Welcome to New Law Business Model! Before you get started on your program, please read the purchasing agreement here and e-sign it by checking the “accept” box below. Once you accept this agreement you will be automatically redirected to your MemberHub dashboard where you will find an introduction to our program and can get started on the program modules.

New Law Business Model Life & Legacy Planning Program Purchase Agreement

Pursuant to your enrollment in the Life & Legacy Planning Program (“Plan Program”) with It’s All Happening, LLC d/b/a New Law Business Model (“NLBM” or “we/us”), you (“Customer”) agree to the following terms and conditions for the non​‐​exclusive use and license of materials, resources and systems as part of the Plan Program. By investing in the Plan Program and making a payment, you are agreeing to the Terms on the pages that follow. Please read carefully.

1. Terms and Conditions. Plan Program and Support: Subject to the terms of this Agreement, NLBM will provide Customer the Plan Program, which is described in detail in the attached Plan Program Details in Exhibit A. As part of the registration process, Customer will identify their username and password for Customer’s NLBM account. NLBM reserves the right to refuse registration of, or cancel passwords it deems inappropriate.Subject to the terms hereof, NLBM will support Customer to implement the Plan Program as outlined below. Additional levels of service or modules may be added to this Agreement at any time. Modules may also be changed or modified at any time by NLBM. Additional monthly or one-time fees could apply, but notice will be provided to Customer.

2. Restrictions and Responsibilities. NLBM hereby grants Customer a non-exclusive, non-transferable, non-sublicensable license to the Plan Program for use in Customer’s own law practice. Customer will not, directly or indirectly: misuse, distribute, create derivative works of, or otherwise attempt to repackage or resell NLBM copyrighted or licensed materials. Further details about the program can be found in links featured in Exhibit A. Nothing in this Agreement provides or implies an ongoing license to NLBM trademarked and copyrighted terms and materials and should not be construed as providing any continued license to the NLBM trademarked terms and copyrighted materials.Customer is purchasing a single-seat program, meaning it is not a multiple ​lawyer/ multi-seat purchase and this purchase only provides one log-in. Customer shall not “share” the Plan Program or any of the Plan Program materials with an attorney other than his/herself. Customer is authorized to allow a staff person who is assisting Customer with implementing the principles to Log in on Customer’s behalf. If any other attorneys within your law practice would like to purchase an additional Plan Program License (“License”) please email support@newlawbusinessmodel.com for additional pricing details.Customer represents, covenants, and warrants that he or she will comply with all licensing regulations, state bar regulations, or other state and federal regulations, when and if implementing services or business practices learned from NLBM materials.

3. Payment of Fees. Customer will pay NLBM the applicable fees for the Plan Program. If Customer believes that NLBM has billed Customer incorrectly, Customer must contact NLBM no later than 15 days after the closing date on the first billing statement in which the error or problem appeared, in order to receive an adjustment or credit. Inquiries should be directed to NLBM’s customer support department at:support@newlawbusinessmodel.com.

Once you receive access to the Plan Program, whether paid in full or on a payment plan, your payment is considered due and owed to NLBM as of the date of investment with no refunds, in part or full. NLBM offers a No Fail Guarantee. Please see below and Exhibit B for eligibility details.

NLBM’s “No-Fail” Guarantee is based on the Life & Legacy Planning Program Pledge (“Pledge”) that you commit to upon enrolling in this program. After you commit to the Pledge (Exhibit B), our guarantee is:

“We promise to do everything in our power to not let you fail. If you are still not engaging clients — after 90 days for Life & Legacy Planning Program and 180 days for Life & Legacy Planning Program with Strategic Business Advisor Upgrade — and you are doing the work you committed to in the Pledge, we will continue to mentor and coach* you until you’ve engaged your first two paying clients, giving you the confidence to know you can recoup the cost of your investment.

* With an extension of your complimentary Mentorship & Coaching Subscription which includes access to the forum, group coaching calls, dedicated Facebook Group, and twice weekly Office Hours with a Core Program Coach.

4.Term and Termination. You will retain access to all Plan Program curriculum including all modules, lessons, and resources it includes for three years along with access to certain Licensed NLBM Materials (outlined in Exhibit A). Customer will automatically receive the latest updates to lessons or resources made to the Plan Program during the three year period of this agreement

During the first 90/180* days (*depending on program purchased per above) of Customer’s use of the Plan Program, Customer receives a trial Mentorship & Coaching Subscription that includes access to the forum, group coaching calls, dedicated Facebook Group, and twice weekly Office Hours with a Core Program Coach. At the expiration of the initial 90/180-day period, Customer may elect to purchase an ongoing subscription to mentorship and coaching. If Customer elects not to purchase a Mentorship & Coaching Subscription for an additional fee, then the Customer’s access to these support services will be terminated. However, Customer shall retain rights to access the Plan Program.

