This checklist covers 24 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
Aditional Administration Issues
Updated for 5/01/2020 (including The SECURE Act and The CARES ACT)
Upgrade to Premier to use an interactive checklist and integrate with Redtail and Wealthbox.
Upgrade to Deluxe or Premier to white label the resources.
Upgrade to Deluxe or Premier to download all the resources with one click.