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Shield and Key - Life and Legacy Membership Brochure

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LCM E M B E R S H I PE X P E R I E N C E S H I E L D& K E Y Estate planning isn’t just a one-timeevent— it’s a lifelong strategy.The Shield & Key MembershipExperience ensures your planevolves as your life and the lawdoes, keeping your legacy secureand your loved ones protected.We offer three exclusivemembership tiers, each designed toprovide peace of mind, priorityaccess, and meaningfulopportunities to engage with yourplan, our firm and other estateplanning professionals on anongoing basis.*Note: A Shield and Key MembershipExperience engagement fee agreement isrequired prior to membership benefitsbeginning. Message

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This tier is designed for those who wantongoing support, proactive planning, andan in-depth understanding of their estateplan.Exclusive Monthly NewsletterStay informed with estate planning insights,legal updates, and strategic tips tailored tohelp you protect your assets.Priority Access to an AttorneyWhen it’s time for substantive changes,drafting, or meetings, you’ll be prioritizedto get the legal attention you need withoutunnecessary delays.Annual Plan ReviewLife changes, and so should your Life andLegacy plan. We will connect with you onan annual basis to review your estate planand documents to ascertain if they comportwith your current wishes, assets and familysituation. Revisions may require additionaltime, planning and fees.Legacy InterviewsOnce a year, we’ll record a personalinterview where you can share (or update)your values, stories, and wishes, creating apriceless up-to-date keepsake for yourfamily.TIER ONE: FOUNDATION FORPEACE OF MINDTIER TWO: ENHANCEDENGAGEMENT &EXCLUSIVE EVENTSFor those who want more than justlegal support, Tier Two offers valuablelearning opportunities and a chanceto engage with like-minded families inour community.All Tier One Benefits Everything included in thefoundational tier to keep your estateplan up to date and accessible.Exclusive Client Appreciation Events Enjoy a special event hosted byChandler Law where you can connectwith others in our community.Private Seminar/Webinar with GuestSpeakersGain valuable insights from experts inestate planning, financialmanagement, tax strategy, and legacy-building. This invitation-only event isdesigned to keep you informed on thelatest strategies to protect and growyour wealth.TIER THREE:PREMIER LEGALACCESSFor those who want quarterly, directattorney access, this tier ensures youhave dedicated time to address yourLife and Legacy planning needsthroughout the year.All of Tier One & Tier Two Benefits From priority attorney access toexclusive events, this tier includeseverything from the previous levels.Quarterly Attorney Consultation Get direct access to a firm attorney fora one-hour phone call or Zoom eachquarter to discuss updates, legalconcerns, or planning questions. Thisensures your estate plan stays currentand aligned with your family’sevolving needs. Each one-hourquarterly session with an attorney isincluded in the price of Tier Three.Additional time, planning and feesmay be required for time beyond theone-hour session. Unused hours donot roll over from quarter to quarter,or year to year.$600 ANNUALLY$950 ANNUALLY$1200 ANNUALLY

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This tier is designed for those who wantongoing support, proactive planning, andan in-depth understanding of their estateplan.Exclusive Monthly NewsletterStay informed with estate planning insights,legal updates, and strategic tips tailored tohelp you protect your assets.Priority Access to an AttorneyWhen it’s time for substantive changes,drafting, or meetings, you’ll be prioritizedto get the legal attention you need withoutunnecessary delays.Annual Plan ReviewLife changes, and so should your Life andLegacy plan. We will connect with you onan annual basis to review your estate planand documents to ascertain if they comportwith your current wishes, assets and familysituation. Revisions may require additionaltime, planning and fees.Legacy InterviewsOnce a year, we’ll record a personalinterview where you can share (or update)your values, stories, and wishes, creating apriceless up-to-date keepsake for yourfamily.TIER ONE: FOUNDATION FORPEACE OF MINDTIER TWO: ENHANCEDENGAGEMENT &EXCLUSIVE EVENTSFor those who want more than justlegal support, Tier Two offers valuablelearning opportunities and a chanceto engage with like-minded families inour community.All Tier One Benefits Everything included in thefoundational tier to keep your estateplan up to date and accessible.Exclusive Client Appreciation Events Enjoy a special event hosted byChandler Law where you can connectwith others in our community.Private Seminar/Webinar with GuestSpeakersGain valuable insights from experts inestate planning, financialmanagement, tax strategy, and legacy-building. This invitation-only event isdesigned to keep you informed on thelatest strategies to protect and growyour wealth.TIER THREE:PREMIER LEGALACCESSFor those who want quarterly, directattorney access, this tier ensures youhave dedicated time to address yourLife and Legacy planning needsthroughout the year.All of Tier One & Tier Two Benefits From priority attorney access toexclusive events, this tier includeseverything from the previous levels.Quarterly Attorney Consultation Get direct access to a firm attorney fora one-hour phone call or Zoom eachquarter to discuss updates, legalconcerns, or planning questions. Thisensures your estate plan stays currentand aligned with your family’sevolving needs. Each one-hourquarterly session with an attorney isincluded in the price of Tier Three.Additional time, planning and feesmay be required for time beyond theone-hour session. Unused hours donot roll over from quarter to quarter,or year to year.$600 ANNUALLY$950 ANNUALLY$1200 ANNUALLY

