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Amanda Vavak

Subscriber: Life & Legacy Planning Program
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  1. I wanted to make sure I understand NLBM fee schedule, get advise on my planned fee schedule. and get a couple questions I have about fees answered. 

     

    $2,000-$4,000 package includes the following documents: 

    a will that directs the probate court how the grantor wished their assets to be allocated 

    Advance Health Care Directives with specific instructions on clients medical wishes 

    Inventory of assets 

    Letters to health care director and person given power of attorney 

    Financial Power of Attorney 

    Kids Protection Plan if there are minor children 

     

    This package includes the following services 

    Creating the documents 

    Holding a will signing ceremony 

    Providing the client with the documents in a binder 

    Offer a deal to carry out the probate/if they become a member 

     

    This package should be recommended in the following situations:

    The clients assets are less then $250,000

    The clients is not concern with avoiding probate 

     

    $3,000-$5,000 package includes the following documents 

    Revocable Living Trust 

    Advance Health Care Directives with specific instructions on clients medical wishes 

    Inventory of Assets 

    Letters to health care director and person given power of attorney 

    Financial Power of Attorney 

    Kids protection plan if there are minor children 

     

    This package is recommended whenever a trust would be better for the client

     

    The price would be $4,000 if client says yes to one of the $1,000 questions and $5,000 if client says yes to both $1,000 questions. 

     

    The price would also increase every additional trust I would be making 

     

    $5,000-$7,000

     

    This package provides all the documents listed under the $3,000-$5,000 plan but the clients can choose to pay me an additional $2,000 to retitle assets. In other words you just add $2,000 to whatever you charge to make the plan. 

     

    I also have a question about the pricing of the first package. I understand from other forums that the price range is designed to reflect the two thousand dollar questions however with a will based plan those options are not available correct? If this is right where does the additional $2,000 come from? 

     

    Finally can you recommend a good membership price to charge? 

     

    @Lindsey Walker @Carly Karpovage @Ali Katz @Yaasha Sabba

    1. Show previous comments  3 more
    2. Lindsey Walker

      Lindsey Walker

      @Ali Katz this is a status update not a post and I just created a post for it here:

       

      @Amanda Vavak with creating a new thread, the content and input from our staff, mentors, and other community members can continue benefiting the learning experience for attorneys both now and in the future 🙂  We will continue to support you on that thread.

    3. Amanda Vavak

      Amanda Vavak

      @Lindsey Walker @Carly Karpovage @Ali Katz thank you for noticing this thread was not public and correcting the mistake. I thought I made the thread was public all along and don't know what happened on my end to make it private. 

    4. Carly Karpovage

      Carly Karpovage

      Hi Amanda, 

       

      Happy to review more in depth this afternoon, but I wanted to comment on the discount for your practice clients. This is really up to you!  You might choose to do the plan for free, or offer a 25-75% discount. 

       

      Keep in mind that you will take your practice clients through the entire plan, quote the fee's as is and then discount the plan based on the plan they choose. 

       

      If you would like to listen back to some coaching, head over to the 'Advanced Search' in MemberHub and search for "discount practice plan' for some great snippets from coaching calls for some additional insight on this particular topic. 

  2. What quickbook plan is advised? @Lindsey Walker @Carly Karpovage
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