89. How to Legally Protect Your Online Business

How to Legally Protect Your Online Business

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For the first-time ever, you can now access my full-length live legal training via podcast format! 

You’re busy. There’s a lot going on. At the end of a long work day, the last thing you want to do is sit at your computer for another hour. Even if that hour is spent learning how to legally protect your online business. That’s why I’m offering my newest live training – How to Legally Protect Your Online Business: Five Simple Steps Every Entrepreneur Must Take (before it’s too late) – here. Take me on your commute, walk the dog, cook up an amazing meal – and let’s get to it.

5 Simple Steps Every Entrepreneur Must Take 

Before it’s too late

In this episode, you’ll hear first-hand how to ditch the fear of doing something illegal by…

  1. Picking the right business entity so your personal liability is limited 
  2. Knowing what you need to form your business so it’s done right the first time 
  3. Choosing the right business insurance so your money is protected 
  4. Using legitimate contracts and policies so you’re protected with clear boundaries 
  5. Creating a scope of practice so you can (hopefully) avoid getting sued 

Why legally protecting your online business is required (and deserved)

As a lawyer, I understand the importance of having a rock-solid foundation in your business. Knowing that your content is legally protected can give you the confidence to focus on what truly matters. Fellow business owners tell me all the time that the stress of “you don’t know what you don’t know” keeps them from building a business on their terms. And that getting legally protected would provide so much space to create new material, get another certification, or increase their client roster. 

I challenge you to imagine how your life and business would be different if you had your legal and financial foundations taken care of. Take a moment to jot down one to three things that you would love to focus on in your business and make it a reality. Don’t let the anxiety of working with clients stop you from achieving your goals.

The essential mindset shift you need to make when thinking about legal protection

Are you feeling overwhelmed by the legal aspects of starting a business? You’re not alone! In the US, the legal system is known to be particularly litigious, but it doesn’t have to be daunting. 

It’s important to understand that legally protecting your business is a mindset shift that will help you achieve the success you desire. I was reminded of this lesson when I watched Pastor Cal on the reality TV show Married at First Sight. He advised a couple that had fallen head over heels for each other to go all in and not wait to see how their relationship worked out. This struck me as similar to how many of us approach our businesses. We think that when our business is successful, then we’ll invest in ourselves and take the necessary steps to legitimize it. But unfortunately, it doesn’t work this way. 

When it comes to legally protecting your business, we must focus on where we’re headed, not where we are now. We have to plan for success, not wait to see if our business works out. If we get clear on our vision and create a plan, we can put ourselves in the best position to succeed.

Plan for success, protect the future 

When I made this shift in my own business, I went from a small business that was growing to one that was beyond my wildest dreams. I stopped acting like the business I was at that moment and started asking myself questions like what would the CEO of my ideal business be doing day to day, and what would she prioritize? With hard work and grit, I was able to make a series of good decisions and eventually saw success. 

If you’re ready to take your business to the next level, start by changing your mindset and get legal protection to future-proof it.

How to register your online business properly

Registering the right business entity is a crucial first step in setting up a legally legit business and protecting yourself from personal liability. Choosing the right entity type can be a difficult decision, but each option has different benefits. A sole proprietorship is the most basic form of business entity and doesn’t come with any personal liability protection. On the other hand, a Limited Liability Company (LLC) grants members limited personal liability protection. This means that any debts or liabilities incurred by the business are separate from you as an individual.

How to act like an LLC

In order to maintain personal liability protection, it is important to act like an LLC and keep personal and business finances separate. This includes having contracts in the business name, signing on behalf of the LLC, maintaining detailed bookkeeping records, and making it clear that your business is an LLC when doing branding and marketing. Registering the right business entity is an important step in growing a legally legit business and protecting yourself from potential liabilities.

What’s Next? Episode 89 Continues  

Listen to the full training to hear more about the different types of business insurance, properly using contracts and policies, and how to ensure you’re operating your business legally. And find out everything that’s included in my Ultimate Bundle™.

Listen to On Your Terms on your favorite podcast platform

Listen to the show on your favorite podcast player and be sure to follow, and leave a review to help introduce the show to more online business owners just like you!

Resources Discussed in This Episode

The Ultimate Bundle™ is now on sale at its lowest price ever. If you’re ready to legally protect your online business so you can run it with the confidence that it’s legit, I’d love to welcome you to the Bundle! 

Episode Transcript

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Sam Vander Wielen: Hey, hey. And welcome to this very different replay podcast episode for you. I’ve never done something like this before and I’m really excited to share this with you because I always think that I know you’re busy and I know you have a lot going on. I know at the end of a long workday, you probably, like me, don’t want to sit in front of a computer for like another hour, especially if you can listen to it on the go or, like, listen to it while you’re walking or cooking or helping your kids. So whatever it is, I hope that this makes it a little bit easier. You’ll have to let me know whether or not you like this format or something, because I would love to do this for you again in the future, but I only know if it’s helpful if you reach out and tell me.

So, welcome to this replay of my brand new training called How to Legally Protect Your Online Business, Five Simple Steps That Every Entrepreneur Must Take Before It’s Too Late. I’m so excited to be here with you today. So, let’s get started. So, I always say that it’s best at the beginning of a workshop or any sort of training to block out any of the other distractions that you might have going on. So, depending on what you’re doing, obviously I wanted to design this for you so that you could listen to it if you are a little busy. But if there are any optional distractions, let’s just agree to close out of any other apps or put your computer down or whatever. Sometimes I find that like putting in headphones helps me to focus a little bit more, even if I’m cooking or something like that. So let’s get focused because I know you’re here and you’re ready to learn how to legally protect your business.

You’re also going to want to listen all the way through because the end, I’m going to share some bonuses with you that you can only get for listening to this training and only for a limited period of time. So, I always practice what I preach in my trainings because, well, first of all, legally I should, but then also because I want to show you in like an action what it actually looks like to talk about legally protecting yourself or your business, establishing boundaries, scope of practice, all that kind of stuff.

So, I always start out by sharing with you that although I am an attorney, I don’t practice law, right? Meaning I don’t provide legal services. Like I don’t act as anybody’s lawyer if people get sued. Or I don’t do like custom work for people., I don’t give legal advice to you even if you purchase something from me. I never establish that attorney-client relationship with you. Instead, I sell DIY legal templates and my bestselling Ultimate Bundle program, which you’re going to hear about later. As long as that’s okay with you after a whole big full training.

So, just keep that in mind that today’s workshop is educational and informational only, but I think you’re going to get a lot out of it. So, I want to make sure that you showed up to the right workshop. So, tell me if this sounds like you. You can just say yes out loud or nod your head if you’re somewhere where you can’t talk out loud. But you’re definitely in the right training for your business if you want to grow an amazing business without wasting time Googling answers to legal questions that are totally freaking you out. You might have tried figuring out the legal, financial and insurance set up for your business on your own, but now you kind of need a trained professional to hand you a step-by-step plan. Or maybe you wish that you could just get the legal piece taken care of so you could focus on doing the work that you love.

If you’re new to business, you might feel like you don’t know what you don’t know about the legal stuff. I hear that all the time. You are definitely not alone. And you might want to make sure that you do it right from the start, so you don’t accidentally land in legal hot water. Something I hear from my customers all the time is that they are the kind of people who just like to do things right from the start. On the other hand, you might be somebody whose business is growing and you want to make sure that your business is legit before you scale it even more.

