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Estate Planner
Standard Elite
Mini-Retainer
Concierge Wealth Mgmt
Financial Fitness
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The "Estate Planner"
A must for those without a Will or an Estate Plan!
The "Estate Planner" is the only limited retainer that offers an estate plan.  This retainer offers all the items in the "Mini- Retainer", plus our licensed attorney will prepare a  Simple Will, Durable Power of Attorney, Living Will and Health Care Proxy.  This option includes all fees for drafting and recording of the legal documents. This retainer is a must for those who are without wills and need some planning assistance.
Duration: Four Hours plus 2 quarterly phone conferences for follow up