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Category:
Estate Planning, Life Events

What Issues Should I Consider Before Closing The Estate?

Updated 12/1/2023

This checklist covers 25 of the most important planning issues to identify and consider before a client closes an estate for a loved one.  It’s structured as follows:

  • Cash Flow Issues
  • Asset & Debt Issues
  • Additional Administration Issues
  • Tax Issues
  • Other Issues
Related Guides
What Issues Should I Consider If My Parent Passed Away?
Category: General, Estate Planning, Life Events
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning, Life Events

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— An advisor in Texas
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— Clinton, an Advisor in New York
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
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