On the flip side, I am definitely not the right person for you, or this is not a good training for you if you’re looking to skirt the laws or like get rich quick or something like that. I definitely don’t help anybody figure out how to avoid the law. And I’m also not the right person for you if you just want to hire, if you’re looking just to hire an attorney to do everything for you or represent you in some way because like I said, I don’t do that. Last but not least, you’re in the wrong place if you’re going to get annoyed when I invite you at the end of this very valuable training to learn more about the Ultimate Bundle, to join us inside of the Ultimate Bundle, only if it’s right for you and offer you a load of free bonuses to do so.

So, in case we don’t know each other yet, and I hope you’ve been a listener of the podcast, but maybe you’re new. I’m Sam Vander Wielen. It’s so nice to meet you. I’m so appreciative that you’re here. I am an attorney turned entrepreneur. I was a corporate litigator for over five years in Philadelphia, where I was born and raised. And in 2016, I left to start my own health coaching business. I wanted to do something completely different than the law, and I wanted to pivot. Really honestly, I just wanted to teach people how to cook because I love to cook. That’s what I do in all my free time.

So, I left in 2016 to start that health coaching business. But apparently, the universe kind of had other plans for me because as hard as I was trying to get people to sign up for my health coaching services, And like cooking packages and all this kind of stuff, my online phone rang off the hook with questions about legal stuff for online businesses instead.

So, in early 2017, it feels like a million years ago now, I shut down my health coaching business and I launched Sam Vander Wielen LLC to help you learn how to legally protect your business. So, for over now the past five, almost six years, I’ve helped over 40,000 coaches and service providers learn how to get paid, get legit contracts in place, form their businesses, and protect their content from online copycats. I’ve been really fortunate to be featured in a lot of online places like Medium and on Luscious Hustles Podcast multiple times, and I spoke at FearlessCon, and Nutritious Life, and at WELL Summit. I’ve been featured on both the podcast and on the websites or Wellpreneur and Lifestyle Edit. The list goes on. I’ve been very fortunate.

So, when I started my own online business, I had no clue what I was doing in terms of like probably I would say more of like the marketing online business side of things, right? I googled everything. I was buried in every single free guide and checklist. Like if I ask you to put your hand up right now, if you’ve done this too. Like I wish I could see the sea of hands that would probably also go up because I feel like everybody has gone through that period in online business where they were buried in free guides and checklist. So, I also distinctly remember back in 2016, still Googling what is a landing page? I didn’t even understand. And now I have enough landing pages. If I had a dollar for every landing page I have, then I would be set.

So, I remember, that stuff was confusing. Maybe the legal stuff wasn’t confusing to me, but that certainly was. And I really focused and I’m still very focused on building my foundation. Even as successful as my business has gotten in the last five or six years, I am consistently focused on my foundation and strengthening that foundation. So from the start, I decided that I wanted to build a business that was built on a simple, straightforward digital product suite. I didn’t have a million different things to offer, a million different programs. I personally didn’t offer services and products. I was just doing digital products.

I also decided really early on I was going to do that through a consistent marketing system that was primarily based on content that works for me, as I say. So, sometimes that’s SEO type content. I write really SEO optimized blog posts, and I focus more on keyword stuff and titling and all of this kind of stuff so that people are consistently finding my content who are looking for it already instead of going to social media. And I always joke that it sometimes feels like you’re like screaming into a vacuous void, and just hoping that someone hears you instead. I always like the idea that with SEO, it’s like, well, people are looking for something and then you give them this like right there when they’re looking for it.

But that also means that I also focus on really solid, cornerstone pieces of content that last that I can continue to share, that I can rework and rebreak out into other things and other platforms and all that kind of stuff. So, if you’ve been in my community, you probably see I have a very consistent marketing system, primarily evergreen content. And I did all of that without cold DMS or calls or discounts and launches and all kinds of crazy stuff. I really kept it pretty simple. I’ve built my multi seven figure business on a very simple evergreen platform. And the whole time I could sleep tight knowing that I’d focused on a solid legal and financial foundation for my business too, so that I could focus on doing what I love, which is helping you learn how to legally protect your business.

So, I have to tell you about a crazy moment that even as a lawyer that I had a few years ago as a kind of midpoint of my entrepreneurial journey. So let me paint the picture for you. I was sitting and we work in Philadelphia. And I was on an SEO meeting with my contractor, Melissa. And Melissa was looking at where we were getting traffic from and pings and sites and whatever, all this SEO stuff. And so, we’re going over all of this. And she tells me, you were getting all these clickthroughs from this website, right? And she tells me what it is. And the website name kind of lent itself to like, it sounded to me like it was a business coach. So, I was like, oh, okay, cool. Let’s go see who she is, because I always get referrals very nicely from business coaches and programs and schools and certification programs and all this kind of stuff.

So, I thought that that’s what it was. And I just thought, I’ll reach out to them and say, thanks, and is there anything I can do to help you? So, imagine my surprise when I pop in the URL that Melissa told me about and up pops my website essentially with this person’s name and picture swapped out for me. I’m telling you that all of my customer testimonials were there, with every time Sam was written, every time the customer mentioned my name, they swapped out this person for this person’s name. Including all of my clients’ pictures, like they even kept the same pictures. All of my products and descriptions of my products, all of my blog posts, all of my everything, all the content of all the pages. Every single page was identically copied, including the design.

There was even a link and a call to action, encouraging people to join my very own Facebook community that I had at the time. Don’t worry, I don’t have that anymore. It turns out that another lawyer online selling trying to start up a legal templates business stole my entire website. The very juicy kind of long story about how and why she did this, it was a whole thing. And it’s for a cup of coffee that we will hopefully have together one day in person.

But you can imagine what happened next. I basically freaked the heck out. I was so angry. I felt like invaded and exposed and I was so mad and sad and just disappointed in this person. Like, just so many things. But then my attorney pants kicked in and I got to work. Within an hour, I had the site taken down. Within a few hours, I had a letter out the door, the attorney on the phone, begging me not to sue her. And then the problem resolved. Basically, I wanted the thing taken down. I wanted an apology and I wanted to make sure that the products hadn’t been distributed that kind of, the bigger, it’s like a tourniquet. You’ve got to stop the bleeding, you know.

So, I know what you might be thinking. You might be thinking, well, yeah, you’re an attorney. So, like, of course, you knew what to do, right? But like, what would I do? And I had already had this business for several years when that had happened to me. But I can tell you honestly, that like in that moment, there was definitely like, this ignition and the spark. I definitely loved what I did before that, and I loved helping people and I understood what I was doing and all that kind of stuff. But when that happened, I think it was this little moment that I needed that gave me this anger of if my customer was in this position, if this r like somebody before they became my customer, right, my ideal customer, if this happened to them, if this happened to you without legal protection, without legal knowledge, without the Esquire after your name, knowing what to do and to have the ability to intimidate somebody, when you send out what we call a nasty gram to somebody and you have Esquire after your name, it helps.