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This tier is designed for those who wantongoing support, proactive planning, andan in-depth understanding of their estateplan.Exclusive Monthly NewsletterStay informed with estate planning insights,legal updates, and strategic tips tailored tohelp you protect your assets.Priority Access to an AttorneyWhen it’s time for substantive changes,drafting, or meetings, you’ll be prioritizedto get the legal attention you need withoutunnecessary delays.Annual Plan ReviewLife changes, and so should your Life andLegacy plan. We will connect with you onan annual basis to review your estate planand documents to ascertain if they comportwith your current wishes, assets and familysituation. Revisions may require additionaltime, planning and fees.Legacy InterviewsOnce a year, we’ll record a personalinterview where you can share (or update)your values, stories, and wishes, creating apriceless up-to-date keepsake for yourfamily.TIER ONE: FOUNDATION FORPEACE OF MINDTIER TWO: ENHANCEDENGAGEMENT &EXCLUSIVE EVENTSFor those who want more than justlegal support, Tier Two offers valuablelearning opportunities and a chanceto engage with like-minded families inour community.All Tier One Benefits Everything included in thefoundational tier to keep your estateplan up to date and accessible.Exclusive Client Appreciation Events Enjoy a special event hosted byChandler Law where you can connectwith others in our community.Private Seminar/Webinar with GuestSpeakersGain valuable insights from experts inestate planning, financialmanagement, tax strategy, and legacy-building. This invitation-only event isdesigned to keep you informed on thelatest strategies to protect and growyour wealth.TIER THREE:PREMIER LEGALACCESSFor those who want quarterly, directattorney access, this tier ensures youhave dedicated time to address yourLife and Legacy planning needsthroughout the year.All of Tier One & Tier Two Benefits From priority attorney access toexclusive events, this tier includeseverything from the previous levels.Quarterly Attorney Consultation Get direct access to a firm attorney fora one-hour phone call or Zoom eachquarter to discuss updates, legalconcerns, or planning questions. Thisensures your estate plan stays currentand aligned with your family’sevolving needs. Each one-hourquarterly session with an attorney isincluded in the price of Tier Three.Additional time, planning and feesmay be required for time beyond theone-hour session. Unused hours donot roll over from quarter to quarter,or year to year.$600 ANNUALLY$950 ANNUALLY$1200 ANNUALLY

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LCM E M B E R S H I PE X P E R I E N C E S H I E L D& K E Y Estate planning isn’t just a one-timeevent— it’s a lifelong strategy.The Shield & Key MembershipExperience ensures your planevolves as your life and the lawdoes, keeping your legacy secureand your loved ones protected.We offer three exclusivemembership tiers, each designed toprovide peace of mind, priorityaccess, and meaningfulopportunities to engage with yourplan, our firm and other estateplanning professionals on anongoing basis.*Note: A Shield and Key MembershipExperience engagement fee agreement isrequired prior to membership benefitsbeginning.

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LCM E M B E R S H I PE X P E R I E N C E S H I E L D& K E Y Estate planning isn’t just a one-timeevent— it’s a lifelong strategy.The Shield & Key MembershipExperience ensures your planevolves as your life and the lawdoes, keeping your legacy secureand your loved ones protected.We offer three exclusivemembership tiers, each designed toprovide peace of mind, priorityaccess, and meaningfulopportunities to engage with yourplan, our firm and other estateplanning professionals on anongoing basis.*Note: A Shield and Key MembershipExperience engagement fee agreement isrequired prior to membership benefitsbeginning.