Helping Diligent Advisors Ensure They're On The Right Planning Path
What Issues Should I Consider If My Spouse Passed Away?
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:
- Cash Flow Issues
- Estate Settlement Issues
- Insurance Issues
- Tax Issues
- Investment & Asset Issues
- Other Issues
Updated for 11/15/2020
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Financial Planning is complex. It’s easy to forget a rule or become confused. Just when you think you have it figured out, the rules change. With fpPathfinder you can be a more diligent advisor and systematize your planning process.
What Customers Are Saying About Us
Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“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
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
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