No. 19 of 106 Things We Do For Clients
Assist in preparing an estate plan for you. While usually an estate planning attorney is needed to prepare an estate plan, a financial planner can save you time and money by educating you and preparing the initial design. Because we charge a flat retainer that covers all our services, there is no additional fee for this service. This not only saves you money by reducing the number of billable hours your attorney will need to spend with you, it also means your time with the attorney will be more productive because you will understand more of the concepts and language used in estate planning.