlooms. Transfer the data content from this app to a USB provided and submit to your lawyer to execute your Will effortlessly.

    Will and Power of Attorney fees not included.

Provincial Offences

 

Motor Vehicle Services

  • Available 15 days after enrollment.

  • Moving violation assistance.

  • Parking infractions.

  • Certain exceptions and exclusions may apply.

Additional Benefits

 

Preferred Member Discount

  • Up to 25% off additional legal services. You may continue to use your Legal Provider can refer you to a Lawyer for legal situations that extend beyond plan coverage. The additional services could be up to 25% off the law firm’s standard hourly rates. Your Legal Provider will let you know when the 25% discount applies, and go over these fees with you.

Additional Upgrades and Exclusions

 

Additional Information:

  • Legal Provider may be prevented by ethical rules from presenting a claim, defense, or legal position that the law firm believes to be frivolous or without merit. It is up to the Legal Provider’s professional judgment as to whether or not your claim, defense or legal position may prevail in court or is frivolous or without merit. Emergency services are subject to conditions imposed by the detaining/questioning authority. Situations involving business-related matters are not covered by this membership. Fines, court costs, filing fees, ad litem fees, penalties, expert witness fees, bonds, bail bonds and any out-of- pocket expense are not covered by this membership. Any person or entity who initiates or participates in a lawsuit against the Company or any of its subsidiaries or affiliates, or is named as a defendant or respondent in a lawsuit initiated by the Company or any of its subsidiaries or affiliates, shall be specifically excluded from receiving any of the legal services provided by the membership, during the pendency of such lawsuit or until its resolution. Matters, issues, consultations, actions, proceedings, or disputes between a member and the Legal Provider or the member and the Company are excluded from this membership. Any matter which the Legal Provider determines is resolved or has been raised an unreasonable number of times without substantial change of circumstance will no longer be serviced under the membership. Any matters which are covered by any insurance policy are excluded from coverage. Charge of tax fraud or income tax evasions are excluded.

 

Motor Vehicle Services:

  • You are responsible for any fines and court costs. Pre-existing conditions, charges of DUI/DWI related matters, drug related matters, hit-and-run related charges, issues involving commercial vehicles and unmeritorious cases are excluded. Traffic tickets must be submitted to the Legal Provider at least five working days prior to the appearance date to receive Motor Vehicle Related Services.

 

Defense Services:

  • Defense Services are limited to advice and counsel, and does not include court room appearances, which may be obtained at up to a 25% discount rate.

Family Plan Details

$19.95/mo

Expected and unexpected legal issues arise every day, but with a Family Plan offered through Tranont Canada, you can access advice and counsel on an unlimited amount of personal legal issues from an experienced Legal Provider.

The following provides a general overview of what our Legal Plan offers you and your family.

Who the Family Legal Plan Covers

  • The member.

  • The member’s spouse.

  • Never-married dependent children of the member or member’s spouse, under 26 years of age who are permanent residents of the member’s household or full-time students.

  • Dependent children under age 18 for whom the member or member’s spouse is legal guardian.

  • Any dependent child, regardless of age, who is physically disabled or mentally incapacitated and unable to make legally binding decisions, unable to be employed, 51% or more financially dependent upon the member and member’s spouse and lives at home with the member or member’s spouse.

  • Spouse shall mean any person who the member is legally married to and/or cohabitating with.

Advice and Consultation

 

Advice

  • Toll-free phone consultations with your Legal Provider for any personal legal matter, excluding pre-existing conditions.

 

Letters and Phone Calls on Your Behalf

  • A phone call or letter on an Legal Provider’s letterhead can help you get the results you need.

  • Available at the discretion of your Legal Provider.

 

Contract and Document Review

  • Your Legal Provider will review up to twenty (20) documents in a year and up to six (6) documents in any month. Documents may be up to fifteen (15) consecutive pages each.

  • You must be named as a contracting party on personal legal documents to be reviewed.

 

Defense Services

  • Consultation if you or your spouse are named defendant or respondent in a covered Civil or Small Claims suit.

  • Drafting of all Small Claims Court Pleadings (filing fees are not included).

  • Will review suits brought against you, and give you counsel on how to proceed. Does not include in court representation or filing Pleadings.

 

Additional Services

  • Record Suspension (Pardon Services).

  • U.S. Waivers.

Document Preparation

 

The following Estate Planning Services described in this section become available immediately after Effective Date.

Estate Planning Application

  • Exclusive to Tranont Canada Associates and Customers. This is a unique Estate Planning Documentation App that makes it easy to catalog your home inventory and identify all of your assets and heirlooms. Transfer the data content from this app to a USB provided and submit to your lawyer to execute your Will effortlessly.

    Will and Power of Attorney fees not included.

Provincial Offences

 

Motor Vehicle Services

  • Available 15 days after enrollment.

  • Moving violation assistance.

  • Parking infractions.

  • Certain exceptions and exclusions may apply.

Business Plan Details

$39.95/mo

Advice and Consultation

 

Legal Consultation

  • Telephone consultation on unlimited matters concerning your business; with up to 1 hour of legal research per matter. (Number of matters at attorney discretion. Matters covered under the Designated Consultation benefit are not covered under this benefit).

 

Correspondence (letters and calls)

  • Available at the discretion of your Legal Provider. 20 per year, calls or letters with 1 follow up per subject matter (up to 6 in any month).

 

Designated Consultation

  • Three telephone consultations per year arranged by your Provider Lawyer – each consisting of up to one-half hour for the following legal matters:

    • Securities

    • Patents

    • Copyrights

    • Antitrust

    • Immigration

    • Import/export or customs matters

    • Issues arising outside your state, within U.S.

    • Commodities

    • Trademarks

    • Admiralty

    • International Law

    • Tax

    • Intellectual Property

Document Preparation

  • Drafting of all Small Claims Court Pleadings (filing fees are not included).

Document and Contract Review

  • (Up to 15 pages each) Up to 20 contracts/documents per year (up to 6 in any month) One out-of- state document review per year.

Debt Collection Letters

  • Up to five separate initial collection letters per month.

 

Eligibility

  • For profit business.

  • Not publicly traded.

  • Must have 10 or fewer employees.

  • Non-profit or associations are not eligible.

Additional Benefits

Preferred Discount

  • Up to 25% off additional legal services, litigation representation and other legal work within your business state is available at up to a 25% discount from the Lawyer’s corporate hourly rate. Your Legal Provider will let you know when the discount applies and go over these fees with you. In some cases, a retainer fee may also be required before representation begins; and a separate engagement agreement with the Legal Provider will be required. The following are covered only under your discount:

  • Claims or charges relating to workers compensation, inquiries or actions by a government agency, bankruptcy or alcohol, drugs, substance abuse, chemical abuse or dependency.

  • Litigation, regardless of the filing date of the lawsuit.

  • Garnishment, attachment, or any other post judgment relief action.

  • Any claim or charge where the business has access to an insurance policy.

Additional Information

 

The member shall designate, in writing, up to two spokespersons to communicate with the Legal Provider. These spokespersons must have the ability to bind the member. It is up to the Legal Provider’s professional judgment as to whether or not your claim, defense or legal position will prevail in court or is frivolous/without merit. This is a general overview of your legal plan coverage for illustration purposes only. See a plan contract for complete terms, coverage, amounts, conditions and exclusions here. Please note, class actions, interventions or amicus curiae filings in which you are a party or potential party are not covered by the plan.

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Testimonials

  • 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!"

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