LIFE PLANNING INC.: WHO WE ARE

Life Planning, Inc. (LPI) is an Arizona Certified Legal Document Preparer (AZCLDP #81386) authorized by the Arizona Supreme Court to provide consumers with legal information and legal document preparation services. We are not a law firm, we do not represent lawyers and we never give legal advice. All client information is treated as confidential – but not privileged information.

LPI is a leading national provider of state-specific legal document solutions designed to help manage, protect and distribute your personal and business assets – quickly, easily and cost-effectively. We partner with highly-respected Financial Institutions and Trusted Advisors to offer a comprehensive array of Estate and Business Planning Solutions, including:

Estate Planning
• Revocable Living Trust, Certificate of Trust, Powers of Attorney,
Living Will, Pour Over Will, Administrative Documents, Funding Letters,
Warranty Deeds, Corporate and LLC Amendments

Business Planning
• Articles of Organization, Publication of Articles, Operating Agreement,
Organizational meeting minutes, Bank Resolutions, EIN application,
Member Ledgers, Ownership Interest Ledger and Certificates,
Buy-Sell Agreements

Asset Protection Planning
• QTIP Trusts, Qualified Personal Residence Trusts (QPRTs)
• Intentionally Defective Grantor Trusts (IDGTs)

Retirement Plan Distribution Planning
• IRA Beneficiary Trusts and IRA LLCs

Business Planning Solutions

Jobs Available

Make Money While Sheltering at Home

Becoming a Brand Ambassador for Life Planning, Inc. (‘LPI’) is a great way to make money while ‘sheltering at home’ due to COVID-19 – and beyond. You’ll be helping the people you know to achieve peace-of-mind around their legal affairs. As an Independent Contractor, your 1099 earnings will be paid semi-monthly. No training, experience or license required.

How does LPI’s Brand Ambassador Opportunity work?

It’s as simple as this:

1) Contact your friends, family and ‘Centers of Influence’ by telephone, chat with them and catch up as you normally would. “How’s everyone doing? What’s new?”

2) Before saying goodbye, ask a simple question: “By the way, just wondering… do you have a Will or a Trust?”

3) If they express ANY interest in talking about a Will or Trust, just say the following:

4) “Look — I’m NOT the expert, I’m a Brand Ambassador with Life Planning, Inc. They do a great job helping people with their important legal documents. Let me introduce you to Warner Lewis. He’ll answer all your questions in a FREE consultation, then YOU can decide what to do from there. Sound good?”

5) If they agree, send Warner an email at warner@lifeplanninginc.com with your Prospect’s name, e-mail address and phone number

6) Warner will contact them, answer all their questions and clearly explain their options, without cost or obligation.

7) If your prospect hires LPI to prepare their legal documents, you’ll earn 15% of the total fees received as a marketing fee, on average $300 per paid case.

* For more information about our services, go to www.lifeplanninginc.com
* To schedule a 15 minute phone call with Warner, go to www.calendly.com/warner-1
* Be sure to include your phone #

It’s easy, fun and profitable helping people achieve peace of mind around their legal affairs. Have fun connecting with your friends and family!

Warner Lewis

Life Planning, Inc.

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