Coordinating with your attorney so your documents, your beneficiaries, and your wishes all actually line up.
An estate plan only works if every piece agrees with every other piece. A will can say one thing while a beneficiary designation quietly says another — and the designation wins. Estate planning coordination is the work of making sure that does not happen to your family.
Canyon Strategic Wealth does not draft legal documents; that is your attorney's role. What we do is sit at the center — making sure your plan, your accounts, and your legal documents tell one consistent story, and that the strategy still fits your life as it changes.
We work with your estate attorney so the structures they draft reflect your full financial picture and your current intentions.
We review the beneficiary designations on every account, because these often-overlooked forms override the will — and we keep them current.
We help you plan how and when wealth moves to the next generation or to the causes you care about, with an eye on both taxes and intentions.
We confirm your powers of attorney and key directives are in place, current, and accessible to the people who would need them.
No. Drafting legal documents is your attorney's role. We coordinate with your estate attorney so the documents reflect your full financial picture, and we keep the rest of your plan aligned with them.
Beneficiary designations on retirement accounts and insurance policies generally override your will. If they are outdated, assets can pass to the wrong person — which is why we review them regularly.
We can connect you with a qualified estate attorney and coordinate the process with them, so the legal work and your broader plan move forward together.
Schedule a complimentary discovery call and we'll talk through your situation.
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