Life Planning, Inc.
Privacy Policy

Life Planning, Inc. (“LPI”) is committed to maintaining the trust and confidence of our clients. Protecting your privacy is a top priority of ours. We are required by law to provide our clients with this privacy notice and to explain how we collect, use and safeguard your personal and financial information. The following describes our Privacy Policy. Kindly take a moment to review it and contact us with any questions at (877) 438-7878.

In the course of providing estate and business planning products and other legal services to you, we collect non-public personal information about you from the following sources:

• Information that you provide to us by way of the data-gathering process, whether by telephone or in person, such as name, address, social security number, types of assets and amounts of investments, transactions and income
• Information that you provide to our Life Planning Advocates and affiliated and non-affiliated companies, including types and amounts of investments, account balances and parties to transactions
• Information obtained when verifying the information you provide to us on applications and questionnaires

Keeping your information secure is one of our most important responsibilities. We restrict access to your nonpublic information to those employees and agents who need to know that information in order to provide appropriate products and services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information. We do not sell or disclose your personal information to third parties, except as required by law. We reserve the right to change this policy at any time and will notify you if any changes occur.

If you have any questions after reading this Privacy Policy, please contact us in writing at the following address:

Life Planning, Inc 8283 N Hayden Rd. #200 Scottsdale, Arizona 85258 (877) 438-7878

Life Planning, Inc.
~ Client Disclosure Form ~

I, the undersigned Client, hereby acknowledge having received, understood and accepted the following important information:

• Life Planning, Inc. and its principal Warner Lewis III (collectively ‘LPI’), are Certified Legal Document Preparers (AZCLDP #80180 and 81386), authorized by the Arizona Supreme Court to give consumers general legal information and legal document preparation services

• LPI is not a law firm; they are not lawyers and they do not give legal advice of any kind

• My conversations with LPI and any personal information which I may give LPI are treated as confidential in accordance with LPOI’s Privacy Policy, which I have read and understood. I further acknowledge that my information is not subject to attorney/client privilege

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Printed Name

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Printed Name

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Your Acknowledgment

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Your Acknowledgment

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Today’s Date

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Today’s Date

Life Planning, Inc.
~ Drafting Services Agreement ~

I, the undersigned Client, hereby acknowledge, understand and accept (I “acknowledge”) that Life Planning, Inc. and its Principal and representatives (collectively referred to as ‘LPI’), are not a law firm and are not lawyers, but rather are Arizona Certified Legal Document Preparers (AZCLDP # 80180 and 81386), authorized to provide general legal information and legal document preparation services under Arizona Supreme Court Rules. I acknowledge that LPI is not authorized to give me legal advice of any kind, and that no part of the drafting fees paid to LPI hereunder represents a fee for legal advice. All information provided to me by LPI is intended only to be general and educational in nature and is not an acceptable substitute for an attorney’s legal opinion. I may, at my option and expense, seek the advice and opinion of an attorney after the document preparation engagement with LPI has been initiated. LPI will make any changes to my documents that are requested in writing by an attorney at no additional charge to me. By signing below, I authorize LPI to prepare my legal documents in accordance with information I and my designated representatives provide to LPI. LPI will keep all of my information confidential in accordance with its current Privacy Policy, which I hereby acknowledge having received, read and understood. Further, I acknowledge that the information I have provided to LPI is not subject to the attorney/client privilege.

I shall not hold LPI liable, absent fraud, for any damages arising from its participation in the preparation or implementation of my estate plan, including the transfer, or the failure to transfer, all of my assets into my trust, including real and personal property and investments, whether by title or beneficiary designation. I acknowledge that LPI and the Host Organization that referred me to LPI, if any, are not affiliated companies, nor are they related in any way, and that the products and services provided pursuant to this agreement are provided by LPI and not the Host Organization. All fees that I pay to LPI under this agreement are deemed to have been earned in full at the time of tender and receipt, and I am not entitled to receive a refund of any kind. In the event LPI chooses to terminate this agreement, I understand that I will be charged for the time LPI has spent on my case at an hourly rate of $275. Further, I acknowledge that LPI’s liability for damages shall in all cases be strictly limited to a full refund of all Fees paid by me to LPI.

In addition, I acknowledge that any language, strategy or method intended to optimize the protection, distribution or taxation of my estate, including retirement plan assets, or intended to protect my assets from divorce, creditors, judgments and lawsuits (including but not limited to the use of multiply-owned Holding Companies, protective sub-trusts, IDGTs, QTIPs & QPRTs), or to prevent the spend-down of my assets by government or administrative agencies are all ‘best efforts’ in nature only, and are not guaranteed by LPI to achieve any specific outcome.



Product Selection

 

 PREMIUM Individual Portfolio ($1,995)                  PREMIUM Joint Marital Portfolio ($2,495)
        Includes Funding for 1 year (1 Deed only)                    Includes Changes for 1 year
 Multiply-Owned Holding Company = $ __________  IDGT ($________) x ______ = $ _________
 LLC ($_______) x ______ = $ ___________                 CORP ($_______) x ______ = $ ___________
 IRA LLC ($_______) x ______ = $ __________            IRA Bene TR ($_______) x_ ____ = $ _______
   Additional Deeds ($_____) x _____ = $ ________       Add’l Amend’s ($______) x _____ = $ ______
TOTAL DRAFTING FEE: $ _______________       by     Check    or          Credit Card
 
________________________________________          __________________________________________
Client Signature                       Date                    Client Signature                           Date

 

     Amendment and Restatement of a Fully-Funded Trust

         I/we hereby affirm that our original Trust has been fully funded with all of our assets, without exception. Further, I/we agree to hold LPI harmless from any failure on our part to fund our trust completely.

 

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Client Signature                       Date                    Client Signature                           Date

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