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

Address

Email Address

Phone Number

Additional Instructions

Add another Financial Delegate?

Yes No

Name

Relationship

Address

email Address

Phone Number

Additional Instructions

Add another Financial Delegate?

Yes No

Name

Relationship

Address

Email Address

Phone Number

Additional Instructions

Add another Financial Delegate?

Yes No

Name

Relationship

Address

Email Address

Phone Number

Additional Instructions

Add another Financial Delegate?

Yes No

Name

Relationship

Address

Email Address

Phone Number

Additional Instructions