An Exclusive Membership for Lifelong Peace of Mind
In order to better serve our clients, we created the Trust Advantage Club (The Club) and launched on November 1, 2025! The exclusive membership program is available only to our Simpson Law Firm clients with a Living Trust Plan. Thoughtfully designed to protect your legacy through every life stage, The Club ensures that your trust plan stays current, your documents stay accessible, and your family feels supported.
Being in The Club keeps you updated annually —not just about your own plan, but about changes in the law and other important estate planning topics that could affect your family. Each member enjoys the personalized care of a dedicated Club Ambassador, offering concierge-style support, annual life change check-ins, and Quarterly Workshops. We’re always looking for ways to help you stay informed and have confidence in your plan for you and your family.
As a member, you’ll also receive access to helpful services and meaningful savings on more advanced planning—because protecting what matters most shouldn’t feel out of reach. That’s why we offer the Trust Advantage Club exclusively to our new Preferred Trust Plan clients. The Club is designed to ensure that your plan shifts, changes, and grows with you and your family over time.
Efficiently ~ Effectively ~ Affordably
Tax Laws
Changing tax laws can significantly impact your estate plan. Navigating this territory can be complex: you want a trusted advisor who understands these changes and what they mean for you.
Family Circumstances
Life is full of changes: births, aging children, marriage, divorce, death and health challenges. Avoid an out-of-date estate plan that does not accurately reflect your current circumstances.
New Assets
New accounts, life insurance, real estate, business interests, and inheritance should not be left out of your plan as your assets change.
Priorities
Your preferences for distributing your wealth may have shifted in the last 10 years. Ensure your wishes are carried out according to your current desires.
The Trust Advantage Club 2025 Benefits Overview
| Services and Benefits | Without Trust Advantage Club | With Trust Advantage Club |
|---|---|---|
| Legacy Vault Digital Storage | $99 Annually | ✔ |
| Dedicated Club Ambassador | ✘ | ✔ |
| Annual Life Changes Check-In with Club Ambassador | Every 3 Years | Annual Plan Check-In |
| Annual Summary of Federal and State Estate Law Changes | ✘ | ✔ |
| Free Calls & Emails with Legal Coordinator Team | $200 an Hour | ✔ |
| Free Trust Funding Questions with Club Ambassador | ✘ | ✔ |
| One Free Basic Document Change per Year: Swapping Agent, Executor/Trustee, and/or Beneficiary | ✘ | ✔ |
| 15% Discount on Any Additional Estate Planning Services | ✘ | ✔ |
| 25% Family Discount to Immediate Family for their Trust Plan | ✘ | ✔ |
| Event to Update Powers of Attorney Every Two Years | ✘ | ✔ |
| Yearly Successor Trustee Workshop with Trustee Manual | ✘ | ✔ |
| Free Notary Services | ✘ | ✔ |
| Exclusive Club Events | ✘ | ✔ |
Want to read up on the full benefit descriptions? Click Here!
Join The Club!
Already Have a Simpson Law Firm Trust Plan?
We’re excited to introduce the Trust Advantage Club—our exclusive membership program created to provide ongoing support, exclusive benefits, and concierge-level service for our estate planning clients. While this program wasn’t available when you planned with us, you can now join and enjoy all the advantages and savings The Club offers.
Call today at (803) 764-9555 to find out how you can become a member!
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Enrollment begins when you execute your new Trust Estate Plan documents with us. We offer FREE membership for ongoing support for the first year!
1. Enjoy the Benefits! Keep an eye out for exclusive emails detailing the benefits of The Club. There are multiple events annually, including a Successor Trustee Workshop and client appreciation event.
2. Already have a Trust with us? You too can enjoy the continuous benefits for you and your family, including a secure Vault to store your documents, discounts on additional documents, and even professional trust funding guidance for a year on us! Contact us to join at theclub@simpsonestatelaw.com to get started today!
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The Trust Advantage Club is an additional membership program that is FREE for the first year for clients who executed their Living Trust on or after November 3, 2025 and renews annually. Renewing is easy!
Time to renew! You will receive a TAC Annual Plan Packet stating any law changes and recommendations you might want to consider in updating your plan, and the upcoming events and workshops.
Click to Renew! You will receive an email with a link to renew for $650.00 for another year of benefits.
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No, there are no hourly fees from us for non-estate plan questions. If the question or concern is about a legal matter outside our area of practice, we have a wonderful network of referrals and can make recommendations to you. Your Club Ambassador will be able to give you that information via a phone call or email in a timely manner.
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The Club includes one (1) free change annually, and 15% discount on other estate plan services (among its other benefits).
We would love for you to be a member of the Trust Advantage Club for the rest of your life! We make renewing every year easy! We are always introducing new benefits, workshops, and events to make The Club fun and valuable for you!
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We consider it the highest honor to be recommended to family members! The Club offers a 25% discount for your immediate family on their own Trust Plan, and then they are Club members too! When they call the office to schedule their planning session, they will enjoy a free consultation when they complete the questionnaire. Remind them to mention your name and your Trust Advantage Club membership.
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Yes! Even if you completed your Trust Plan before the Trust Advantage Club was introduced, you are welcome to join. The Club is an exclusive membership program designed to provide ongoing support, concierge-level service, and valuable benefits to help you keep your estate plan current and your family protected.
As a member, you’ll enjoy access to a dedicated Club Ambassador, annual life check-ins, exclusive workshops, and savings on future planning needs.
To learn more or enroll, please contact our office at 803-764-9555 or email theclub@simpsonestatelaw.com
Most importantly, The Trust Advantage Club provides peace of mind in knowing your Estate Plan will take care of your family when it matters most.
Becoming a member of The Trust Advantage Club means you and your family have us in your corner for life … and beyond. Contact us today at theclub@simpsonestatelaw.com or call (803)-764-9555 , or if you are a current or past client, to learn how to join our Trust Advantage Club.