And so, I thought, how dare somebody do this to somebody who’s not in that position? How privileged and how lucky I was to know what to do, know how to respond, know what to say, be able to intimidate. But I don’t ever want anybody to be in that position or anything similar. Or maybe it’s like a client doesn’t pay you and they stiff you on payment or a client quits in your contract earlier, a client starts mimicking or copying you. There are many other scenarios too.

But I don’t ever want you to be in one of those scenarios and be like having all those same feelings, that same anger, the same invasiveness, all that stuff and not know what to do. I couldn’t imagine having all of those feelings on top of immobilization. That is not okay with me. And so, I am still extremely, as you can hopefully tell, fired up to tell you like that this is why I do what I do. This is why I help people every single day. So, I help thousands and thousands of people all over the world every year. This stuff definitely doesn’t just happen to me, unfortunately.

Here are just some of the scary legal moments that my customers experience before they got the Ultimate Bundle. Like Annie Miller, for example. She was done with clients pushing boundaries, asking for refunds, and worrying that they were getting inspired by her content. And so, she got the Ultimate Bundleso she could learn what to do and how to have things shored up. Khloe, on the other hand, had grown her money coaching business really quickly. And then she realized that she wasn’t as confident that what she had built was protected. She knew she built a really good business, but it kind of escalated quickly, and then she wasn’t sure that it was protected.

Maya, on the other hand, our ultimate model customer, Maya Nicole, she built an incredible Instagram business this past year too. And Maya actually shared with us the other day that having the Ultimate Bundle this year helped her to save tens of thousands of dollars in chargeback threats because she was able to successfully rebut them and win and keep the money.

Christina watched somebody that she was friendly with online steal parts of her signature course and start selling it as her own. She even tried to say that she couldn’t remember where she got the email templates from, which was super interesting. And Christina was able to successfully navigate that.

These are all real situations that have not only happened to my customers, colleagues, and friends, but I’m wondering, whether this is maybe something that you’re worried about happening to you too. I hope it hasn’t happened to you already, obviously. Luckily for you, we’re going to hop into the five steps that I’m going to teach you today that will help you to set the legally legit foundation for your business. We’ll learn how to legally protect yourself, your business’s money, your sanity, boundaries, and even your future.

So, here’s what you’ll learn today. Step number one, we’ll go over the mindset shift that you have to make when it comes to legally protecting your business. I’ll give you a little hint. It’s where you’re going, not where you are right now that matters.

Step number two, how registering the right kind of business entity and acting like a business online protects your personal assets. We’ll go over how registering correctly protects you personally. Step three is that we’ll talk about what you have to get in place soon so that you don’t owe a dime if you did get sued, ever. So, we’re really covering like worst case scenarios so that you have nothing else to worry about.

Step four, we’ll talk about what contracts you need and the policies that you need that can totally save your vegan bacon. Step five, I’ll teach you the real key to staying legally protected, which is knowing what you can legally do in your business, otherwise known as scope of practice. I’d love for you to imagine for a moment how your life would change, how your business would change if you knew that your content and your business were legally protected. It would be amazing I imagine that you could have the confidence to know that this is taken care of.

I shared earlier how I get to do what I love because I know that I have a rock-solid foundation. And yes, I know it’s convenient for me because I’m a lawyer, so I can do that kind of stuff, right? But I help people do that for their businesses too. And I would be so curious if you took a moment or if you’re taking notes as I’m talking, if you took a moment to think about what would you love to focus on? What could you focus on more if you had this legal piece taken care of, you had your financial foundation taken care of.

Sometimes people will share with me that they’ll be able to think more about the clients right and not have so much anxiety about working with clients. They’ll actually be able to sit down and create the course material. They’ll be able to get another certification. Just think, maybe jot down one to three things that you would be able to focus on in your business, what you would love to be able to focus on in your business if you knew that you had this piece taken care of.

All right. So, let’s dive in. Step number one. The mindset shift that you have to make when it comes to legally protecting your business. So first, we have to understand how the U.S. legal system works, and this applies to many other countries outside the U.S., unfortunately. But the U.S. is especially known as being a pretty litigious place.

So, here’s a little story time which you will recognize if you watch the reality TV show Married at First Sight, which whenever I’m like really low on content, that’s what I go do. So Pastor Cal, who is one of the experts on Married at First Sight. In case you’re not familiar, Married at First Sight is this reality show where people get married without ever having met before and they’re paired up by this team of psychologists and like religious experts and all these different people who decide based on a series of interviews and tests and surveys and all this, that these people are soul mates. So, it’s very interesting.

So, Pastor Cal is one of the experts in the show. And the experts throughout the season go and visit the couples and he goes and visits a couple that has like fallen head over heels fast. Like they were one of the couples that was like it felt like love at first sight, where some of the other couples take weeks and months to warm up to each other if they ever do.

But when Pastor Cal goes and visits this couple that’s like all over each other and super happy, the husband is still kind of like hedging his bets. And Pastor Cal laid down his best advice for this guy. He was saying that you can’t wait to see if this works out, to then start sharing your love, your feelings, your emotions, and then go all in. It’s going all in that’s going to allow you to fall in love with her truly and deeply.

And it was just so funny for me, because when I watched that, I thought that’s so similar to what happens in your business, because I think what what people do sometimes is that they think, okay, when my business is successful, then I’ll bet on it. Then I’ll believe in myself enough that I will invest in myself. I will do the foundational things like I’ll legitimize it with legal stuff and financial stuff, or I’ll upgrade something. I’ll get a website. But that’s not how it works, right? We get this stuff and that’s part of what makes it legitimate and that’s part of what helps it to grow. It’s not the other way around.

So, let me ask you this. Do you ever catch yourself doing this? You can just say yes out loud to yourself or not, if you’re out amongst people. Do you ever find yourself stalking people in your industry who look like they’ve made it, but yet you don’t have the confidence to make it happen for yourself? Or maybe you feel that way?

Do you feel like you count yourself out of the room before you’ve ever even entered it? I feel like I do that all the time. Do you feel like you played a little safe so that you have an easy out if your business fails? I think a lot of us, if we got honest with ourselves, we we do that throughout our business journeys. I still do that where it’s like, well, this is good enough, right, because it feels scary to go for more.

Your thoughts are impacting your actions. We have to stop believing that this might not work out and start planning for it to work out. So when it comes to legally protecting your business, we’re setting ourselves up for current and future success. We’re putting ourselves in the best position possible. In other words, your future proofing your business.

Your focus shouldn’t be on where your business is today. Your attention has to go to where you’re headed. We’re protecting what you’re building, not just what you’ve got now. This was where this was like the greatest I think shift that I made. Absolutely 100 percent free, mindset shift tip. And there’s no harm in trying it, in my opinion.

When I made the shift personally, I went from being like a good business, a little business that was kind of growing, still small, to being like beyond my wildest dreams because I stopped acting like the business I was at that moment and started being like, okay, what’s my goal? Let me get like really clear on what exactly I want here. And then what would that kind of business be doing? What would the CEO of that business may be doing day to day? What would her task be? What would she not be doing? What would she be offloading? What would she not have time for? What would she prioritize?

I started asking myself those questions and just started doing that. And it was like all of a sudden the universe was like, well, I shouldn’t say all of a sudden because I’m a big — I don’t like to sugarcoat things and make it sound like all you have to do is like change this mindset and then it happens. It was a lot of hard work, but by doing that and making a series of good decisions and a lot of hard work and grit and making mistakes and learning from them and reflecting and not giving up, the business grew. But I think that changing that mindset was the catalyst for that growth.

