Small Business Needs Analysis Tool Details on Suite of Business Legal Services

1. SMALL BUSINESS PLAN

2. Four Areas of Evaluation:
Protect and Grow Your Business
The Service Providers
The Value
Affordability
1.
2.
3.
4.
Small Business 2

3. Have you ever...
• Had a dispute with a supplier landlord,
customer or employee?
• Had difficulty collecting money from
customers?
• Signed a contract or document without
having it reviewed by your lawyer?
• Had questions about incorporating or
legally protecting your business?
• Been concerned with the risk of
being sued by customers, vendors or
employees?
• Wanted a resource for ALL your legal
questions?
• Wanted to consult your lawyer
when hiring or firing employees or
vendors?
Small Business 3

4. Small Business 4
Business Needs Analysis
1. Which of these have you used or
needed before?
2. Which of these benefits would you
have used if you didn’t have to be
concerned with cost?
PLAN COST
APPROXIMATE
TOTAL
$
Legal Correspondence
Legal Consultation
Debt Collection
Contract Review
Trial Defense Services*
Small Claims
Other
Benefit Have Used Have Needed Approximate Cost
$
* Not offered in all areas. Available as a reduced-fee service.

5. Your Business.
What is your business missing?
Small Business 5
Storage
Manager’s
Office
Reception
Area
Conference
Room
Sales Service Util.

6. Your Business with LegalShield.
Storage
Manager’s
Office
Reception
Area
Conference
Room
Sales Service Util.
LegalDepartment
CollectionsDepartment
Small Business 6

7. Everyone deserves legal protection.
And now, with LegalShield, everyone
can access it. No matter how traumatic.
No matter how trivial. Whatever your
situation is, we are here to help.
Established in 1972
2.1 million requests for legal assistance
last year
1.4 million memberships across the USA
and 4 provinces in Canada
Proprietary system of provider law firms
covering 49 states and Canada
Offering a high-quality, cost-effective
legal service
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Small Business 7
A Solution for Your Business
What is LegalShield?
Worry Less. Live More.

8. Which plan is best for you and
your business?
1. How many employees do you have?
2. What type of business structure
do you have?
3. Is your business for-profit?
Small Business 8
Your Service
The LegalShield Small Business
Plan gives you the ability to
communicate with an attorney
on any matter without worrying
about high hourly costs.

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Small Business 9
Protecting Your Business
Preventive Legal Services
Legal Consultation Services
Toll-free access to your Provider
Law Firm for issues regarding your
business.
Legal Correspondence Services
One letter per legal subject matter
per year – unlimited matters.
Additional letters provided at a
25% discount.
Three Authorized Users
For legal consultation and advice,
the business shall designate
three (3) persons who may be
employees, owners, partners, or
officers to communicate with the
Provider Law Firm.
* Review the membership contract for your selected
plan and state of residence for full details on benefits,
limitations, and exclusions.
Small Business 9

10. Small Business 10
Protecting Your Business
Contract and Document Review Services
Basic Contract Review
• 3 basic contracts per month
• Up to 15 pages each
• Reviewed by your Provider
Law Firm
Executed Contract Review
• 1 signed contract per month
• Up to 10 pages in length
• Reviewed by your Provider
Law Firm
Document Review
• 3 business documents per month
• Up to 15 pages each
• Reviewed by your Provider
* Review the membership contract for your selected
plan and state of residence for full details on benefits,
limitations, and exclusions.
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Small Business 10

11. Protecting Your Business
Trial Defense Services
75 hours of your Provider Lawyer’s
time for trial defense services*:
15 hours for pre-trial work and
60 hours for actual trial time.
* Review the membership contract for your selected plan
and state of residence for full details on benefits,
limitations, and exclusions. Available if your business is
named defendant or respondent in a covered civil action
filed in court which is related to business activities.
Trial Defense Services do not cover claims or charges
relating to worker’s compensation, inquiries or actions
by a government agency, bankruptcy proceedings, alcohol
or substance abuse, chemical abuse or dependency,
class actions or interventions, amicus curiae filings,
or pre-existing conditions.
*Trial Defense Services not available in Nevada, New York,
Canada.
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Small Business 11

