CHOOSE YOUR ATTORNEY. RESERVE YOUR APPOINTMENT
We have tried to answer some of the most frequently asked questions about Concierge Wills and Trusts here. If you have questions specific to creating a will or a trust, please reserve an appointment here and your concierge lawyer will be happy to answer them.
Q.1: Do I have to install something to have a video meeting?
Answer: No. We use a program that can be opened through your browser.
Q.2: Can I do a phone appointment instead of video?
Answer: Yes, just mention it at the time you reserve your appointment in the notes and your concierge lawyer will call you at your scheduled time.
Q.3: Does CWT charge for consultations?
Answer: No, we do not charge for consultations if you show up or reschedule at least 2 hours in advance. We charge a $20 fee if you do not show up or do not reschedule your appointment within 2 hours. If you reschedule and retain CWT, the fee will be applied towards your invoice so essentially, you will receive a $20 discount off your invoice.
Q.4: Why does CWT charge a no-show/late reschedule fee?
Answer: Since we are a concierge service, we do not make any other plans during your appointment window because you deserve our full-undivided attention. We wait for you to show up for the full 45-minutes. We do not start working on other things or leave. We stay in the “virtual meeting room” the entire duration of the consultation. This means that we are taking time away from our families, children, pets, colleagues, and other clients to show up for you and we hope you do the same for us.
If you can’t make it due to an emergency, just let us know whenever you can and we can look into reversing the charge for you.
Q.5: How is Concierge Wills and Trusts different from LegalZoom and other online services?
Answer: CWT is a law firm owned by California licensed-attorneys. This means, we give you legal advice and a lawyer guides you through your choices and needs, and then prepares customized documents just for you. You are receiving true legal services, just without leaving your home. CWT provides you with concierge-level services because everyone deserves the peace of mind that they actually received what they paid for.
Legalzoom, RocketLawyer, Nolo etc. are not law firms. Some are considered marketing companies, advertising companies, or even directories. Most provide you with DIY documents with no guidance. While you may save money, there is no reassurance of whether you’ve met your goals and exactly what you accomplished at the end of your relationship with a marketing or advertising company.
Q.6: What if I am not satisfied?
Answer: If you are not happy after your consultation, you can schedule another consultation with another attorney or not. There is no obligation to work with us. If you are not satisfied after the second appointment, you can request a refund by emailing us at email@example.com with your concern or call us at 1-800-393-8918. There are no refunds once your documents have been delivered to you.
Q.7: What if I am not satisfied?
Answer: Absolutely! We ask every single client to leave feedback, which you can read here, here, and here. If you have questions about anything, call our main number at 1-800-393-8918.