So, if you think about where you’re headed, you get clear on that vision of where you want to go, what kind of business are you building here, that kind of business needs legal protection. In fact, legal protection will get you there. There are immediate benefits to getting legal stuff in place.

So for one, you’re going to look and be professional, which is going to attract good clients. You’re going to get paid on time, which any growing business needs cash flow. You’re going to protect your content, which is your intellectual property. It’s really important for any legitimate business. You’ll set clear boundaries so that you’re not running around and losing your mind, which you’re going to need to be able to grow your business. Because if you’re spinning your wheels and spending too much time with clients and going above and beyond and offering them things that you didn’t ever promise them because you don’t want them to feel bad or there was some miscommunication, you’re not going to be able to grow your business.

You’re also going to be able to attract and work with the right clients. The clients who intend to pay you, who intend to show up on time, who really respect you, and are going to get a lot out of your work together. And by getting a lot out of your work together, they’re going to get a lot of results, which is what’s going to push them to tell their friend Paula about it when they’re out to coffee. So it’s really important.

Our Ultimate Bundle member, Liz Sanfilippo, said, I feel a huge weight lifted off my shoulders knowing that I’m protecting myself and fine tuning my scope of practice with my online course. I didn’t realize how much it was holding me back until now. So many people share such a similar sentiment with me.

All right. Step number two, how registering the right business entity protects you personally. So with registering your business, we want to personally separate you from your business so that if and when something was a problem, only the businesses assets are at risk. This legal concept is called personal liability protection. You might have heard of it before.

So to register your business, you want to register in the state where you live and work. You do that by choosing first a business entity type to register your business as. So some business entity types are LLCs, a corporation, sole proprietorship, a partnership, et cetera. And so in your state, they’ll have steps for you to file as an LLC or file as a sole proprietor. It’s you choose at first what kind of business entity you want to be, and then you file as that you follow your state’s steps.

It usually requires one or two forms depending on the state, a fee, of course, anything else that they might require as follow up. And usually as soon as you do so, most states are online and they just instantly are very soon thereafter will email you or mail you official documentation, might be called Articles of Formation or Incorporation. Every state, of course, is different. I wish we could all get on the same page. It would make my life easier. And then hooray, your business is registered. It’s really as simple as that. You go through those steps. These are all steps I teach really in depth inside the Ultimate Bundle.

And so when you’re deciding to go register, really it’s that first step I was talking about. That’s the, not the trickiest, but I guess it requires the most decision making. Because in that stage, most people are deciding in our types of businesses with online coaching, service providing businesses, people are deciding, should I register as a sole proprietor or some states call it a sole proprietorship or should I register my business as an LLC?

So, I want to break each of them down so you know the difference and maybe you can decide. So a sole proprietorship is just a type of business entity that a lot of solo entrepreneurs start with. A sole proprietorship can only ever be owned by one person, meaning you can’t have business partners. And with a sole proprietorship, I just need you to know that you get zero personal liability protection, zilch.

So that personal liability protection that I defined earlier, which is where you personally are not liable for what happens in your business, you don’t get any of that with a sole proprietorship. So what that means is that if your business ever gets sued or it owes a debt to someone or something bad happens in your business, any of your personal assets are fair game because you personally are responsible for whatever happens in the business.

This is why LLCs were created. And this is why LLCs are so popular because LLC, which LLC stands for limited liability company, is just another kind of business entity. So it’s another option. It’s like either sole proprietor or LLC or partnership or whatever. So it’s just another option. And with an LLC, you can own an LLC by yourself, or you can own an LLC with many business partners or one business partner. That option is open to you, but you can also just own an LLC by yourself. When you own an LLC by yourself, it’s called a single member LLC.

With an LLC, you get what’s called limited personal liability protection, which is the most amount of personal liability protection that you can get. There’s no absolute personal liability protection, but LLCs do grant their members limited personal liability protection, which means that you are personally separated and insulated from the actions of your LLC. As long as you properly act like an LLC, which is something that I teach about a lot, both in my content and in the bundle. And we’re going to talk about it right now.

So when you have an LLC, everything that you do in your business is between your LLC and your client or the purchaser or the customer. So that would include things like contracts and website policies, your insurance policy, your bank accounts, all of those kinds of things. Because by building a barrier between you personally and your business, you maintain that personal liability protection that the LLC entitles you to.

So by having your contracts in your business’s name, signing on behalf of your business, having your insurance, all of that stuff, we’re continuing to build up this brick wall between you as a person and your business that you just own. That’s what we want to continue to work on. It’s an everyday thing as a business owner.

Having an LLC is not the end of the legal story though. So it’s not just like, oh, okay, I got an LLC now, I don’t need to worry about any other legal stuff. You have to continue to act like an LLC. You have to have some of the other pieces in place that we’re talking about today. And you have to maintain this personal and business separation carefully and in an organized manner moving forward.

So when you have an LLC, for example, your personal money and your business money should not be mixed. They should not be commingled in the same account, or you shouldn’t be using the same credit card to charge personal expenses and business expenses. Everything has to be separate. Your contracts have to be in the name of your LLC. You have to sign on behalf of your LLC. You need detailed and clean bookkeeping records. You have to make it clear that you’re an LLC when you’re doing branding or marketing, that kind of stuff.

So hopefully you’re seeing so far, we’re only two steps in, I hope you’re seeing so far about how simple it is, how simple it can be to grow a legally legit business. So step number three is what you have to get in place ASAP so you don’t owe a dime if you get sued because we want to go over the worst case scenarios that we just remove that as even being an issue. We’re going to talk about how to set up your business money.

So in terms of the setup, once we’ve formed our businesses like we just talked about, we take those registration documents that we got from the state, we take our PIN number, you register for an ID number with the IRS and you go to a bank and you open a business checking and savings account. The business checking and savings account should be in the name of your business or your LLC if you have that. And then you connect that business checking and savings account to a PayPal account or something similar that you’re going to use online.

Then we go and we get business insurance. So the reason that we go and get business insurance after we’ve set up our business and we’ve set up our business bank account is because business insurance financially protects you in a lawsuit by providing you with a lawyer, paying the lawyer’s bill, and then paying for any settlement or judgment against your business. So in other words, you’re not financially responsible, even if you get sued.

So if we’ve set up an LLC properly, it’s great that you’re not personally liable for anything anymore. That’s wonderful and that’s step number one. But then the other issue would be like, well, I don’t want your business to be financially liable for that either, because it’s going to be really, really expensive. And any lawsuit would probably bankrupt a business. So that’s why we get business insurance, because they step in and provide you with a lawyer and pay the settlement or judgment for anything that’s covered by the policy.

So what kind of business insurance do you need? There are many different types of business insurance. Which type you need depends on what you do, how you work with people, and how much coverage you want. One of the most popular types is professional liability insurance. It’s otherwise known as errors and omissions, E&O, that kind of stuff.