12. Small Business 12
Protecting Your Business
Debt Collection Designated Consultation Services
LegalShield Debt Collection Service
Up to 10 separate initial collection
letters written per month by your
Provider Lawyer.
LegalShield Designated
Consultations
For certain legal situations,
your business is entitled to two
telephone conversations per year
arranged by your Provider Lawyer,
each consisting of up to one-half
hour.
* Review the membership contract for your selected plan and state of residence for full details on benefits,
limitations, and exclusions.
Some of the legal matters
addressed under this benefit
include:
• Securities
• Anti-Trust
• Complex Tax Issues
• Immigration
• International Law
• Trademarks
• Patents
• Copyrights
• Import/Export
• Customs Matters
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13. Small Business
Protecting Your Business
Reduced Fee and Contingency Fee Services
Reduced Fee Services
Your Provider Law Firm will provide
legal services at a rate of 25% less
than the normal corporate hourly
rate for legal services not otherwise
covered by the membership. Even
pre-existing conditions can be
covered under this portion of
the plan.
Reduced Contingency Fee Services
We also offer your business up to
a 5% discount from your Provider
Law Firm’s standard contingency
fee for contingency-type cases, if
the Provider Law Firm agrees to
accept your case on this basis.
* Review the membership contract for your selected plan
and state of residence for full details on benefits,
limitations, and exclusions.
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Small Business 13

14. Your Business with LegalShield.
Storage
Manager’s
Office
Reception
Area
Conference
Room
Sales Service Util.
LegalDepartment
CollectionsDepartment
Small Business 14

15. Small Business 15
Benefits and Protection for Your Family
The LegalShield Legal Plan
If you were my lawyer, what would you charge for these services?
Personal Legal Advice—Unlimited
issues
24/7 Emergency Access for
covered situations
Letters/Calls made on your behalf
Contracts/Documents reviewed up
to 15 pages
Online Legal Forms/Videos
Lawyers Prepare
Your Will, Living Will, Health Care Power
of Attorney
Traffic-Related Issues
Trial Defense
Pre-Trial
Trial
Family/Domestic Services
Uncontested Divorce
Uncontested Adoption
Uncontested Separation/Annulment
Uncontested Name Change
IRS Audit Assistance
25% Preferred Member Discount*
* Up to 90% of member inquiries are covered by the plan with no additional fees. All other requests for service
are entitled to a 25% discount to the law firm’s hourly rate (including pre-existing issues).
* Review the membership contract for your selected plan and state of residence for full details on benefits,
limitations, and exclusions.
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16. Small Business 16
Plan Features IDT Plan IDT Premium
Member and Spouse Covered
Safeguard For MinorsSM (up to 8 dependents)
Comprehensive Restoration Services by Kroll*
Credit Report with Score and Analysis
Unlimited Identity Theft Consultation**
Single Bureau Credit Monitoring and Activity Alert
Triple Bureau Credit Monitoring and Activity Alert
Web Watcher
Public Persona
Sex Offender Search**
Social Security Skip-trace**
Lost Wallet Assistance**
*Review the membership brochure for certain requirements and exclusions
**Services are performed upon member request
Identity Theft Plans

17. Small Business
Benefits and Protection
for Your Business
Home Business Supplement
• Added to the LegalShield Legal Plan
for $9.95 additional per month
• Telephone Consultation
• Up to 6 letters written or phone calls made
on your behalf per year, 1 per subject matter
• Contract Document Review - 3 per month
• Debt Collection Letters - 3 per month
• IRS Audit Legal Services (for personal
return including Schedule C and E)
• Discount on Trial Defense Services
• 25% Off Additional Legal Services
* Review the membership contract for your selected plan
and state of residence for full details on benefits,
limitations, and exclusions.
Small Business 17

18. Benefits and Protection
for Your Business
Legal Plan for the Self Employed
• Includes LegalShield Legal Plan Benefits
• Telephone Consultation on unlimited matters
• Letters Written on Your Behalf - 3 per month
• Contract or Document Review - 3 per month
• Discount on Trial Defense Services
• 25% Off Additional Legal Services
• IRS Audit Legal Services
(Including Schedule C)
* Review the membership contract for your selected plan
and state of residence for full details on benefits,
limitations, and exclusions.
Small Business 18

19. Get Started
Are You Ready to Experience
Total Peace of Mind?
Signing up for LegalShield is simple.
Your Independent Associate can get
you started today. You’ll be able to
access legal and business services
almost immediately and a complete
membership kit will be on its way.
It’s that easy.
It’s that straightforward.
It’s LegalShield.
Worry Less. Live More.
Small Business 19

20. Marketed by:
Pre-Paid Legal Services, Inc. dba LegalShield®
and subsidiaries
Pre-Paid Legal CasualtySM
, Inc.
In FL: Pre-Paid Legal Services, Inc. of Florida
In VA: Legal Service Plans of Virginia
Pre-Paid Legal Access, Inc.
PPL Legal Care of Canada Corporation
FLIPBOOK.SB 53992 5.14 © 2014 LegalShield, Ada OK. 74820