Join Copenbarger Law’s newly redesigned Access Membership Program.
A trusted client plan serving families for over 25 years.
Firm Established
Years in Business
Clients Served
Active Access Members
Years of Collective Legal Experience
Reimagined for Today’s Families
For more than two decades, the Access Membership Program has been the cornerstone of our client relationships – providing ongoing legal protection, family guidance, and peace of mind.
Now completely redesigned, the program offers expanded benefits, new tiers, and flexible options to meet every life stage.
Peace of mind through trust,
reliability, and care.
Tiered coverage that grows
with your life.
Priority access, events, and
member-only perks.
Protect generational wealth and
preserve your family’s values.
| Foundation | Inclusive of all Foundation Benefits, plus Heritage | Legacy | |
|---|---|---|---|
| Legal & Estate Planning | + Annual Estate Planning Credit up to $400 per year + 24-Hour Online Access to Healthcare Power of Attorney + 2 Hours of Estate Attorney Consultation Per Year for You or any New Referral + Estate Planning Questions by Phone – No Charge | + Asset Inventory Toolkit + Free Deed Transfer (Primary Home Only) + Plan Amendments Discounts + and More | + Larger Plan Amendments discounts + Litigation Benefits + Estate Administration Services |
| Family Protection & Coverage | + Add Children/Grandchildren to Membership During Lifetime at Discounted Rate 50% of Base Cost Plus Monthly + Complimentary Financial Planning Review Annually | + Free Advance Healthcare Directives for Children and Grandchildren at 18 years old + Family Constitution (Template Only) + Estate Administration Discount for Family | + Transferable on Death to Non-Member Children at $4,000/Initiation + Monthly Cost, per Child + Family Constitution (Full Assistance) + Estate Administration Discount for Family (Larger Discount) |
| Exclusive Benefits & Events | + Event Recordings & Livestreams + Unlimited New Referrals can use Attorney Consultation Benefits & Annual Credit Benefits without affecting Member’s Benefits | + “My Legacy” Letter (Template Only) | + Successor Trustee Handbook + “My Legacy” Letter (Full Assistance) |
| Tax, Business & Litigation Support | Not Included | + 1 Hour of Business & Tax Attorney Time per Year + 1 Hour of Litigation Attorney Consultation per Year + Business & Tax Discount (Initial Only) | + Litigation Discount + Business & Tax Discounts (Both Initial and Maintenance) |
| Membership Experience & Value | + Free House or Hospital Calls for those unable to travel (CA only – when medically necessary) + Free Parking at Offices and Seminars | + Copenbarger Merchandise & Gifts | + Exclusive Legacy Access Member Events |
Not sure which tier fits your needs? We’ll help you choose the best plan for your family.
Email us at Access@Copenbarger.com
“I belong to their [ Copenbarger Law Firm ] Access Membership Program, so I’m able to have a yearly review of my living trust or consult on any other issue at no charge.”
“I’ve been a Copenbarger & Copenbarger client for almost 25 years. As an Access Member, I get complimentary time to discuss matters.”
“Our family found our meeting very productive. We came away with several things to discuss as a family and much valuable information. We appreciate all the Access Membership benefits.”
What is the Access Membership Program?
The Access Membership Program is our ongoing client-care plan that ensures your estate plan stays fully updated, and your family remains protected year after year. Members receive annual attorney consultations, plan reviews, document updates, healthcare directives, discounted services, exclusive benefits, and priority support – all bundled into a predictable, affordable membership.
Why do I need an ongoing membership. Isn’t my trust already done?
Your trust is complete, but life changes – laws change, assets change, and families change. Membership ensures that your plan doesn’t become outdated. You receive annual attorney consultations, plan reviews, amendment discounts, free healthcare directives, and ongoing support, so your documents stay current and effective.
What’s included in the Access Membership Program?
Membership includes powerful benefits such as (but not limited to):
Your exact benefits depend on the tier you choose – Foundation, Heritage, Legacy.
How much does it cost?
Each tier has a one-time initiation fee and a low monthly membership rate:
Every tier includes a $400 annual estate planning credit, 2 hours of Estate Attorney Consultation per year, and annual estate & financial planning reviews, providing far more value than paying for updates individually.
How are the tiers different?
Each tier builds on the one before it:
Why pay for a membership if I already have a trust?
Without membership, updates, consultations, amendments, and administration services are billed at standard hourly rates. Membership gives you:
This keeps your plan accurate while avoiding large, unexpected fees later.
Do unused benefits roll over?
No. Benefits reset each year to encourage members to keep their plans updated. Your annual attorney time, credits, and reviews are designed to be used regularly for maximum value.
Can my children be covered under my membership?
Yes. You can add children or grandchildren at a 50% discounted rate, including free healthcare directives at age 18 (a $400 value). Legacy members receive full family support and assistance.
What if I move out of state?
Your membership stays active. We’ll help you evaluate which documents still apply, what needs adjustment, and how to ensure your plan remains legally effective in your new state.
What if I need more than 2 hours of attorney time?
Additional time is always available at preferred member pricing. Legacy members also receive extra consultations for business, tax, advanced planning, and litigation.
Can I cancel my membership?
Yes. You can cancel at any time. Most clients stay because membership saves them money, keeps their plan current, and provides ongoing peace of mind.
What is the biggest advantage of membership?
The biggest advantage is continuous protection for your family: with predictable costs, including consultations, annual credits, free updates, discounted services, and priority guidance whenever life changes.
Can I share my Estate Attorney consultation time or annual credit with others?
Yes. This is one of the most valuable benefits of membership. Access Members can share their included attorney consultation time and annual estate planning credit with unlimited new referrals to the firm without affecting their own benefits.
This means you can help friends, family, or colleagues get the legal guidance they need while still keeping your full membership benefits untouched.
Is there a deadline for enrollment?
Yes. Enrollment is limited to maintaining the quality of our member services. If the enrollment window is open, we encourage joining now before it closes.
Can I still update my trust without joining?
Yes. But updates, consultations, amendments, and reviews will be billed at full non-member rates. Membership is the most cost-effective way to maintain your plan year after year.
Does the annual credit accumulate?
No. The $400 annual estate planning credit resets each year, encouraging you to keep your documents and planning current.
What can the annual credit be used for?
You can apply your credit toward most estate planning updates, additional documents, amendments, administration work, business planning items, and more.
What about previous Lifetime Access Membership clients?
Lifetime Access Members are fully grandfathered into the Foundation Tier. They continue receiving the same benefits they were promised, with the following additional NEW benefits:
Why make this change now?
Estate planning needs have expanded. Families require more ongoing legal support, regular updates, and guidance. These new tiers add deeper coverage, expanded family benefits, business planning consultations, and modernized support for every stage of life.
Who can join?
Any existing or new client of Copenbarger Law Firm who wants predictable costs, ongoing attorney access, annual reviews, expanded benefits, and long-term legal protection can join.
How do I join?
Simply click on the JOIN the Access Membership Program button, complete the membership application, select your tier, and our Client Services Team will contact you to get your benefits activated immediately.
Why do families trust this program?
Families trust this program because it delivers what matters most:
It’s the most reliable way to keep your documents current, your family protected, and your legacy secure.
“The Access Membership Program made managing our estate so easy. It’s comforting to know the firm is always there for us.”
“Worth every penny — no stress, no surprise costs, and total peace of mind.”