So errors and omissions insurance or professional liability, it covers mistakes made in your services and your offers or alleged mistakes. Keep that in mind. So this is what people have said. Like I went to Sam and she told me to eat coconut and I got sick because I’m allergic to coconut, something like that. Or I worked out with Sam as my personal trainer and I broke my ankle or, well, that’s a bad example because that’s actually for commercial general liability.

But maybe it’s that, you know, I gave them some sort of gastrointestinal distress from some diet I recommended, or I recommended some financial plan and it made their savings dwindle down or I told them to get some career, and they hated the career and everything in their life went to hell. And so now they blame me. So it’s basically professional liability covers what people say like you did wrong, bad advice that you gave them that made something go wrong or a tip that impacted them or hurt them or something like that.

Another kind of very popular type of business insurance is commercial general liability insurance. Sometimes online entrepreneurs need this. Sometimes they don’t. Pretty much every online entrepreneur needs professional liability. But with commercial general liability, it depends. Commercial general liability covers bodily injury and property damage to someone else’s property, as well as libel and slander. So if you offer workshops, obviously if you teach in person, if you have a physical location, if you do like classes sometimes, anything like that, you definitely want to talk to somebody about commercial general liability.

There are also other — I mean, there are many, many types of business insurance. There’s also like cyber liability, social media policies, financial policies, all different kinds of things. You can get an umbrella policy. So it’s something to look into if you’re, obviously ,if you’re starting up your business and you’ve taken these steps, but it’s something to look into in order to financially protect your business and by doing so yourself.

Step number four is about how proper contracts and policies can totally save your vegan bacon. So attorney prepared contracts and policies prevent the wrong kind of people from working with you in the first place. Like I know sometimes people are like, I don’t know if I want to send such a serious contract because I don’t want to scare anybody off. And I’m like, first, maybe there’s a misconception that, well, at least I can just speak from my contracts personally, my contract templates. They’re not scary, not super long, they don’t yell at anyone. They don’t do anything terrible. So that’s one.

But two is that if someone is scared off by a legit contract like that, then at least in my opinion, then I wouldn’t want to work with someone like that because you’re not asking them to do anything crazy. You’re just asking them to commit to stuff you’ve already spoken about. So if they’re not willing to do that, you have to ask yourself why.

Plus, I know one of the things that I love most about having legit contracts and I know so many of our customers say the same thing, is that contract set clear boundaries so you can prevent those awkward conversations, creating rules on the fly, which is exhausting and takes up a lot of time, or not knowing how to navigate a sticky situation. It just cuts all of the decision fatigue, all that background mental noise that we have as business owners. And frankly, we have enough to do, I think.

The terms of your work together instead are laid out nicely and in an easy to read contract that’s specific to what you do. So if you coach clients one-on-one, whether you have like a three, six or nine-months program or you’re a practitioner of some sort or consultant or you even do like a one off or a VIP day, you would get a one-to-one client contract for that kind of work.

If you run some sort of group program where there’s like maybe some regular meetings, even if it has access to some content, you would use a group program contract. If you have something though, like a membership or a course or something that people can purchase from you when you’re sleeping, you’re not involved in the onboarding process or something like that, then that’s what you would use, at least what I call and what I have, as a terms of use template, because that’s something that you incorporate at checkout and you have people agree to it ,instead of signing it because they’re buying it when you’re not around. If you want to offer like an affiliate program, for example, so people can sell your stuff and make a cut for it, you would use an affiliate agreement contract.

Now, what about your website? You might have heard that you need these website policies. What are they? Where do they go? The three website policies that you need to have for any website that you have is the website terms and conditions, a website disclaimer, and a website privacy policy. Those are the three, the terms and conditions, disclaimer, and privacy policy.

Terms and conditions are kind of like the more catch all policy for your site. It’s where we go over what your intellectual property rights are that you’re asserting them, how people can share your content, some payment stuff, third party disclaimer, all of this stuff. We kind of lump all this into the terms and conditions. It’s something you can use to include at checkout when people are purchasing very simple digital products, like something that’s downloadable, an e-book, something like that. You could also use the terms of use contract. It kind of depends on how and where you’re selling it, but that some people do use terms and conditions for that.

The website disclaimer is very legally very important because that is actually what you use to disclaim liability, saying we are not responsible for things that happen as a result of your use of this website, for reading the content, for working with us. It’s really your one shot at trying to tell people, hey, I’m not responsible for what happens here. You’ve got to review this on your own. You have to make the best decision. I can’t be responsible for it. I don’t know all of the ins and outs of your situation, all of that kind of stuff.

And the third website policy, the privacy policy, is the one that’s actually legally required. So we don’t have a choice as to whether or not we have a legit privacy policy. We have to have one. So with a privacy policy, that’s where we tell people how we collect information from them on our site, why we do it, where we’re using it, how we’re storing it, how we’re keeping it safe, what we’ll do if something ever happens with it, like there’s a data breach of some sort, who they can contact at your business if they need to get it removed or changed. All of that kind of stuff has to be addressed.

As well as there are GDPR requirements now, the General Data Protection Regulation, there are COPPA requirements. There are requirements for your website if people from California can visit it. There are requirements for your website if people from the EU can visit it. It’s a wild place out there, but luckily I’ve got it all covered in my privacy policy template.

So contracts are the written proof that you’re going to need to collect any skipped or missed payments, to defend yourself if you’re accused of doing or not doing something by a client, and also to set clear boundaries with your clients when they ask for something that wasn’t promised. You have to make sure, though, that your contracts are enforceable. That’s the key.

So you might be thinking, as I’m saying this like, well, I’ve cobbled together something, I have something, I found something online, my friend sent me something. But are those contracts enforceable? That’s the key. Copy and pasted contracts usually aren’t enforceable in at least the ones that I’ve seen because they’re missing key provisions that you’ll need to actually enforce them.

So let’s hop in to step number five, our final step here. The real key to staying legally protected, in my opinion, knowing what you can do legally in your business. We’re talking about scope of practice. What is scope of practice? Scope of practice is what you can and can’t do, teach, talk about, sell, et cetera based on how you’re qualified, educated, certified, and licensed.

Every state has different scope of practice laws because every state has a different definition for a lot of the different practice areas or professions. So every state might define what a doctor, a lawyer can do a little bit differently or something like this, or a nurse or a physical therapist, or if they define personal trainer, nutritionist, R.D. something like that. So every state’s going to be a little bit different.

If your state doesn’t define what you do exactly, like if there is no definition or scope of practice for what you do, that doesn’t mean that you can do whatever you want. So what it does mean is that you have to make sure you’re not doing something that only other professionals or other areas that have been defined by your state can do.

So a lot of people will write to me and say, I’m a health coach, I’m a career coach, I’m a money coach, a life coach. None of those things are defined by any state. No state defines what a life coach can do. No state defines what a health coach can do. What states do define, though, is what a therapist can do, which would be kind of what I’d call an umbrella profession to a life coach. What states do define, though, is what a doctor, a nurse, a physical therapist can do. And those are umbrella professions to a health coach.

So we have to make sure that we don’t do something that those umbrella professions can only do, because then we’re going to be accused or it could be slapped with fines. Or our businesses could be shut down, like what happened to someone in Florida saying that we are operating outside of our scope of practice.

