What Issues Should I Consider Before I Update My Estate Plan?

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This checklist covers 18 of the most important planning issues to identify and consider for a client before updating their estate plan. It’s structured as follows:

Beneficiary & Fiduciary Issues
Assets & Property Related Issues
Minors & Children Related Issues
Other Issues

Updated 6/9/2020

“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”

— Don, and advisor in California

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— Kevin P, an advisor in Illinois

“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”

— Chris, an advisor in Illinois

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— Phillip, an advisor in North Carolina

“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

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— An advisor in Texas

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What Issues Should I Consider Before I Update My Estate Plan?

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