Learn How to Grow, Protect, and Continue Your Legacy

ABOUT US

Coell’s Legacy: Your Partner in Estate and Eldercare Planning

What We Do and Why We Do It

Desiree Fisher

CERTIFIED FINANCIAL PLANNER™ &
Founder of Coell’s Legacy

Coell’s Legacy is more than just a consulting company. We are your partner in creating a personalized and comprehensive plan for your estate and eldercare needs.

Whether you are a busy professional who wants to secure your legacy for future generations, or you have aging parents who need your support and care, we are here to help you navigate the process with ease and confidence. 

We work with a network of qualified estate planning attorneys and eldercare specialists who can assist you with every aspect of your plan, from drafting legal documents to finding the best care options for your parents. 

Coell’s Legacy is not just a name. It’s a mission. A mission to help you grow, protect, and continue your legacy for generations to come.

Estate Planning

Ensure your wishes are respected and your assets are distributed according to your plans

Eldercare Planning

Find and access the best care options for your aging parents, such as home care, assisted living, nursing home, hospice, and more

Family Communication

Have open and honest conversations with your family members about your estate and eldercare plans

Legacy Preservation

Preserve and share your family history, values, stories, and memories with your loved ones and future generations

Picture with Daddy

Coell’s Story

Coell’s Legacy is named for my father. A great man who conquered many adversities throughout his life.

In 2011, with the assistance of an attorney, my father and I started the process of creating his estate plan. At the time, he was healthy and still working.

Unfortunately, two years later, my father suffered a massive stroke. Without the durable power of attorney and healthcare proxy, it would have been difficult to focus my attention on his recovery.

This experience is why I’m passionate about estate and eldercare planning. Coell’s Legacy’s mission is to help individuals and families avoid issues that can arise when you are not prepared for illness or death.

Coell’s Legacy was created to help you secure and protect your family’s future from generation to generation.

Meet Desiree Fisher, the Founder and CEO of Coell’s Legacy

Hi, I’m Desiree Fisher, the founder and CEO of Coell’s Legacy. I’m a CERTIFIED FINANCIAL PLANNER™ professional with a background in affordable housing and real estate finance. I help clients achieve their personal financial goals while respecting where they are in their journey.

I’m also passionate about estate and eldercare planning because I know first-hand how important it is to be prepared for life’s uncertainties.

My father, Coell, is the reason I created Coell’s Legacy, to help you and your family avoid the issues that can arise when you are not prepared for illness or death. Coell’s Legacy is more than just a consulting company. It’s a mission. A mission to help you grow, protect, and continue your legacy for generations to come.

I hope you’ll join me on this mission and let me be your partner in estate and eldercare planning. Contact me today for a free consultation and let’s get started on creating your personalized and comprehensive plan.

Our Services

At Coell’s Legacy, we help you create and implement a personalized and comprehensive plan for your estate and eldercare needs. Whether you are an individual or a financial advisor, we provide you with education, connection, and support throughout the process.

We work with a network of qualified estate planning attorneys and eldercare specialists who can assist you with every aspect of your plan, from drafting legal documents to finding the best care options for your parents. Coell’s Legacy is your partner in securing and protecting your family’s future from generation to generation.

Black woman

Individuals

Coell’s Legacy will assist individuals and families with the estate and eldercare planning process by providing the following:

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    Education

    As part of our educational platform, Coell’s Legacy provides clients with a detailed explanation of the estate planning process and eldercare services. This includes understanding the purpose of a Will and a Trust, Durable Power of Attorney, Healthcare Proxy, and Living Will. Coell’s Legacy can also conduct presentations virtually to small and large groups. 

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    Connection

    Connect clients with qualified estate planning attorneys and eldercare professionals to meet their needs.

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      Support

      Work with clients to ensure execution and implementation of the estate planning documents and the eldercare plans developed by professionals.
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      Financial Advisors

      Coell’s Legacy provides a valuable service to financial advisors whose clients need an estate-planning attorney or an eldercare specialist. 

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        Evaluation

        Financial advisor provides detailed information regarding the client’s needs, and an assessment is conducted.

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          Connection

          Connect clients with qualified estate planning attorneys and eldercare professionals to meet their needs.
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          Support

          Work with financial advisors to ensure the execution and implementation of the completed plans.

          Contact us for a free consultation

          Blog

          My Latest Article

          Can We Talk? How to facilitate conversations with parents about finances.

          Money can be a tricky subject, especially family.  People often have feelings that they may be harboring about their finances and may be unwilling to share this fact with anyone, including their children.  Sometimes parents feel that if their...

          The Importance of Planning for Aging Parents: A Financial Planner’s Perspective

          As the only child of an older parent, I always knew the responsibility of caring for my father would fall to me. My mother passed away when I was fifteen, and it was just the two of us for most of my life. From a financial standpoint, my father made sure that he had...

          We eagerly await her next session

          I invited Desiree to be our guest speaker for our sorority’s Eldercare Planning Forum.  She did a superb job presenting the essential documents that are needed for eldercare recipients, and she also impressed upon us how vital it is to have a plan in place before a life-changing event occurs.  Our audience was impressed by Desiree’s knowledge and professionalism; we eagerly await her next session with us!”

          T. Mitchell

          I want to hear more

          After participating in Essential Legal Documents of Desiree’s “Getting Your Affairs in Order: An Elder Care Planning Forum,” I feel more urgent to continue what I started some years ago. As I approach retirement age, I want to make sure I have a plan to facilitate an easy transition from employment. Lastly, I want to make sure that my family knows where everything is should I become incapacitated or in the event of my death. I walked away from the session more knowledgeable and wanted to hear more.

          C. Wright

          Presentation Participant

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