After your three year access term has expired, if you would like to retain access to the program, you can buy an annual program subscription for $500/year or $50/month. If your three year access term expires and you forget to renew your subscription, we will honor a 90 day grace period for you to purchase the program subscription. Please Note: This does not include the Mentorship & Coaching Subscription. However when your three year term expires, if you have an active Mentorship & Coaching Subscription, you will continue to retain access to the resources, modules, and lessons included in the program you purchased. Should NLBM find that Customer is misusing or misappropriating the Plan Program or any ancillary Plan Program materials, NLBM reserves the right to terminate Customer’s account, including any or all Customer access.

In the unforeseen circumstance that NLBM ceases to exist, NLBM will provide all customers that currently have access to the Plan Program a 30-day window to download the program.

All sections of this Agreement which by their nature should survive termination will survive termination, including, without limitation, accrued rights to payment, confidentiality obligations, warranty disclaimers, and limitations of liability.

5. Warranty and Disclaimer. NLBM shall use reasonable efforts consistent with prevailing industry standards to maintain the Plan Program in a manner which minimizes errors and makes the material available to Customer on-demand. The Plan Program may be temporarily unavailable for scheduled maintenance or for unscheduled emergency maintenance, either by NLBM or by third-party providers, or because of other causes beyond NLBM’s reasonable control, but NLBM shall use reasonable efforts to provide advance notice in writing or by email of any scheduled service disruption. HOWEVER, NLBM DOES NOT WARRANT THAT THE PLAN PROGRAM WILL BE UNINTERRUPTED OR ERROR FREE; NOR DOES IT MAKE ANY WARRANTY AS TO THE RESULTS THAT MAY BE OBTAINED FROM USE OF THE PLAN PROGRAM ASIDE FROM THOSE EXPRESSLY STATED IN THIS AGREEMENT. EXCEPT AS EXPRESSLY SET FORTH IN THIS SECTION, THE TRAINING PACKAGE IS PROVIDED “AS IS” AND NLBM DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.

6. Restrictions & Confidentiality. Customer hereby acknowledges that the ownership of the Plan Program, including the intellectual property and content of the Plan Programs, is the property of NLBM, or its affiliates, and at no time does the copyright, trademarks or other intellectual property transfer to the Customer.

Customer agrees:

  1. not to rent, loan, resell, distribute, or otherwise assign or transfer any work or derivative work based on materials in the Plan Program, NLBM’s or Family Wealth Planning Institute’s copyright, patent, trademark, trade secrets, or other intellectual property rights;
  2. that any confidential information shared by Plan 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 Plan Program participants during Plan 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.

This temporary License does not include a License to teach or share these resources outside of your own law practice, and if we determine that you are doing so, we will terminate the License, seek injunctive relief, and damages. In addition, while we do encourage you to utilize and customize the resources listed herein, you are not licensed to ​resell or share those customized (or the original) resources with any other lawyers for their use outside of your own law practice.

Customer agrees that if they violate, or display any likelihood of violating, any of the provisions contained in this paragraph, NLBM and/or other Plan Program participant(s) will be entitled to injunctive relief to prohibit any such violations to protect against the harm of such violations and damages.

7. Consent to Recording and Testimonial Usage.

  1. ​By enrolling in the Plan Program and in consideration of the use of the Plan Program and participation in calls related thereto, Customer expressly consents to call recording by NLBM and/or its authorized vendors of your communications with NLBM, including your coaching, support, and training calls for training, marketing, and quality assurance purposes.
  2. To the extent that Customer provides any testimonial(s) to NLBM, Customer hereby grants to NLBM permission to use the testimonial along with Customer’s name, image, and/or likeness for NLBM’s marketing and related purposes, and Customer waives any right to bring a claim under right of publicity, invasion of privacy, intellectual property infringement, or any other related cause of action regarding NLBM’s usage of the same.

8. Dispute Resolution. If a dispute, controversy, or claim arising out of or relating to this

Agreement or the alleged breach thereof, and if the dispute cannot be settled through negotiations within 30 days, the parties agree to endeavor first to settle the dispute by mediation before resorting to arbitration. The parties will select a mediator by their mutual agreement within 30 days. The mediator must have a place of business within Boulder County, Colorado. If there can be no such agreement, each party will submit a list of five mediator choices to the other, rank ordered by preference and each having a place of business within Boulder County, Colorado. The mediator will then be selected based on a further discussion unless an individual is on both lists and then that person would have preference. If the process does not result in the selection of the mediator, then the parties agree to let NLBM select the mediator.

If the mediation does not resolve the dispute within 60 days of the first mediation session or when the mediator declares an impasse, the parties agree that the dispute shall be resolved by final and binding arbitration in accordance with the Commercial Rules of the American Arbitration Association (AAA) before a single Arbitrator. The Arbitrator will be neutral. The arbitration will be held within Boulder County, Colorado. The arbitrator may award the prevailing party costs and/or attorneys’ fees for the Arbitration, however, the arbitrator is not empowered to award punitive or exemplary damages, except where permitted by statute, and the parties waive any right to recover any such damages. Any State’s law invalidating this paragraph shall not affect the validity of the first paragraph herein. The parties understand that arbitration is final and binding and that they are waiving their rights to other resolution processes (such as court action or administrative proceeding).