What’s most important in my world, and when I spend a lot of time teaching customers how to do and all that kind of stuff is making sure that we’re doing what we say and saying what we do and nothing else. So at least my style and the way that I work with people is not about teaching. I don’t teach you how to have the right legal docs in place and have the right contracts, but then go out and do work that you’re not allowed to do.

What I teach you is how to have the right contracts in place that say what you’re allowed to do and then teach you how to build a successful business doing only what you’re allowed to do because legal documents will not get you out of legal trouble if you’re doing the wrong thing. At the end of the day, consistency is key. It’s just going to be a problem if you’re doing something out of turn. It won’t matter at all. It will not help you at all.

If you have somebody sign a contract saying they know you’re not a lawyer, doctor, financial advisor, therapist, and then you do something that only a therapist, lawyer or financial advisor can do, that’s all that’s going to matter at the end of the day. So the contract won’t help you. That’s why we need consistency. We need the contract that helps you, and then we need the behavior that backs that up.

All right. So let’s review. You have learned so much today, including where to spend your focus that you should be focused on where you’re headed, not where you are now when it comes to legally protecting your business, how registering the right business entity protects your personal assets and proper contracts and policies can totally save your vegan bacon. We’ve learned what your website needs to be legally protected. And even like how to figure out what you can legally do and teach and how to stay within that scope of practice.

I know you’re here today because you’ve tried figuring out the legal financial insurance set up for your business on your own, but now you’re just looking for a step by step plan. I know you wish you could just get that legal piece taken care of so you can focus on doing the work that you love like I do every single day. And I also know you want to grow an amazing business without wasting any more time Googling answers or tossing and turning at night thinking about legal questions or concerns that are totally freaking you out.

I couldn’t be happier to tell you that now is your time, my friend. It’s your time to stop hoping that the universe will protect your business just because you have good intentions. I know that you do. It’s time to stop the Google and cross my fingers charade for good. It’s your time to get legally legit and stop looking over your shoulder wondering if anybody will notice that you stole somebody else’s privacy policy. It’s your time to get legally legit with a proven step by step system.

By the way, this is not just possible for an attorney like me. My customers and members don’t have any legal background or fancy skills. They’ve used my templates and my system that works to legitimize their businesses. And if they can do it, I promise you that you can too. Thousands of coaches and service providers, just like you, have used my legal templates and trainings to get legally legit and breathe a gigantic sigh of relief.

Fueling Financial Freedom on Instagram said, “You’re the greatest. The Ultimate Bundle has been the greatest investment in my business thus far.” Our Ultimate Bundle member, Karen Norton, said, “I’m only halfway through all the legal stuff from the Ultimate Bundle, and I’ve already had it save me from a client who I think would have turned into a bad situation. I’m so grateful for you and all that you do.”

So today, I am inviting you to download all of the legal templates and trainings that you’ll need inside of the Ultimate Bundle. these templates and trainings are your next step to growing a successful business. this is the exact program and templates that you’re going to need to legally legitimize your business, on board clients safely, hire subcontractors without any worries, get paid on time, and boldly grow the business of your dreams.

Let’s go over what’s inside of the Ultimate Bundle. The Ultimate Bundle includes ten of my DIY legal templates, which I’ll go over. I’ll lay all ten of them out for you. Including a video walkthrough for each and every template, which I’ll explain in a second. You also get access to over 35 on demand video lessons where I cover everything that we’ve talked about today, including how to form an LLC, what the difference is between a sole prop and an LLC, getting an EIN number, covering your trademarks and copyrights, protecting your content, working safely with clients, getting business insurance, so much.

You get lifetime access to the Ultimate Bundle so you can go inside it as often and as for as long as you like. You get free updates to the Ultimate Bundle. So as the law and online business changes, I make updates to the trainings, I add trainings, I change the templates, I update the templates. You get all of that for free. That will always be included for you. You’ll also get access to a private member only community for added support for me, and you even get two options for different communities, just in case you don’t like Facebook. You also get an exclusive discount and free bonuses just from purchasing from here, from listening to this training.

So here are the ten legal templates that you’ll get inside the Ultimate Bundle. Number one, you get that one-to-one client contract for any private work with clients, consulting, coaching, any service providing. Two, you get a group program contract. Three, course contract for your memberships or courses. Four, you get the privacy policy for your website. Five, website disclaimer for your website.

Six, terms and conditions for your website. Seven. affiliate agreements. You can start an affiliate program. Eight, an independent contract for you to send out to people to hire as your own independent contractor. Or if you act as an independent contractor for other people sometimes and provide services, you can use it for yourself as well. Number nine, you get the testimonial release to send your customers. And ten, a mini disclaimer, which is what you put on your freebies and content to protect it.

The thing that really sets my legal templates apart is that with every single one of my legal templates, you also get a how to video tutorial with each and every template to help fill it out in 15 minutes or less. So with every single template, you’ll get a video where I walk you through step by step how to fill in the blanks, explaining what the legal language means in English so that you can further customize it and explain it to anybody who asks. And you can access these documents and those videos as many times as you want. You can download them as many times as you need.

So let’s also break down then, what’s inside the Ultimate Bundle video training library, those over 35 on demand video trainings I talked about. I broke them out into seven modules. So module number one is all about the beginning stuff, informing your business. Like how to form an LLC, what to do after you get an LLC, LLC versus sole props, EIN numbers, and local registration requirements.

Module number two is all about money and business insurance. So I teach you about business insurance and how to get it, business bank accounts and how to set those up, and how to take payments from clients.

Module number three, I teach you all about websites and social media. So I teach you about your website policies and how to best use them. I break down the GDPR and how you need to comply with it. If your website or your email list is accessible by anyone who is located within the EU, you are legally required to comply with the GDPR. So I teach you how to do that very easily. I also teach you how to have legally protected website copies so that you don’t say anything by accident on your website that could get you in trouble. And also how to legally build an email list.

In module number four, I teach you all about contracts. So I teach you how to send and sign contracts properly so that they’re actually enforceable. how to set up an onboarding system for your clients. how to read contracts that you have to sign so that you don’t sign anything that gets you into trouble, and how to work with minors if you can.

Module number five is all about working with clients legally. So I have a section broke down to how different ways that you break work with clients and then go over the legal issues that might come up and how you can navigate them. So I have a section on one-to-one clients, group programs, courses, and memberships, and all of the scenarios that could come up in each one. I even teach you in this module number five what to do if a client doesn’t pay and the scope of practice for coaches. I go deep into scope of practice.

In module number six, I teach you all about copyrights and trademarks. So I teach you how to copyright content and what that looks like and what is an alternative way to do that to protect your content. And then I go over trademarks and what falls under the trademark category, when you should start thinking about it, and basics on how you go about that process.

Module number seven is my most recent. That’s all about scaling and growing. So in module seven, I’m teaching you about how to hire independent contractors and what the difference is between hiring contractors and employees. I teach you about S-Corps and becoming an S-Corp. It’s really just a taxation status. So I go into that. And I also teach you how to run an affiliate program legally. It’s very important that you do that legally. People can get themselves into trouble.

So after getting the Ultimate Bundle, you’ll be able to quickly and easily complete your contracts and website policies on the fly. You’ll be able to confidently create and promote new products and services knowing you’re protected. You can hire and scale without fear. And you can breathe easy knowing you’ve got legal help in your business’s corner.

