fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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Category:
General, Estate Planning, Life Events

What Issues Should I Consider If My Parent Passed Away?

Updated 12/1/2023

This checklist covers 26 of the most important planning issues to identify and consider after a client’s parent passes away. It’s structured as follows:

  • Cash Flow Issues
  • Estate Settlement Issues
  • Insurance Issues
  • Tax Issues
  • Investment & Asset Issues
  • Other Issues
Related Guides
What Issues Should I Consider For My Aging Parents?
Category: General, Life Events
What Issues Should I Consider If I Lose My Job?
Category: General, Working / Accumulation Phase, Life Events
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
Category: General, Insurance Planning, Life Events
Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?
Category: General

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
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