Estate Planning Coordination
Help Make Sure Your Financial Life Supports the Wishes You Want Carried Out
Estate planning involves more than completing legal documents. Your financial accounts, insurance policies, ownership arrangements, important information, and legal documents should support the same wishes.
Does This Sound Familiar?
You Want to Leave Clear Instructions—Not Confusion
Is important information organized for my family?
Do my financial accounts and insurance support my wishes?
Are previous decisions still current?
How do I begin without becoming overwhelmed?
When documents and financial decisions are created at different times, important gaps or conflicts may be easy to overlook.
How I Help
Bring Greater Organization to the Estate-Planning Process
My role is to help you better understand the process, prepare relevant information, and recognize financial or insurance matters that may need coordination.
Canady Financial Group does not draft legal documents, provide legal advice, or provide legal representation.
General Education
Receive clear, general information about the estate-planning process and the decisions it may involve.
Organize Important Information
Gather the financial and insurance information that may be relevant to the process.
Connect With a Legal Professional
When legal services are needed, connect with an appropriate, independent estate-planning professional.
What Working Together Looks Like
A Clearer Path Through an Important Process
1
Introductory Call
We discuss what prompted you to seek help and determine whether my coordination services may fit your needs.
2
Discovery Meeting
We discuss your family, financial accounts, insurance, current documents, concerns, and wishes.
3
Retirement Breakthrough Session
We review what may need attention and discuss next steps for organizing information and moving through the process.
4
Coordination & Follow-Up
I help facilitate a connection with an appropriate legal professional and coordinate relevant financial and insurance information.
Begin With What You Know
Start Organizing the Wishes and Information That Matter Most
You do not need to have every document completed or every detail organized before beginning. Start with the questions you have, the people you want to protect, and the wishes you want your family to understand.
Schedule an Introductory Call
Virtual appointments are available.
Canady Financial Group does not provide legal advice, draft legal documents, or provide legal representation. Legal services are provided by independent, appropriately qualified legal professionals.