Concierge Legal Services

What are concierge legal services?

Having a concierge lawyer is like having your own in-house lawyer at an affordable cost. Concierge lawyering is akin to concierge medicine, although much newer in concept. With a concierge lawyer, a client will pay an annual, quarterly, or monthly retainer fee in exchange for the services of a personal lawyer who will advise and consult with the client on a broad range of legal matters, and who is on-call to serve the client’s needs.

What is the difference between a regular lawyer and a concierge lawyer?

A concierge lawyer is not retained merely to represent a client in a specific case or for a specific legal purpose, but rather to serve as an advisor to the client, helping them make informed decisions as to all business, personal, and financial matters that may arise on a day-to-day basis. The client can reach out to the concierge lawyer about any issue they wish to discuss, without being billed by the hour for the call or email and associated follow-up.

Who is this service available to?

Because of the nature of this relationship, I am very selective as to who I take on as a concierge client. The service is only available by invitation. I only invite clients who have hired me for a specific service and that I think I would work well with on a long-term basis. The only other source of invitation is existing concierge clients. If you are a client of mine that I provide concierge service for, I will trust your recommendation and allow your guest to enroll immediately.

What would you do for me if I have you as my concierge lawyer?

When you enroll in our special concierge service, you have me as your own family lawyer, ready to help you, your spouse and your dependents. Any question or problem that may come your way, you will have the peace of mind knowing that help is just a phone call (or email) away. I will be available to answer your legal questions and handle legal issues that you may face. I will also write letters on your behalf, prepare and review legal documents, and much more. Here is what you get with my standard service:

Unlimited Phone Calls and Emails

You can get an answer to virtually any legal question or problem, as often as you need. I will answer your emailed questions, or we can arrange a phone call to answer any legal questions you ever have.

Letters Drafted; Documents Drafted, Reviewed, or Revised

I will draft basic legal documents such as wills and powers of attorney, review contracts, and write letters on your behalf to get results. Got a speeding ticket? A letter from me can go a long way. The standard retainer includes up to two document reviews or drafts per year.

Legal Referral Service

I am not an expert on everything, and I believe that when you have a legal problem, you should go to someone who is an expert in that field. You don’t need to call around and research; I will connect you to just the legal expertise you need. These lawyers are hand-picked by me for their skill and professionalism. There will be no charge for an initial consultation with an expert concerning your legal issue. Also, because I don’t ask these professionals for a referral fee, I can usually negotiate a nice discount on their services for you.

Assistance for Trustees and Agents

I include trustees of trusts we drafted for you and agents of powers of attorney we drafted for any issue involving the trust or power of attorney document. They can call me any time they have a question or a problem.

“House Calls”

Too much trouble to come into our office for an appointment? No problem. For a reasonable fee, I will meet you in your home or send an attorney or notary to your home and meet with you “virtually.”

Digital Document Vault

All of your legal documents are stored digitally on the cloud where they are safe from any disaster and immediately available by email or fax to anyone you want us to send them to. (This is true for all of my estate planning clients, even without concierge service).

Annual Legal Checkup

I don’t sit back and wait for legal problems to come to you. I will meet with you at the very beginning and once every year to assess your current situation and help you head off problems before they happen.

Free Copies of our Books and Other Publications

I publish new books and pamphlets on legal issues periodically. You will get a free copy of everything I publish including new or revised editions. You are also put on our mailing list for all the latest events, articles and videos we release.

Other Special Offers

I work to develop relationships with other professionals who I think can help my clients. I try to get these professionals to give special, exclusive offers to my clients from time to time.

Additional Services

This is just my standard service package. I also have more sophisticated plans for business owners, those with significant assets, and those who want more immediate availability.

Would I be locked into a long-term contract?

Absolutely not! I consider the concierge relationship one of deep trust and personal interaction. I am not offended if you decide it’s not working for you, and I want you to feel comfortable canceling if, for any reason, you want to. The retainer for this service is paid by the month and can be canceled at any time. You are not locked into any long-term agreement.


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