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Reviewing An Estate Plan (July and August)

October 23, 2020
How Advisors Use The Checklists and Flowcharts, Marketing

Part 5 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process.

Updating an estate plan may not be one of the highest priorities for your clients, but you can help them to keep it in mind by sending an email along with the “What Issues Should I Consider Before I Update My Estate Plan?” checklist every year or so. By periodically asking clients specific probing questions outlined in the checklist, it helps to keep the estate planning discussion in the forefront of their minds.

Email Subject Line: It’s time to review your estate plan

Dear [Client],

During July and August, we want to help you review your estate plan.

Perhaps you…

  • Have experienced a change in family circumstances and you’d like to alter the amounts, timing, and/or recipients of wealth transfers under your plan;
  • Want to confirm that your General and Health Care Powers of Attorney and Living Will are up-to-date, in light of any changes in state law or personal preferences; or
  • Would like to refresh your understanding of your documents and the relevant rules.

Whatever the case may be, it is important to review your estate plan periodically.
Nevertheless, you might be reluctant to address the subject or review your documents on your own. This is natural, but we can help guide you through the complexities to ensure your wishes are carried out, and your family and assets are protected.

To facilitate a productive discussion, we have a checklist that outlines 18 considerations that are fundamental to an estate planning review [link to your white labeled version from your website or Google Doc].

While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals, and to identify what the best opportunities are for you.

Please contact us today to schedule a time to discuss this further, or [schedule a time with us on our calendar here (insert your calendar link)].

 

Sincerely,

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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.
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“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 find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
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