And now, what you’ve all been waiting for, bonuses. I’m so excited for you because these are only available for a very short time. You actually only have until the end of the day on Wednesday, February 1st at 12 midnight Eastern, in order to take advantage of the juiciest bonuses, in my opinion. And the sale overall will close on February six. But like I said, those initial bonuses that we’re going to talk about in a second, they’re going to fall off on February 1st at midnight Eastern.

So let’s go over them. Bonus number one, which I have absolutely never done before. I don’t know that I’ll ever do it again, but I’m very excited to share with you that you can get the best financial offer of the entire year for the next few days only. You can get $500 off the pay in full price, which I have actually never done before, making the Bundle 1899. And that is the lowest it has ever been. I don’t know that you’ll ever see this price again.

And the other thing I’m really excited to offer you is that I only ever offer a 12 payment plan when we do a promo. But I wanted to give you a little break too, even if you need the payment plan. So, for the first time ever and perhaps the last time, you can get the 12 payment plan of 183. So you can make 12 payments of $183 a month to get access to the Ultimate Bundle.

Right now, all 12 of those payments are required. It’s not an optional subscription or anything like that. They are all required, but that is the absolute lowest that I’ve ever offered and perhaps we’ll offer for the Ultimate Bundle. And you can only take advantage of this through February 1st at midnight Eastern.

Bonus number two is that you’ll get access to the build your own business retreat replay vault, which I’m so excited. This was a live workshop that I offered. It was a two-day workshop I offered for Ultimate Bundle members last fall. And it was full of valuable information and workshops on everything from growing your Instagram, to getting your taxes in order, to human design, to mindset tips, to me teaching about email marketing. There are all those trainings are available for you and it’s not available for purchase outside of this offer, so you’ll get that bonus if you join us by February 1st.

The third bonus you’ll get is a live Q&A call with me, which I’ve actually never just offered this straight up as a bonus for our Ultimate Bundle members. It’s exclusively for Bundle members only. No one else will be able to attend. You’ll get to attend if you purchase the Ultimate Bundle by February 1st. This call will take place at the beginning of March. And yes, a replay will be provided if you can’t attend live and you’ll be able to submit your questions.

Bonus number four is that you’re going to get a live trademark training walkthrough. So what I’m going to do for Ultimate Bundle members only is that I am actually going to host a live training where I’m going to share my screen and I’m going to go through and file for a trademark in real time so that you can watch me do it. And if that helps you to do your own, that would be awesome. And you’ll be able to ask me questions at the end. You’ll also get access to that recording, of course.

Bonus number five, you’ll get the Run your Affiliate Program, The Legally Legit Way video training. It’s a short, actionable training where I teach you exactly how to set up and run a profitable but legally protected affiliate program so your affiliates know how to get paid, what counts as a sale and your business is all protected in the process.

Bonus number six, you’ll get my legal entity checklist so you can self-assess the best option for you. LLC, a sole proprietorship, a partnership. We’ll cover it all in the checklist so you can determine the best option.

Bonus number seven, you get my How to Get Clients on Instagram Master Class Recording. It’s a video workshop that I taught where I taught you how to get more clients on Instagram without any hey girl DMS or purchasing followers or anything like that. I taught you what kind of content to post, how to write content that gets your ideal clients to take action, and how to go from followers to raving clients.

Bonus Number eight, you’ll get How to Build a Diverse and Inclusive Business Workshop. It’s a recording of a training that Lattice Hudson did for us where she taught us how to craft a diversity and inclusion statement for our business, how to attract diverse clientele, and how to make sure your brand is inclusive.

All right. So you can join right now by using the link down below in the show notes, or you can head to my website, samvanderwielen.com. You’ll see the button at the top of the screen for you to join by February 1st at midnight. If you’re listening to this after February 1st, you have until February 6th to get in at this sale and to grab still some of the bonuses. I don’t want you to miss out because we don’t know when we’ll be offering this again.

So are you ready to protect and grow this business that you’re working so hard to build? I know that this could sound like a lot, but if you went to your local attorney to draft up all of these templates for you, plus you spent hours and hours with them talking over and training every step of legally establishing your business, you’d easily be looking at a 10,000 price tag, and that’s on the super cheap side.

The actual retail value of all the training and templates in the program and the bonus offer is well over $7000. But beyond the value of the trainings and the templates that you’ll get, when it comes to the value of a legally protected profitable business, the sky is the limit. So again, until midnight on February 1st, you have two payment options. You have a one-time payment option of $1899. It’s the absolute lowest I’ve ever, ever, ever offered the Ultimate Bundle and this will not be available again.

You also have access to that 12-payment plan that’s available only for this promo. That’s 12 payments, 12 monthly payments of $183 per month. So those payments come out automatically. There’s space 30 days apart and all 12 payments are required. You can use the link down below in the show notes or the button on my website at Samvanderwielen.com to join now.

After February 1st, if you’re listening to this after, from February 2nd to February 6th, you have two payment options. You have a one-time payment of $1999 or a 12 payment plan of 12 monthly payments of $197. So you can still use the link that’s down below. But if you’re listening to this from February 2nd to the 6th, those are the payment options available to you.

So once you join the Bundle, you’ll be welcomed inside. You’ll see all of your legal templates and trainings and bonuses inside waiting for you, just begging to be filled out. By tonight, you could easily have a legit client contract, learn how to form your business or tackle any other legal question that you’ve got in a jiffy. And don’t forget, you’ll also get the email from me to join our incredible community and get support from me right away. So you can join, clicking the link below. You could start now for just $183 if you join before February 1st at midnight. I hope you’ll take advantage of the best financial deal of the year.

I know you can grow a strong and stable business once you’ve got the legal foundation that the Ultimate Bundle will give you, but you might have some doubts. So you might think like, I don’t need to invest in my legal support for my business yet.

So Symone came to me. Symone is a very successful dating coach and she says, “Before I connected with Sam, I was all over the place with my legal stuff. But when I signed up for the bundle, which was worth every single penny, it was just like this guiding light that was able to light my path and I was able to walk down it. I have all the things that need to go on my website to keep me solid, and I also learned a lot of really great stuff about owning an online coaching business. You cannot not afford to get Sam’s Ultimate Bundle. It pretty much has everything you need to get started in your business and protect yourself as your business grows.”

Stephanie, a career coach, said, “at least once a month, i’m referring to the Ultimate Bundle to somebody. i’m grateful that i invested. and i think the Ultimate Bundle is the best out there for anyone that has an online business.” christina says, “you guys will not be disappointed. this is an invaluable resource to my business.” and kate says, “you found me on insta when i wasn’t even looking for you, and i ended up paying $2000 and couldn’t be happier with the purchase.”

You might also be wondering if you can just do this stuff on your own. so it’s very difficult to pull all this stuff together from online. i mean, a lot of this information doesn’t even exist or it’s wrong and it’s going to take you a lot of time. instead, you’ll be able to knock the stuff out really easily with my resources and support, like these Ultimate Bundle members did.

Like Molly said, “I set up my EIN LLC and my business mailing address today. I feel so accomplished.” She did all that in one day. Lynn said, “I wanted to thank you so much again for making this truly amazing product. We’ve been slowly but surely working our way through the modules as needed. And we’ve set up our LLC, our website’s up and running, our business insurance is done and we’re working on our one-to-one contract now. I can’t thank you enough for helping to greatly simplify this process. We feel super confident and empowered.”

