Preparing For Your Consultation

We look forward to meeting you soon!

To make the most of your consultation, please complete the appropriate checklists below as best as you can.  It's ok to not have 'all' the answers - we will help you resolve your questions and prepare a detailed plan together.

Here's a Guide to what to bring....

If you are coming in to prepare a Special Needs Plan, please complete Worksheets #1 and #5.

If you are coming in to review a Special Needs Plan that you have already established, please complete Worksheets #3 and #5.

For Estate Plan Consultations, please complete Worksheets #2 and #5.

For Estate and Trust Reviews, please complete Worksheets #4 and #5.

Special Needs Plan Consultation - Worksheet #1

ESTATE PLANNING CONSULTATION CHECKLIST - WORKSHEET #2

REVIEWING YOUR SPECIAL NEEDS PLAN - WORKSHEET #3

REVIEWING YOUR TRUST & ESTATE PLAN - WORKSHEET #4

Asset Inventory - for all consultations - WORKSHEET #5

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“Turning Pointe often utilizes Katie's help to guide families on their journey with autism.  We refer families directly to her office and also proudly host her for informative live on-site presentations.  Katie has a unique touch with clients as she is knowledgeable, but approachable and operates from a place of real passion for her work.  At Turning Pointe, we are always confident in partnering with Clancy Associates and feel grateful to have her in our community."  

-  Carrie Provenzale, Executive Director Turning Pointe Autism Foundation

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"We put off establishing a Special Needs Trust for our son, because we were sure it would be very difficult and overwhelming. However, Katie guided us all the way through it in a professional and caring manner. She was also very helpful creating our Legal Will. We thank you, Katie, and highly recommend your expertise and legal knowledge."

- Ken & Kathy D.

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“Katie is a wealth of knowledge, but even more so an empathetic, honest and relatable person and professional. She understands the challenges that families face and cares deeply about equipping caregivers with the information they need to be strong advocates. Katie’s presentations are thorough, user-friendly and always up-to-date. In addition to being incredibly informative, Katie’s sessions provide an opportunity for families to connect when they may have otherwise felt alone.” 

- Clare Killy, Aspire Manager of Inclusive Solutions 

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 “Katie is knowledgeable and easy to talk to. We can breathe easier knowing that we have a plan in place so our child with special needs will be properly taken care of when we are gone. Appointments were simple to schedule and she traveled to meet with us at our financial advisor’s office and at our home. I refer all of my fellow moms who have children with special needs to Katie.” 

- Bill & Lori G.

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"I am so glad that I consulted with Clancy & Associates to review the options available for my son who has autism.  I didn’t realize that he can qualify for several benefits from the government when he turns 18. This is a relief to me and great news for my son.  I was very comfortable talking with Katie about our family and my son’s history. She is also a special needs parent, so there is so much I did not have to explain -- she just understood.  I know there is more for me to do, but having Katie as a guide takes a big load
off my shoulders." ​

- Jamie M.

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