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.
