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bENEFITS

OF FAMILY LEADERS

CONTENT

Library of legal guides, checklists, illustrations, videos, course materials. legal terms in plain English, full lexicon, and more.

Office Hours

Weekly sessions with an attorney, other Family Leaders. and other advisors.

Contingent Asset Protection Plan

Step-by-step implementation of a plan to transfer assets into an asset protection trust on a trigger event in the future. The legal document necessary to ensure the plan is executed correctly is included.

Community

The Family Leader HUB includes direct messaging, a Facebook-like feed, video and photo library, and meetings via Zoom embed,

Monthly Meetings

Special presentations monthly with discussion.