Your Family Roadmap
A critical step in creating your Family Roadmap is the appointment of your Financial Delegates.
These individuals are responsible for reporting and confirming the event of your passing. Once confirmed,
we will provide your Financial Delegates with access to your Personal Financial Website, the hub of our
Wealth Management System
.
A Financial Delegate should be someone you trust and who will take an active role in settling your affairs. Typical choices include: family members, close friends, and attorneys. Once you designate your Financial Delegates, Steele Capital Management will notify each delegate of their designation and their role in settling your financial affairs.
Client Name
Upon my passing (and the passing of my spouse) I would like Steele Capital Management to provide the following Financial Delegate(s) with access to my Personal Financial Website:
Name
Relationship
Please Select
Daughter
Son
Executor of My Estate
CPA
Attorney
Brother
Sister
Spouse
Significant Other
Other
Address
Email Address
Phone Number
Additional Instructions
Add another Financial Delegate?
Yes
No
Name
Relationship
Please Select
Daughter
Son
Executor of My Estate
CPA
Attorney
Brother
Sister
Spouse
Significant Other
Other
Address
email Address
Phone Number
Additional Instructions
Add another Financial Delegate?
Yes
No
Name
Relationship
Please Select
Daughter
Son
Executor of My Estate
CPA
Attorney
Brother
Sister
Spouse
Significant Other
Other
Address
Email Address
Phone Number
Additional Instructions
Add another Financial Delegate?
Yes
No
Name
Relationship
Please Select
Daughter
Son
Executor of My Estate
CPA
Attorney
Brother
Sister
Spouse
Significant Other
Other
Address
Email Address
Phone Number
Additional Instructions
Add another Financial Delegate?
Yes
No
Name
Relationship
Please Select
Daughter
Son
Executor of My Estate
CPA
Attorney
Brother
Sister
Spouse
Significant Other
Other
Address
Email Address
Phone Number
Additional Instructions
Submit
Should be Empty: