New Law Business Model

the guidanceyou need to buildthe practice you want

New Law Business Model Program Agreement V 2.3

Personal Family Lawyer® Family Business Lawyer™ Creative Business Lawyer®

Pursuant to your enrollment as a Personal Family Lawyer®, Creative Business Lawyer® or Family Business Lawyer™ with It’s All Happening, LLC d/b/a New Law Business Model (“NLBM” or “we/us”), you become a (“Licensed Lawyer”) and agree to the following terms and conditions for the non‐exclusive use and license of materials, resources and systems as part of the Personal Family Lawyer®, Creative Business Lawyer® or Family Business Lawyer™ Programs (the “Program” or “Programs”):

Agreement between the Parties. This Agreement grants an individual Licensed Lawyer a non‐exclusive worldwide license (the “License”) to the Program materials, resources and systems, as defined herein, in exchange for the satisfaction of Licensed Lawyer’s terms of agreement herein.

The license granted herein is not a firm or multiple-lawyer license; each lawyer representing his or herself as a Personal Family Lawyer® and/or Creative Business Lawyer® and/or Family Business Lawyer™ or similar NLBM trademarked term must purchase a separate license. However, substantially discounted licenses for subsequent lawyers in the same firm are available. Contact NLBM for details.

Staff members who support the Licensed Lawyer’s practice must access the Program materials, resources, and systems through the Licensed Lawyer’s login access.

Membership Requirements. Licensed Lawyer expressly warrants and represents that s/he is a licensed member of the State Bar in his or her State, or in multiple states, as defined by the rules of the state bar association or other licensing authority in such state(s), and that s/he is actively engaged in the practice of law.

At any time that Licensed Lawyer is no longer a licensed member of a State Bar, Licensed Lawyer’s membership in the Programs shall be automatically terminated. Licensed Lawyer agrees to notify the Company in the event of such forfeiture, suspension or termination of license. No refund of any membership fees, initial set up fees or any other fees will be made.

Materials. In consideration for the appropriate upfront non‐refundable initial Systems Fee(s), NLBM will provide the Licensed Lawyer immediate digital access to one or both of the following training systems (the “Systems”) as they may change for all Licensed Lawyers from time to time, but which primarily consist of:

Personal Family Lawyer®:

  • Client Attraction System
  • Client Engagement System – Estate Planning Attorneys
  • Client Engagement System – Adapt For Your Practice
  • Estate Planning Bootcamp
  • Money For Your Business
  • Perpetual Marketing Machine

Creative Business Lawyer®:

  • Business Practice Bootcamp
  • Client Attraction System
  • Client Engagement System – Adapt For Your Practice
  • LIFT Foundation Audit (for Use with Self)
  • Money For Your Business
  • Perpetual Marketing Machine

Family Business Lawyer™:

  • All of the Programs Listed Above

The above stated Systems will remain accessible to the lawyer for life, regardless of membership status as part of the Systems Fee paid. Licensed Lawyer will be given full “dollar for dollar” credit (less shipping and finance charges) up to $0 Systems Fee for any above Systems prior to Membership purchased.

In consideration for the appropriate monthly membership fee, NLBM will provide the Licensed Lawyer immediate digital access to one or both of the following training systems (the “Systems”) as they may change for all Licensed Lawyers from time to time, but which primarily consist of:

Personal Family Lawyer®:

  • Client Attraction Resources & Marketing Materials
  • Client Retention System
  • Client Service System
  • Kids Protection Planning System
  • Team Training – Work With Lawyers (Virtual) Assistant Training Program

Creative Business Lawyer®:

  • Client Attraction Resources & Marketing Materials
  • LIFT Foundation System & Toolkit, Including LIFT Presentation for Marketing Purposes
  • LIFT Foundation Audit (for Use with Clients)
  • Money Map to Freedom™ Program
  • Money Map Masters Program
  • Team Training – Work With Lawyers (Virtual) Assistant Training Program

Family Business Lawyer™:

  • All of the Programs Listed Above

The above stated Systems shall be freely available for reference and use by Licensed Lawyer during the Term of Membership in the Programs and for so long as Licensed Lawyer is a Member in Good Standing.

Select Systems will also be provided in printed binders when the Licensed Lawyer agrees to pay a nominal shipping fee in addition to the initial Systems Fee. However, some portions of the Systems, such as the Client Attraction Resources, Marketing Materials & other various systems mentioned above may only be available in digital format and will not be shipped. Any of the Systems already owned by the Licensed Lawyer will not be sent again.

Upon termination or suspension of the Licensed Lawyer’s membership in the Programs, Licensed Lawyer will lose access to any online Systems which are not part of the one time Systems Fee and will no longer retain any rights to use copyrighted materials, trademarked terms, or marketing materials generated by NLBM or the Family Wealth Planning Institute (“FWPI”). Any internal facing Systems may continue to be used that were part of the Systems Fee.

Membership Term and Fees. Licensed Lawyer agrees to pay a monthly membership fee as specified on order form at time of ordering. NLBM processes your monthly payment every 30 days.

“Annual” membership (12 months Initial Term) is provided at a discount. Payments remain due each month. Termination of an Annual membership prior to the expiration of the Initial Term will convert membership to a month‐to‐month membership and additional back payments will be immediately due for all months covered by the annual payment. (Example: If Annual Membership is $1,197 per month and Month to Month Membership is $1,497 per month ‐‐and agreement is terminated 6 months after enrollment in Annual membership, the Licensed Lawyer would owe $300×6=$1,800 for prorated months at Month to Month rate.)

After the Initial Term of Licensed Lawyer’s Annual membership in the Program (“Initial Term”), unless Licensed Lawyer enters into an additional 12‐month Program agreement, Licensed Lawyer’s membership will revert to a month‐to‐month membership at their existing rate, and will continue as such unless terminated by NLBM or Licensed Lawyer submits a thirty (30) day advance notice of termination or change of program level to NLBM via email ([email protected]), fax (310‐531‐7395), or mail (553 N. Pacific Coast Highway, Ste B400, Redondo Beach, CA 90277).

All monthly payments must be made on a timely basis. Any payments not made on time will cause the Licensed Lawyer to be in arrears, and any Licensed Lawyer who is in arrears (60) days will be suspended from the Program forum and prohibited from utilizing any copyrighted or trademarked materials of the Program and NLBM or FWPI until payment is brought current.

Family Leave. Because our business is built upon the premise of “family first,” should Licensed Lawyer suspend his or her business activities as a result of documented severe illness that makes the practice of law impossible or adding a member to Licensed Lawyer’s family by birth or adoption, Licensed Lawyer may request, in writing, a three (3) month leave of absence from the Program with return at prior rates.

Upon the expiration of Licensed Lawyer’s three‐month leave, the billing arrangement of this Agreement will continue automatically at the membership fee agreed upon herein. If Licensed Lawyer chooses not to return after the three‐month leave, Licensed Lawyer will be billed as though he or she had prematurely terminated the Program membership.

Licensed Lawyer may later return to the Program but will be bound by the terms, conditions, and pricing then in effect. Licensed Lawyers who opt to take a maternity or paternity leave are encouraged to study the materials when time permits, as you will be able to implement your programs upon your return with enthusiasm and clarity.

Right of Termination. We are committed to providing all Program participants with a positive Program experience. By enrolling and paying the Systems Fee and first month(s) membership fee(s), Licensed Lawyer agrees that NLBM may, at its sole discretion, terminate this Agreement, and limit, suspend, or terminate Licensed Lawyer’s participation in the Program without refund or forgiveness of monthly payments if Licensed Lawyer fails to follow the Program guidelines, becomes disruptive or difficult to work with, or impairs the participation of Program instructors or participants in the Program.

