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Category:
Important Life Events & Decisions

Death Of Parent Issues

Updated 12/1/2024

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
Related Guides
Aging Parent Issues
Category: Important Life Events & Decisions
Death Of Spouse Issues
Category: Important Life Events & Decisions
Terminal Illness Issues
Category: Important Life Events & Decisions

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“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
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— An advisor in Utah
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
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