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Congrats!

Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.

If you have any questions, please feel free to email us at [email protected].

Welcome Aboard!

Account Set-up

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What's a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Reviewing Insurance Coverage
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
Estate Planning

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Let’s get started with a brief tour of the Member Section.

Questions? Email us at [email protected]

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fpPathfinder

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

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3 Essential Checklists For Estate Plan Review

March 3, 2022
Service Guides - Linked, Guide Bundles

It’s a great benefit to your clients when you check in with them to review their estate plans. There can be any number of updates, revisions, and strategies you can help them identify before they sit down in their estate attorney’s office. 

We’ve pulled together the relevant checklists to create the Estate Plan Review Bundle to support your estate plan review meetings. Within the course of a well-structured session, you can guide your clients through conversations that cover:

  • Estate document review
  • Estate plan updates
  • Charitable giving strategies
fpPathfinder Members

Click the image below and download the bundle, which has links to the checklists, to your desktop. Then, you’ll be organized when you reach out to your clients and ready for any unexpected inbound inquiry that comes your way. 

Not a member yet, but want to be? 

We can help you with that! You can go straight to Become A Member, review the options, and choose the membership level that moves you closer to your goals. Sometimes a live demonstration is more helpful than reading a screen. If that’s the case, schedule your live demonstration and get all of your questions answered on the spot. 

fpPathfinder Estate Plan Review Bundle

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See how our flowcharts and checklists help you navigate complex financial planning questions.
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“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
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“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
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Recent Blog Posts

  • 3 Ways To Use The New Client Engagement Builder
  • How To Shave Time Off Your Workflows With Fintech
  • Improving Estate Planning Conversations
  • SECURE Act 2.0 Guide Updates

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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

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Upgrade to Deluxe or Premier to white label the resources.

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Upgrade to Premier Membership and gain access to the Beneficiary Report. You’ll also unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs.

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