NLBM respects your privacy and must insist that you respect the privacy of fellow Program participants. By signing below, Licensed Lawyer agrees not to violate the publicity or privacy rights of any Program participant. NLBM respects Licensed Lawyer’s confidential and proprietary information, ideas, plans and trade secrets (collectively, “Confidential Information”) and must insist that Licensed Lawyer respect the same rights of fellow Program participants and of NLBM.

Ongoing License. Licensed Lawyer will be granted a non‐exclusive license to use the name brand Family Business Lawyer™, Creative Business Lawyer® and/or Personal Family Lawyer® so long as Licensed Lawyer is a member in good standing in the appropriate program(s).

So long as Licensed Lawyer is in good standing, any trademarked terms of FWPI and NLBM may be used on Licensed Lawyer’s websites, business card, letterhead and on promotional material without prior approval of NLBM, including but not limited to Kids Protection Plan® , Kids Protection Planning, Money Map to Freedom™, LIFT Foundation System, Family Wealth Planning Session, Life & Legacy Planning Session, Your Lawyer for Life and other terms not listed here.

In addition to use of these terms, Licensed Lawyer in good standing also receives a license to use:

a) Use of the Weekly Article for Families and/or Small Business Owners Posting on Blog and/or Sending in Email Newsletter and/or Publishing in Local Community Publication;

b) Monthly Newsletter for Families and/or Small Business Owners for Mailing to Clients, Prospects and Referral Sources;

c) Monthly Marketing Campaign for Use in Your Local Community Proven to Attract Qualified Prospects;

d) Use of Personal Family Lawyer® and/or Creative Business Lawyer® and/or Family Business Lawyer™ Complete Website Copy;

e) Three Times a Month Group Coaching Calls with Alexis Neely exclusively for PFLs, CBLs and FBLs;

f) Private Monthly Accountability Coaching Calls of approximately 40 minutes’ duration each with a NLBM Law Business Success Coach (subject to a 24-business-hr advance cancellation/rescheduling policy within the same week or the call will be forfeited without replacement; additional coaching sessions are available on request at then current rates, currently $200/session or 6 sessions for $1,000;

f) Access to Fulfillment Materials Upon Order (Custom Branded Binders, Wear Clean Underwear Book for Marketing, Other Lead Generation Pieces, LIFT Foundation Audits, Family Financial Freedom Notebooks, Branded Linen Folders, Website Creation, Marketing Automation Services, etc.);

g) Access to NLBM In‐House Marketing Team for Low‐Cost/High‐Quality Fulfillment of Marketing Campaigns, Newsletters, Email Newsletters and Trained/Certified Virtual Assistants;

h) Leads From Families and/or Small Business Owners Looking for a NLBM Trained Lawyer;

i) A Customized Listing in the PFL and/or CBL Website(s) Directory So Families and/or Small Business Owners Can Contact You; and

j) PFLs and FBLs Will Also Receive a Customized Landing Page on our Website to Generate Leads and Build Your List of Qualified Families.

k) CBLs and FBLs May Also Receive a Customized Monthly Business Check‐in Website for Use as a Proactive Counseling Tool With Their Existing Business Owner Clients.

Restrictions and Copyright. Licensed Lawyer hereby acknowledges that the ownership of the Programs, including the intellectual property and content of the Programs, is the property of FWPI, NLBM, or their affiliates, and at no time does the copyright, trademarks or other intellectual property transfer to the Licensed Lawyer.

The License is revocable at the will of NLBM (which will only be exercised if a member does not remain in good standing with the member’s State Bar and/or NLBM membership policies), at which time Licensed Lawyer must immediately discontinue use of all Licensed material as listed above.

