Consultants/Coaches

As a coach or consultant, your role is to assist your clients in navigating their legal needs and moving forward with their situations. We offer a document preparation service that allows you to maximize your profits while freeing up your valuable time. With this service, we handle the preparation of legal documents for your clients, so you can focus on the advisory aspect. Please note that estate planning documents are not included in this package. If you're interested in estate planning, please refer to our dedicated estate planning package.

We offer a subscription-based service for Document Preparation Only (excluding estate planning documents). With access to over 75,000 legal document templates, our service allows you to select from a wide range of documents tailored to your clients’ needs. We offer the following subscription options:

• 3-month subscription for $89

• 6-month subscription for $450

• 12-month subscription for $800

This flexible pricing structure ensures cost-effective, ongoing access to essential legal document preparation services, so you can efficiently manage your client load while providing high-quality support.

As a coach or consultant, we understand that legal language can be overwhelming and may fall outside your area of expertise. That’s where we come in. We offer a specialized document analysis subscription designed specifically for legal document preparers, helping you and your clients better understand the documents at hand. Our service delivers a clear, concise analysis of each document, written in simple, easy-to-understand language, making it easy for both you and your clients to comprehend. You will receive the analysis within 24 hours in PDF format, enabling you to provide your clients with timely and effective guidance.

Our subscription options are as follows:

• 3-month subscription for $60

• 6-month subscription for $102

• 12-month subscription for $180

This affordable service allows you to enhance your client support while streamlining your workflow, ensuring that you can offer comprehensive, professional document explanations quickly and efficiently.

For coaches and consultants who are serious about providing all tiers of service, we offer a comprehensive full-service package. With this subscription, you gain access to all of our legal document preparer support solutions, including document preparation, estate planning, document analysis, and Ask Luci™. Our 12-month subscription offers priority access, ensuring that you are moved to the front of the line for faster service.

We offer the following subscription options:

• 3-month subscription for $450

• 6-month subscription for $765

• 12-month subscription for $1,290

With all subscription plans, you’ll receive unlimited access to our full range of services. For 12-month subscribers, we provide a dedicated customer service representative to expedite your processing and ensure prompt service. This all-inclusive package is designed to maximize your efficiency, improve client satisfaction, and streamline your workflow, helping you deliver the best possible service to your clients.

If you are a coach or consultant guiding your clients through estate planning, whether it’s a simple will or a complex trust, we are here to support you. We offer estate planning document preparation through a monthly subscription specifically tailored for legal document preparers. Our AI-powered system analyzes each client’s unique situation, taking into account any complexities, and provides recommendations before completing even the most intricate estate planning documents.

We offer the following subscription options:

• 3-month subscription for $150

• 6-month subscription for $255

• 12-month subscription for $450

Most documents are delivered within 24 hours, with more complex documents arriving within 3 days directly to your email. Each document is provided in PDF format, accompanied by detailed execution instructions and comprehensive summaries for Wills and Trusts. Our flexible subscription plans are designed to help you manage your clients’ estate planning needs efficiently, equipping you with the tools to offer high-quality, timely service.

As a coach or consultant, it’s your role to provide answers—even when you don’t always have them. We’ve got your back with our proprietary AI-powered tool, Ask Luci™. This automation service is designed to analyze any situation and provide insights into the best course of action, along with recommendations for necessary steps or documents. Ask Luci™ is a powerful tool that enhances your interactions, supports informed decision-making, and helps you confidently guide your clients in any matter.

We offer the following subscription options for Ask Luci™:

• 3-month subscription for $45

• 6-month subscription for $75

• 12-month subscription for $135

With each subscription, you’ll receive a personalized response within an hour, sent directly to your email. You’ll also have unlimited access to Ask Luci™ to help maximize your profits and efficiently support your clients through any matter.

As we understand the value of your time, we believe it’s important to first clarify the types of documents we do not prepare. These documents are typically available for free on various government websites, and we focus on providing higher-value services. The following are excluded from our preparation services:

• Bankruptcy

• Immigration

• State-approved preformatted documents

• Federal preformatted documents

• Preformatted documents that simply require filling in the blanks

We are not a typing service. Our expertise lies in document automation, where we tailor each document based on the information provided, ensuring that it meets all formatting and legal requirements to remain both valid and effective.