An Ongoing Commitment to Your Peace of Mind

An annual membership program to ensure your estate plan will take care of your family when it matters most. Members receive priority access to our team, complimentary plan reviews and updates, 24/7 secure online access to your important documents, discounted pricing for family members, and more.

Your estate planning is about more than a will or a trust that you create once, put in a drawer, and never look at again as you breathe a sigh of relief.  As time passes, your life changes, the law changes, and your assets change.

That’s why we offer the Family Care Program (“FCP”) to our Estate Planning clients. Our FCP is designed to ensure that your plan shifts, changes, and grows with you and your family over time.

Efficiently ~ Effectively ~ Affordably

Life changes, and so do you!

Why Join Our FCP?

Our FCP provides your family peace of mind in knowing your plan will work when they need it. 

At Simpson Law Firm we are committed to making sure your estate plan is not only completed, but completed with the utmost attention to detail and accuracy.

But circumstances change. The last thing we want is for our clients to have any lingering worry that their estate plan is “not quite right.”   We want our clients to feel supported beyond the signing of their Estate Plan.

Look back at your life just three years ago: consider how much has changed. If you created a plan back then, would all your choices and decisions still be the same? Would the inventory of your assets even still apply? Have there been changes in your life, assets, or the law that need to be incorporated to ensure your plan works for the people you love?   Maybe you thought about reaching out to your lawyer to address a new concern or family change but were afraid of what it might cost.

The FCP is an assurance that throughout life’s changes, the security your plan provides is a constant; it is our commitment to your future and the legacy you leave behind.

How Does The FCP Work?

2024 Family Care Program Benefits Breakdown

*Membership rates rate do not include the $250 enrollment fee.

Here’s what we include with the FCP: 

Essential:

• Yearly Plan Review with a Family Care Advocate.  An annual virtual plan review with one of our Family Care Advocates so that as your life and assets change, so does your planning.     

• Family Legacy Vault.  Powered by My Life & Wishes®, our secure online client portal for immediate 24/7 access to all your planning documents anytime, anywhere.

• Member-Only Events.   Exclusive invitation to complimentary education events and more!

• Basic Document Updates.  Redrafting and signing of documents to swap names for agents, beneficiaries, executors, trustees, guardians, etc.  (recording fees may apply).

• Free Notary Services.   For ANY legal document.

Enhanced:

• All of the benefits of Essential plus:

• Yearly Plan Review with Attorney.  An annual virtual/in-person plan review with your Attorney and Family Care Advocate so that as your life and assets change, so does your planning.

• Ongoing Trust Funding Guidance.  Priority access to our team to answer all of your trust funding questions year-round. 

• Member Pricing on Trust and Will Amendments, Codicils, Restatements and More Complex Updates.  25% discount from Firm hourly rates for changes, including switching the type of Trust, amendments, updating for tax code changes, or changing from a Will Plan to a Trust Plan.

• 25% Discount to Immediate Family.  Up to $2,000 per year total per membership off of any plan or estate planning service for your children, parents, and siblings when they plan with us (North and South Carolina Residents Only).

• Updates to your Powers of Attorney (POAs) every 3 years.  To ensure your POAs stay current, we will update them every third year for you (recording fees may apply).

Elite:

• All of the benefits of Essential and Enhanced plus:

• Annual Meeting with Your Financial and/or Tax Advisor.   Make sure your financial team is coordinated and on the same page.

• Professional Trust Funding. We orchestrate the proper funding of your trust (up to 10 assets; $75 for each additional asset).  Does not include business interests, private equity investments, or additional real estate.

• Irrevocable Life Insurance Trust Funding and Beneficiary Letters.  On-going advising for distributions and yearly beneficiary letters (up to three per year, Member discount for additional letters).

• 2 Real Estate Deeds per year (NC or SC only). Transfer your future real estate interests to your Trust or make Deed changes to facilitate a refinance. Up to two per year, 25% off Member discount for additional deeds.

Have Questions? Visit our FCP FAQ!

Most importantly, our Family Care Program provides peace of mind in knowing your Estate Plan will take care of your family when it matters most.