Estate Planning That Brings Clarity, Confidence, and Peace of Mind

estate planning

Estate planning is about more than documents—it’s about making sure the people you care about are supported, protected, and prepared. At Lindamood Financial Group, we help families across Southwest Virginia and East Tennessee create thoughtful, organized plans that reflect their wishes. Our advisors work closely with you and your attorney to make each decision simple and meaningful.

Planning Today So Your Loved Ones Are Cared For Tomorrow

keeping everything aligned with your long-term goals

What Our Estate Planning Services Include

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Trust Establishment & Review

Help you structure and review trusts that support your goals for protection, control, and efficient transfer of assets.
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Last Will & Testament Coordination

Work with your attorney to ensure your will accurately reflects your wishes and coordinates with your broader financial plan.
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Beneficiary Management

Review and update beneficiaries regularly to avoid conflicts and keep your plan aligned with life changes.
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Legacy & Family Planning

Guide conversations around values, goals, and long-term intentions so your legacy is understood and preserved.
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Wills & Trusts

We can help you to craft will and trust documents to align with your financial planning
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Family Plans & Document Organization

Help you maintain clear records and organized instructions that make your wishes easy for loved ones to follow.

Why Families Trust Our Estate Planning Guidance

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A Clear Path Through an Emotional Process

Clients across Lebanon, Abingdon, Bristol, Greeneville, and Johnson City rely on us for thoughtful estate planning support rooted in trust and long-term relationships.


  • Experience guiding 850+ households through estate and legacy discussions
  • Long-term relationships built with families across multiple generations
  • Coordination with trusted attorneys and tax professionals
  • Clear, compassionate guidance through sensitive decisions
  • Advisors committed to aligning financial and legal strategies
  • Do I need both a will and a trust?

    Not always, and it depends on your goals; we help you understand the benefits of each so you can determine what fits best.

  • How often should I review my estate plan?

    It's wise to review your plan every few years or anytime you experience a major life event such as marriage, birth of a child, or significant financial change.

  • Do you draft legal documents?

    Yes, we help you to craft your legal documents: Wills, Revocable Trusts, Powers of Attorney, and Healthcare Powers of Attorney.

  • What’s the benefit of updating beneficiaries separately?

    Beneficiary designations control many accounts, and keeping them updated ensures assets pass directly and efficiently to the right people.

Frequently Asked Questions