A new approach to legal services for financial advisors
Lifetime Legal's unique Business Protection Services take care of your client's legal service requirements. With expert efficiency delivering fixed priced business services that make it easier for you to advise and protect your clients and their business partners.
Lifetime Legal works with some of the best law firms in the country to provide cost effective, expert and efficient legal services. Our unique mix of the latest technology, digital document handing and good oldfashioned know-how is designed to give SMEs top quality advice that won't cost the earth.
Legal Advice on
- Mem and Arts
- Shareholders Agreements
- Option Agreements
- Minutes and Resolutions
- Shareholder Buy Back
- Partnership Agreements
- Business Purchase Trusts
- Will and Buness Trusts
More about the benefits ›››
A part of the team
Working closely with you and as a part of your sales process we can help you set the legal structures in place for your clients and their
business to be protected against the worst.
Without delay, our expert advisors will provide written legal advice that clarifies to your clients what will happen in the event of the death of a
shareholder or partner. Independent advice on the status quo can help show them that change could be needed.
Personal Service
From the day we receive a clients instructions to the final delivery of their finished documents, they'll have a personal case handler. We'll liaise with them by phone and email to ensure we understand what they want to achieve and our systems will draft their documents and agreements in real time.The finished drafts will be reviewed by a qualified solicitor from one of our panel firms and, when approved, released to your client for signing.
Secure document managment
Key documents can be set for access by all those involved, making sharing information and version control easy. Our secure digital vault MyLifetime is provided to the customer free of charge thereafter and remains a safe place to keep all important company documents including Business and Shareholder Protection policies.
Original company legal documents, Memorandum and Articles of Association, Shareholders Agreements, Cross Option Agreements and property deeds can all be held off site in our secure fireproof and waterproof facility. With 24 hour security it couldn't be safer.
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Business services for your clients
Our services have been specifically designed to work for your clients and are endorsed as best practice by Legal & General.
With Legal & General protection products
and properly structured company constitution
and agreements we can make sure that your clients have planned effectively.
From beginning to end our aim is to help your clients secure and protect their business assets for the future.
Personal legal services
It is important that your clients personal
arrangements are updated to take account
of their new business protection measures.
As well as ensuring that your clients businesses are well structured, we can make sure that they have their own personal legal plans in place. By providing Wills, Trusts and Estate structuring advice, we can work with them to make sure that their hard earned money goes to those who they want to benefit.
Start helping clients now
Our dedicated legal team are ready to help.
Register by calling 0844 880 2089
Download our advisor PDF here
Download our customer PDF here
Secure, convenient access to all
your most important documents
