We are excited to release two new checklists for our members. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and are designed to make sure advisors don’t miss a planning issue (a brief philosophy of our approach to checklists).
For Essential and Deluxe members, here are the two checklists being released today:
What Issues Should I Consider Before Closing The Estate: This covers 23 issues and questions to ask your client in helping them decide if they can close the estate for a loved one.
Issues to Consider In A Client Annual Review Meeting: This covers 40 questions to ask your client during a client annual review meeting to uncover possible planning issues.
What do you think of these two new checklists? Send me an email – I’d love to hear your thoughts.