9. Limitation on Liability. ​NLBM has made every effort to accurately represent the Plan 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. Customer acknowledges that as with any business endeavor, there is an inherent risk of loss of capital and there is no guarantee that Customer will earn any money as a result of his or her participation in the Plan Program.

The Plan Program coaches are not qualified to provide legal, tax, accounting or financial advice for every jurisdiction and for Customer’s unique business practice, and the information provided to you by the Plan Program coaches is not intended as such. Rather, this Plan Program is a general guide on how to address the above enumerated issues in Customer’s business. Customer should refer all specific legal, tax, accounting, and financially related inquiries to appropriately qualified professionals in their jurisdiction to ensure that Customer’s business is in compliance with all jurisdictional requirements.

10. Non-Disparagement. Neither Customer nor NLBM shall make any oral or written statements about the other party which is intended or reasonably likely to disparage the other party, or otherwise degrade the other party’s reputation in the business community.

11. 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.

12. 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.

13. Attorneys’ Fees. In the event of any dispute between the parties concerning the terms and provisions of this Agreement, the party prevailing in such dispute shall be entitled to collect from the other party all costs incurred in such dispute, including reasonable attorneys’ fees.

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

15. 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.

16. Enforcement of Rights and Additional Fees. ​NLBM shall be the exclusive owner of all right, title, interest in and to all the Plan Program Materials licensed to Customer. Customer agrees to pay NLBM all reasonable collection and attorneys’ fees incurred by NLBM as a result of Customer’s breach of the terms of this Agreement, as set forth in more detail in Section 13 Customer also agrees to pay a return check fee of $25, and interest at a rate of one and one​‐​half percent (1.5%) per month on amounts owed to NLBM that have aged beyond thirty (30) days.

17. You agree that any of the following constitute your acceptance to the terms of this Agreement: (1) your signing of the Agreement; (2) your checking a box on an order form or within the members area to confirm your agreement to these terms; or (3) you placing a phone order with a sales rep and receiving an emailed copy of this Agreement and you not cancelling your membership within 30 days of your phone purchase.

18. Authorization of Charges. ​Customer acknowledges that they have read, agree to, and accept all of the terms and conditions contained in this agreement. NLBM reserves the right to amend this Agreement at any time. Upon submission of your order for the Plan Program, Customer hereby authorizes NLBM to charge Customer’s credit card or debit card according to the terms of this Agreement.

Exhibit A:

Service level details for:

Exhibit B:

Life & Legacy Planning Program Pledge & “No-Fail” Guarantee Details & Requirements By investing in the Plan Program, you are making a commitment to yourself and your practice to change the way you do business by serving clients in a new way. We take this seriously and want you to as well.

If you stay committed to your success, so will we. We know this program works for every lawyer who fully works it, and we are committed to doing all we can to make it a reality for you, too. That is why we provide you with our “No-Fail” Guarantee.

NLBM’s “No-Fail” Guarantee is based on the Pledge that you commit to upon enrolling in this program. After you commit to the Pledge (see below), our guarantee is:

“We promise to do everything in our power to not let you fail. If you are still not engaging clients — after 90 days for Life & Legacy Planning Program and 180 days for Life & Legacy Planning Program with Strategic Business Advisor Upgrade — and you are doing the work you committed to in the Pledge, we will continue to mentor and coach* you until you’ve engaged your first two paying clients, giving you the confidence to know you can recoup the cost of your investment.

* With an extension of your complimentary Mentorship & Coaching Subscription which includes access to the forum, group coaching calls, dedicated Facebook Group, and twice weekly Office Hours with a Core Program Coach.

In order to be eligible to get additional support as promised in the No Fail Guarantee, you must pledge to:

  • Complete all the modules of the program in its entirety and the module quiz assessments;

  • Complete the homework with each module and be able to provide evidence of homework completion;

  • Create (or update) your own estate plan in alignment with NLBM teachings, and if you run into a roadblock, ask for support in the private forum and attend and ask needed support questions on at least two calls with our Law Business Mentors for Estate Planning to get your own plan created;

  • Attend at least 3 (or 6, if you are in the Strategic Business Advisor Upgrade Program) calls with your Core Program Coach and execute on action items named in those coaching calls to keep you on track and accountable with your progress through the program;

  • Attend at least 3 ‘Mastering Client Engagement’ and/or ‘Law Business Success Coaching’ group calls, and ask for and receive support on those calls by either submitting a question ahead of time or raising your hand on the call, and engaging on the call.

  • Post your questions and request for feedback and support in the forum at least once every other week, on average (so 6 total times if you have a 90 day trial and 12 total times if you have a 180 day trial)

If you meet all of the above criteria and still have not engaged your first two paying clients within your trial period (90 or 180 days – depending on which version you purchased), we will extend your current Member Support Subscription trial (which include access to the forum, group coaching calls, dedicated Facebook Group, and twice weekly Office Hours with a Core Program Coach) for another 90 days.

Pledging to complete the Plan Program and do the work is the best gift you can give yourself, your practice and your financial health, not to mention the peace of mind in moving from struggle to success by serving clients in a totally new way.

I understand the terms of the “No-Fail” Guarantee and I commit to pledge outlined above should I choose to request to activate the “No-Fail” Guarantee.