Estate Planning Support for Families
Practical, organized support for families preparing for the future — bringing financial information, documents, and advisors together so nothing important is left unclear.
What this is — and what it isn't
This is not legal estate planning. I do not draft wills, trusts, or estate documents. That's the role of your lawyer.
What I do is the financial organization and coordination that sits alongside the legal work — making sure the full financial picture is understood, that the right professionals are talking to each other, and that the family isn't carrying it all in their heads.
How I help families prepare
Many families have pieces of an estate plan in place — a will, some accounts, perhaps a trust — but no clear view of how everything fits together. Others are starting from scratch and aren't sure where to begin.
I work with you to gather, review, and organize the information that matters: accounts, assets, obligations, beneficiaries, key documents, and the people involved. From there, we identify what exists, what may be missing, and what should be addressed with your lawyer, accountant, or financial advisor.
The goal is preparation — so that if something ever does happen, your family isn't left trying to figure things out under stress.
Areas of support
- ◆Organizing financial information and key documents
- ◆Reviewing assets, accounts, and obligations
- ◆Coordinating with your lawyer, accountant, and financial advisors
- ◆Identifying gaps or unclear areas in the current plan
- ◆Helping families have the right conversations in advance
- ◆Clarifying next steps and responsibilities
Good preparation is one of the most generous things a family can do for itself — quiet, practical work that brings real peace of mind.
Nola Advisory LLC provides financial organization and coordination services. Legal estate planning is provided by your lawyer.
Ready to talk it through?
A confidential conversation is the simplest place to begin.
Led by Deborah Voronoff, CPA — 35+ years guiding complex financial decisions across Canada and the U.S.