A prospect on your call last week said, “I just need something for if my landlord tries to screw me over, or if I get a speeding ticket.” That one sentence is basically the entire pitch for the LegalShield Family Legal Plan — you just have to know how to say it back to them.
The LegalShield Family Legal Plan is the plan most associates sell the most and explain the worst. It covers a wide range of everyday legal situations — traffic tickets, landlord disputes, contract reviews, family law consultations, will preparation — but new associates often either underexplain it (“it’s like legal insurance”) or overexplain it (reading the full benefits list like a terms-of-service document). Neither approach closes leads. What closes leads is mapping the plan’s coverage directly to the specific worry the prospect already told you about.
What the LegalShield Family Legal Plan Actually Covers
At its core, the Family Legal Plan gives members access to a dedicated provider law firm for unlimited legal advice by phone on personal, non-business matters. That includes document preparation and review (leases, contracts, warranty claims), trial defense for covered civil matters, traffic-related legal defense, letters and phone calls made on the member’s behalf, and access to will preparation for the member and spouse. Members also get 24/7 emergency legal access for situations like an arrest or a business emergency involving personal liability.
The Coverage Gap Most Associates Miss
The plan does not cover matters that already existed before enrollment, business-related legal issues (that’s what the Small Business Plan is for), or lawsuits against LegalShield or its provider firms. If a lead has an active lawsuit already in motion, be upfront that the plan applies going forward, not retroactively — this single disclosure builds more trust than any part of the pitch.
LegalShield Family Legal Plan vs. Hiring an Attorney Directly
The comparison that actually lands with price-sensitive leads isn’t LegalShield versus “nothing” — it’s LegalShield versus what they’d pay an attorney out of pocket for the exact same situations. Most consumers have no idea a single lease review or demand letter from a private attorney can run $200–$500.
| Situation | Private Attorney | LegalShield Family Plan |
|---|---|---|
| Contract or lease review | $150–$400 per document | Included, unlimited |
| Will preparation | $300–$1,000+ | Included for member + spouse |
| Traffic ticket defense | $150–$300 per ticket | Included |
| Phone consultation with a licensed attorney | $50–$150 per call | Unlimited, no charge |
| Monthly cost | Billed hourly, no cap | Flat monthly membership |
Most leads have used exactly one of these services in the past two years — a lease review, a will, or a traffic ticket. Ask which one on the call. Their answer tells you exactly which benefit to lead with.
A Sales Script for Explaining the Family Legal Plan
Skip the benefits list. Use a three-part script tied to what the lead already told you they’re worried about:
1. Mirror the Concern
“You mentioned [landlord issue / speeding ticket / needing a will]. That’s actually one of the most common reasons people join this plan.”
2. Name the Specific Benefit
“With the Family Legal Plan, you’d call the provider law firm directly, they’d review the lease or handle the traffic defense, and it’s already covered — no separate bill.”
3. Anchor the Price Against the Alternative
“A single visit to an attorney for that would likely cost more than a year of the plan — and this covers everything else that comes up too.”
Key Insight
Associates who tie the pitch to a benefit the lead already named close at a noticeably higher rate than those who recite the full plan brochure. Specificity, not completeness, is what sells.
Common Questions Leads Ask About the Family Legal Plan
- “Does it cover my whole family?” The plan covers the member, spouse, and dependent children living at home — confirm household details early in the call so you quote the right plan tier.
- “What if I need a lawyer in court?” Trial defense is included for covered civil matters; the provider firm represents the member rather than just giving advice.
- “Is there a waiting period?” Coverage begins immediately for new matters after enrollment — make sure the lead understands pre-existing issues aren’t retroactively covered.
- “Can I cancel anytime?” Yes — it’s a month-to-month membership, which removes a major objection for leads worried about being locked in.
Quick Recap
- Lead with the specific worry — not the full benefits list.
- Anchor price against a private attorney — one visit often costs more than a year of coverage.
- Disclose the pre-existing matter exclusion — it builds trust and prevents chargebacks later.
- Confirm household size — so you’re quoting the correct coverage from the start.
Spend Your Calls on Leads Who Already Want This
Exclusive, opt-in LegalShield leads mean fewer scripts wasted on people who’ve never heard of the plan.
