The Protected Life Playbook
The Protected Life Playbook
Protect What Matters Most.
A professionally designed educational workbook that helps notaries, LegalShield Associates, financial professionals, and other service providers educate clients about legal preparedness, estate planning, and protecting their legacy — delivered as a fully editable Canva template you can brand for your own business.
No purchase required during this promotional period. Beginning August 2, 2026, the Playbook becomes a $27 instant digital download.
What's Inside
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Purchase the Protected Life Playbook
A professionally designed Canva workbook to help educate families, clients, and small business owners while growing your business. Personalize it with your own branding and use it as your signature lead magnet.
Instant Digital Download
Buy Now – $27Your PDF is delivered immediately after checkout and in your purchase confirmation email.
Frequently Asked Questions
Is this really free right now?
Yes. The Protected Life Playbook is complimentary through August 1, 2026. Beginning August 2, 2026, it becomes a $27 paid digital product.
What exactly do I receive?
A downloadable PDF — a professionally designed workbook with worksheets, checklists, action plans, and bonus resources.
Can I use it in my business?
Yes — the workbook includes commercial use for your business, making it perfect for notaries, LegalShield Associates, and financial professionals who want a branded client education tool and lead magnet.
Will you contact me after I download it?
Yes, you'll receive a short follow-up email series covering legal preparedness education and business resources. You can unsubscribe at any time.
Is this legal advice?
No. This workbook is educational only and does not create an attorney-client relationship. For legal advice, consult a licensed attorney.
Protected Life Playbook™ — Copyright © 2026 Lisa Davis Bonton. All Rights Reserved. Educational purposes only; not legal advice. As an Independent LegalShield Associate, Lisa Davis Bonton may receive compensation if a reader enrolls in a LegalShield membership through referral links. LegalShield benefits vary by plan and state.