You might also be wondering what about two years from now when my business changes, will I still be legally covered then? So you’ve got to remember that you do have lifetime access. So as your business changes or online business changes, I’m there to help you out.

Brittany also said, “The Ultimate Bundle is everything you need. And no question, it’s worth the startup cost. Although the extended payment plan was incredibly helpful for me as a new business owner. I find myself referring back to it over and over again. No need to use Google when you have Sam and her community.”

She also wrote to me when I checked in with Brittany a couple months later and asked her if I could use this testimonial for my workshop. She said “This testimonial still rings true. I’m about to launch a new course and I have it set on my calendar to get it legally legit and referred to the Ultimate Bundle this week.” So it’s really cool that people keep coming back to it.

If you’re wondering if my Bundle is the best in the biz or whether you should shop around, well, all I can tell you is that we’ve got thousands and thousands of happy customers. Whitney here says, “This might be the best investment, aside from my business coach strategy session that I made this year”. Linda said, “Best legal Bundle on the planet. No joke.” This person shared side note, “Investing in Sam Vander Wielen’s Ultimate Bundle has been the best mood I’ve ever made. Having this community here to seek help and insight for me is keeping me sane. Thank you, Sam.”

I thought this was a great note that I got from an Ultimate Bundle customer on Instagram. They said, “Hey, Sam. I’m going through the Ultimate Bundle. And I just wanted to write you to thank you for all the work that went into this. I’ve been debating buying the bundle for a while. I actually bought from another legal person previously who had advertised a similar product, but the two don’t even compare. I was never able to use hers because it was just so boilerplate with no explanation for what anything meant. That experience kind of contributed to my hesitation to try the Ultimate Bundle because I was afraid of falling for another too good to be true scenario. The Ultimate Bundle is not that at all. I love your walkthroughs and how the templates clearly outline what needs to be personalized to your specific business. The other contracts I’ve tried didn’t have that and I didn’t feel protected at all. you’ve made the stuff I’ve been dreading easy and understandable. I really appreciate you putting this out into the world. It’s so simplified, but so well done.”

And last but not least, you might be wondering, I don’t know if this is something that my business really needs, how do I know without consulting with an attorney first? So Ultimate Bundle member Nicole Glaser said, “The bundle covers all the bases I was worried about with my small business and then some. Sam is very straightforward and to the point which I appreciate because there’s no wasted time. Everything she shares is a wealth of information and is so included. I am feeling more confident promoting my business and less worried about legal concerns. And that has led to an increase in sales. It saved me time. It made me feel less anxious and worried. The only regret I have is that I didn’t get it sooner.”

Well, I would love to see you inside of the Ultimate Bundle. Especially while we are running the best financial offer of the entire year for 2023. If you have any questions at all, my DMs are open. I’m at SamVanderWielen on Instagram. You can send me an email at [email protected]. You can contact me through my website. There are all kinds of ways to get in touch, but you can respond to any emails that you get from me. I still respond and reply to all of my emails myself.

So if you have any questions for me about whether it’s right for you or you want to clear something up, I’m happy to help. I just want to make sure you get inside with this best financial offer if you’re interested. So sometimes people ask me a couple of most frequently asked questions like is the Ultimate Bundle for me if I hadn’t started my business yet. Yes, because a lot of people use the Ultimate Bundle in order to properly start their business.

We also have a lot of people who join the Bundle who already have it so that we have a really big mix of both. But yes, absolutely, you can get the Ultimate Bundle if you haven’t started your business yet. Yes, it can also count as a business expense even if you haven’t registered your business yet. So you can send me an email if you want to learn more about that. But yes, you’re just going to keep track, keep your receipt. You’re always going to have startup expenses for your business before you register it and you can count those towards your business once you do register it, as long as you do it within the next year.

If you’ve been operating your business though, for a while, is it too late for you to get legit now? No, it’s always better to just get it in place. I also get asked how quickly can I get the templates set up and start using them? So people get them set up right away. Sometimes within the same day that somebody purchases the bundle, they’ll fill out a contractor to. They’re designed to take about 15 to 30 minutes for you to complete and they’re not meant for you to go in and complete all of them all at once. So you can go in and get started immediately and have one filled out really soon.

Will the Ultimate Bundle teach me how to register an LLC? Yes. I read a contract that I have to sign. Yes. How to hire someone? Yes. How to set up an affiliate program? Yes. And how to get business insurance set up? Yes. How is it different from other legal template packs with trainings on the market? Well, for one, I actually don’t think there’s anything like it. It’s the original, but you still get support from me. I have not only a lot of professional experience as a business lawyer.

So one thing I would encourage you to look at is if someone else is selling something, did they have any experience actually working with businesses? Did they go straight into a templates company or did they work as an attorney in a different field? I actually only worked ever with businesses. So I have that professional experience and now I’ve been doing this for five or six years.

Now, I’ve worked with thousands of online businesses. So I have a lot of very specific training based on what you do. You still get support from me. You get lifetime access to the program. You get continued updates for free. We continue to host like trainings and pop up Q&A and all these things that previous members often get invited to. I keep it updated at no cost to you. There’s no additional charges after if you choose the payment plan. And once you complete that, there are no additional charges.

And I would just say that what sets us apart is that we have very cosy vibes. You know, it’s a cosy place, welcoming place. There’s no judgement. I don’t do scary legal. I don’t yell at anybody. I’m really there to help you. And I would say too that a lot of customers just comment on how much they end up learning about business from being in my program and in my community. I tend to talk a lot about business. People end up asking me a lot of questions about business stuff. And so that’s, I think just a little bonus side effect.

Okay. So with that, any questions, I want you to reach out to me. Otherwise, I cannot wait to see you inside of the Ultimate Bundle. I hope that you’ll also let me know. Even if the Bundle is not right for you at this time, I hope you’ll let me know if you liked the ability to be able to listen to this workshop through audio, instead of only through video. I hope that it was helpful and I hope to see you inside of the Ultimate Bundle soon. Thank you so much and I’ll talk to you soon.



  • Read Sam’s Blog for the latest legal tips, podcast episodes & behind the scenes of building her seven-figure business.
  • Listen to our customer stories to see how getting legally legit has helped 1,000s of entrepreneurs grow their own businesses.



  • Kajabi // use Kajabi to sell your course, program, or even build your entire website. Get a 30-day free trial with my link.
  • SamCart // what I use for my checkout pages and payment processing and LOVE. And no, not because it’s my name.
  • ConvertKit // what I use to build my email list, send emails to my list, and create opt-in forms & pages.

DISCLAIMER: Although Sam is an attorney she doesn’t practice law and can’t give you legal advice. All episodes of On Your Terms are educational and informational only. The information discussed here isn’t legal advice and isn’t intended to be. The info you hear here isn’t a substitute for seeking legal advice from your own attorney.

© 2022 Sam Vander Wielen LLC | All Rights Reserved | Any use of this intellectual property owned by Sam Vander Wielen LLC may not be used in connection with the sale or distribution of any content (free or paid, written or verbal), product, and/or service by you without prior written consent from Sam Vander Wielen LLC.

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