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FINANCIAL SERVICES COMPANY
SUBSCRIPTION LEGAL PLANS:

Basic

Business Plan

$3,000 Single Annual Payment, or

$300 per month

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Includes:

  • 10 Billable Hours Per Month

  • Rollover any unused hours from the previous month's 10 billable hours to the next month (new month's hours are first used, cannot roll any unused hours a second time).

  • Maximum of three separate legal issues per month.  

  • Currently no more than ten (10) employees.

  • No Retainer Fees

  • See how we compare to LegalShield & LegalZoom: (Click Here)

Basic-Plus Business Plan

$5,000 Single Annual Payment, or

$500 per month

​

Includes:

  • 20 Billable Hours Per Month

  • Rollover any unused hours from the previous month's 20 billable hours to the next two months (new month's hours are first used, cannot roll any unused hours a third time).

  • Maximum of five separate legal issues per month.  

  • Currently no more than twenty (20) employees.

  • No Retainer Fees

  • See how we compare to LegalShield & LegalZoom: (Click Here)

Complete Business Plan

$8,000 Single Annual Payment, or

$800 per month

​

Includes:

  • 40 Billable Hours Per Month

  • Rollover any unused hours from the previous month's 40 billable hours to the next four months (new month's hours are first used, cannot roll any unused hours a sixth time).

  • Maximum of ten separate legal issues per month.  

  • Currently no more than fifty (50) employees.

  • No Retainer Fees

  • See how we compare to LegalShield & LegalZoom: (Click Here)

Financial Services Legal Services:

Legal Services for Financial Services Companies:

  • Complete Corporate Legal Services

  • Administrative Law Actions Defense

  • Americans with Disabilities Act (ADA)

  • Antitrust & Competition

  • Arbitration Proceedings 

  • Articles of Amendment

  • Beneficial Ownership Info Report

  • Bankruptcy Filings

  • Breach of Contract

  • Business Annual Reports

  • Business Contract Consulting

  • Business Contract Drafting

  • Business Contract Review

  • Business Filings

  • Business Incorporation & Formation

  • Business Licenses

  • Business Permits

  • Business Plan Development & Assessment

  • Business / Corporate Resolutions

  • Buy, Sell, Rent & Lease Agreements

  • Bylaws

  • Capital Markets Consultation 

  • Capital Markets Legal & Compliance

  • Capital Markets Listing - OTC, NASDAQ & NYSE

  • Capital Markets Listing - International Exchange

  • Civil Litigation Support

  • Commercial Real Estate Law

  • Construction Law

  • Consumer & Commercial Disputes

  • Data Privacy & Cybersecurity Consultation

  • Debt Collection, Negotiation & Settlement

  • Deed Services

  • Doing Business As Filings ("DBA")

  • Entity Conversions

  • Enviornmental Law

  • Eviction Law (Tenant Side)

  • Eviction Law (Landlord Side)

  • Federal Tax ID ("EIN")

  • Foreign Corporation Qualification

  • Freedom to Operate Analysis 

  • Immigration Law (sponsorships)

  • Independent Contractor Agreements

  • Insurance & Risk Management

  • Intellectual Property - Copyright

  • Intellectual Property - Patent

  • Intellectual Property - Trademark

  • Intellectual Property Infringement

  • International Incorporation

  • International Trade Commission

  • Labor & Employment (General)

  • Labor & Employment (Hiring & Firing)

  • Lease Agreements

  • Litigation Support Services

  • Mediation of Legal Disputes

  • Mergers & Acquistions (dependent on deal size)

  • Non-Disclosure Agreements

  • Operating Agreements

  • Private Placements

  • Promissory Notes

  • Real Estate Law

  • Regulatory & Compliance

Legal Services for Financial Services Companies (continued):​​​​

  • Recalls & Product Liability Actions

  • Secured Lending Law

  • Securities & Blue-Sky Compliance

  • Small Claims

  • Supply Chain Disputes

  • Surety Bond Advisory

  • Trademark Monitoring 

  • Trademark Registration 

  • Trademark Searches

  • Traffic Accident Law 

  • Traffic Ticket Defense

  • Warranty & Consumer Protection

  • Writs of Attachment

  • Writs of Execution 

  • Industry - Anti-money laundering and sanctions compliance

  • Industry - Claims based on fraud and aiding and abetting liability

  • Industry - Consumer claims involving fees, charges, and payment processing

  • Industry - Fair Credit Billing Act (FCBA) violations

  • Industry - Fair Credit Reporting Act (FCRA) violations

  • Industry - False Claims Act (FCA) investigations and litigation

  • Industry - Fair Debt Collection Practices Act (FDCPA) and other improper collection practices claims

  • Industry - Government investigations

  • Industry - Ponzi and other fraud schemes

  • Industry - Real Estate Settlement Procedures Act (RESPA) claims

  • Industry - Truth-in-Lending claims

  • Industry - Unfair or deceptive acts or practices

  • Industry - Uniform Commercial Code disputes

  • Industry - User agreements and related disputes

  • Specialty: Alternatives

  • Specialty: Asset Finance & Leasing Companies

  • Specialty: Broker Dealers

  • Specialty: Capital Markets

  • Specialty: Commercial Banks

  • Specialty: Commodities

  • Specialty: Consumer Banking & Lending

  • Specialty: Corporate Trusts

  • Specialty: Credit Card Companies

  • Specialty: Derivatives

  • Specialty: Digital Banking

  • Specialty: Family Offices

  • Specialty: Hedge Funds

  • Specialty: Insurance Companies

  • Specialty: Investment Advisors

  • Specialty: Investment Banks

  • Specialty: Leveraged Finance Companies

  • Specialty: Market Makers

  • Specialty: Mortgage Lenders

  • Specialty: REITS

  • Specialty: Structured Finance & Securitization

  • Specialty: Venture Capital

  • Much More….

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