By signing below, Licensed Lawyer agrees:

(1) not to rent, loan, resell, distribute or otherwise assign or transfer any work or derivative work based on materials in the program, NLBM or FWPI’s copyright, patent, trademark, trade secret or other intellectual property rights;

(2) that any Confidential Information shared by Program participants or any representative of NLBM is confidential and proprietary, and belongs solely and exclusively to the participant who discloses it or NLBM, unless otherwise explicitly noted;

(3) not to disclose such information to any other person or use it in any manner other than in discussion with other Program participants during Program sessions;

(4) that all materials and information provided to you by NLBM are its confidential and proprietary intellectual property, belong solely and exclusively to NLBM and may only be used by you as authorized by NLBM, and

(5) the reproduction, distribution and sale of these materials by anyone but NLBM is strictly prohibited.

Further, by signing below, Licensed Lawyer agrees that if he or she violates, or displays any likelihood or violating, any of the agreements contained in this paragraph, NLBM and/or other Program participant(s) will be entitled to injunctive relief to prohibit any such violations to protect against the harm of such violations.

Consent to Recording. By enrolling in the program and in consideration of the use of the Program(s) and participation in calls related thereto, Licensed Lawyer expressly consents to call recording of your coaching, support, and training calls by NLBM for training and quality assurance purposes.

Guarantee and Limitation on Liability. NLBM’s products are services are guaranteed under the specific terms of its No Fail Guarantee located at as may be amended from time to time, and which defines your options, responsibilities, and entire recourse under this program. No further guarantees are offered.

NLBM has made every effort to accurately represent the Program and its potential. Claims of actual earnings can be verified and examples of actual results can be provided upon request. The testimonials and examples used are not intended to represent or guarantee that anyone will achieve the same or similar results. Typical results are described in our literature and web sites where testimonials or examples are provided.

Each individual’s success depends on many factors, including his or her background, dedication, desire, and motivation. By signing below, Licensed Lawyer acknowledges that as with any business endeavor, there is an inherent risk of loss of capital and there is no guarantee that Licensed Lawyer will earn any money as a result of his or her participation in the Program.

The Program instructors are not qualified to provide legal, tax, accounting or financial advice, and the information provided to you by the Program instructors is not intended as such. Licensed Lawyer should refer all legal, tax, accounting, and financially related inquiries to appropriately qualified professionals.

Mutual Indemnification. Each of the parties to this Agreement shall indemnify the other against any cost or expense or similar items incurred by the other party as a result of any claim by a third party that the execution of this Agreement, or the terms thereof, violate any other agreements to which the indemnifying party is subject.

Governing Law. This agreement will be governed by and construed in accordance with the laws of the State of Colorado without reference to its conflict of laws principles.

Complete Agreement. This agreement constitutes the entire agreement between the parties and supersedes any other understandings.

Severability. Should any provision of this Agreement be or become invalid, void, illegal, or unenforceable, such provision shall be considered separate and severable from the Agreement and the remaining provisions shall remain in full force and be binding upon the parties as though such invalid, void, illegal, and unenforceable provision had not been included.

Enforcement of Rights. NLBM shall be the exclusive owner of all right, title, interest in and to all the materials licensed to Licensed Lawyer. Licensed Lawyer agrees to pay NLBM all reasonable collection and attorneys’ fees incurred by NLBM, whether incurred prior to or after the commencement of formal legal action. Licensed Lawyer agree to pay a return check fee of $25 and interest at a rate of one and one‐half percent per month on amounts aged beyond thirty (30) days.

In the event this Agreement is not signed by Licensed Lawyer, but payment is made to NLBM (30) days following enrollment, this Agreement shall be deemed accepted by Licensed Lawyer, and NLBM shall act accordingly.

Authorization of Charges. By enrolling in the program, Licensed Lawyer acknowledges that s/he has read, agrees to and accepts all of the terms and conditions contained in this Agreement. NLBM may amend this Agreement at any time by sending Licensed Lawyer a revised version at the address provided on record by Licensed Lawyer.

By entering in payment information for the setup fee and the first monthly payment herein, Licensed Lawyer authorizes NLBM to charge Licensed Lawyer’s credit card or debit card as payment for Licensed Lawyer’s continued membership in the Program according to the terms of this Agreement.

“Licensed Lawyer”