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Protect Your Wealth & Health

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Presentation on theme: "Protect Your Wealth & Health"— Presentation transcript:

1 Protect Your Wealth & Health

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4 Step 6: Preserve Your Wealth
Premium Estate Planning Package with Probate Avoidance Will (including trusts for children/grandchildren) Probate Avoidance Living Trust (includes a guide for funding your Living Trust) Power of Attorney Medical Power of Attorney Living Will/Advance Directives HIPAA Authorization LifeVault Access to national network of estate planning attorneys Spouse included at no additional cost Thank you, Charlsey! Now let’s discuss your partnership with NetLaw. SMART guide provides interview type input Comprehensive product that generates the essential state compliant documents most needed No hidden fees- one price covers you and your spouse Cloud based LifeVault allows you to update and access documents anywhere anytime Fees:   From there, your client will pay $8 per month beginning in month 13, to maintain the ability to have unlimited changes and document storage. This is an optional fee. The client does not have to continue to pay after the first year if the client does not wish to continue the service. However, the client will still have access to documents in their vault, but will no longer have the ability to make changes or add new documents to the vault. We offer a 60 day grace period. There is no cost to reinstate during the first 60 days after your account is inactive. Between 3 to 6 months, there is a $79 reinstatement fee and then $8 per month thereafter to keep the account active. Over 6 months, there is a $250 reinstatement fee and then $8 per month thereafter to keep the account active.

5 NetLaw will donate 5% of all September BOGO profits to the
Red Cross to help those affected by Hurricane Harvey

6 Protect Your Information from Disaster

7 Common Problems After a Disaster
Long-term health problems - PTSD and Depression - Stress from loss of possessions - Stress from loss of job/livelihood Illness - Communicable disease due to lack of clean water Death - 1,833 people died as a result of Hurricane Katrina

8 Common Problems After a Disaster
Financial Effects - Infrastructure Destruction - Business Disruption - Commodity Effect and Scarcity

9 Replacing Lost or Damaged Documents
Birth/Death Certificates Driver’s License Passports and Green Cards Food Stamp Cards Bank Checks, ATM/Debit Cards, or Safe Deposit Boxes Savings Bonds

10 Replacing Lost or Damaged Documents
Credit Cards Social Security Cards Medicare Cards Tax Returns Military Records Vehicle Titles Insurance Policies

11 IRS Tips for Deducting Losses from a Disaster
Casualty Loss for sudden, unexpected or unusual events, such as natural disasters (hurricanes, tornadoes, floods, earthquakes, fire, accidents, thefts or vandalism). If you insure your property, you must file a timely claim for reimbursement of your loss or you cannot deduct the loss as a casualty or theft.

12 Helping those in need. American Red Cross Relief
Donate to local food banks Diaper donations

13 Helping those in need. Humane Society The SPCA of Texas Wishlist
The SPCA of Texas Wishlist Austin TX Humane Society Wishlist - Houston TX Humane Society Wishlist - San Antonio Humane Society Wishlist

14 Helping those in need. Houston TX Humane Society Wishlist
San Antonio Humane Society Wishlist It has been estimated that about 600K companion animals died as a result of Hurricane Katrina (animal-ethics.org)

15 Organize your life! Estate Planning Documents Birth/Death Certificates
Deeds Insurance Policies Account Statements Photos Passports Pet/Veterinary Records List of Emergency Resources and phone numbers Organize your life!

16 NetLaw will donate 5% of all September BOGO profits to the
Red Cross to help those affected by Hurricane Harvey

17 NetLaw exists to help people protect their family, their health and their legacy with easy online estate planning.


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