This checklist covers 28 of the most important planning issues to identify and consider for a client, whose spouse has recently passed away. It’s structured as follows:
Updated for 11/15/2020
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.