fpPathfinder

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

What Issues Should I Consider Before Closing The Estate

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Interactive Checklist Created with Sketch.

This checklist covers 23 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 Related Issues
Estate Planning Issues
Tax Issues
Other Issues

Updated for 2020 (including The SECURE ACT)

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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.
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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
“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
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
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