fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Already a Member? Login
Need Help?
Refer Friends
Guide Recommendation Tool
Go Back
Category:

What Issues Should I Consider If My Parent Passed Away?

This checklist covers 26 of the most important planning issues to identify and consider after a client’s parent passes away. It’s structured as follows:

  • Cash Flow Issues
  • Estate Settlement Issues
  • Insurance Issues
  • Tax Issues
  • Investment & Asset Issues
  • Other Issues

 

Updated for 11/15/2021

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close