At Copenbarger & Copenbarger LLP., we believe our clients are the best any firm could represent, and a select number of those clients have dedicated themselves to our firm by joining our ACCESS program. These clients have so much confidence in our ability to represent them and their families in their estate planning, probate business planning, family wealth transfer, and tax matters, that they have committed themselves to us with a one-time retainer fee. For this retainer, they enjoy the following benefits:
- *Two (2) hours of attorney consultation time for themselves, annually
- Two (2) hours of attorney consultation time for as many persons as they choose, annually
- *$300 credit toward estate planning** fees for themselves, annually
- $300 credit toward estate planning** fees for as many persons as they choose, annually
- Free-of-charge telephone calls for ACCESS members
- Free house/hospital calls for clients in California who are unable to travel
- Free parking at our offices
- Free annual seminars
Currently, the single cost for all of these great savings is only $3,500!
If you would like more information on becoming an ACCESS member, please call us at (800) 244-8814 x102 or click here.
* These benefits extend to the client’s successor trustees upon the client’s death or incapacity for purposes of administering the trust.
** e.g. trusts, trust amendments, powers of attorney, wills, etc.