fpPathfinder

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

Already a Member? Login
Need Help?
Refer Friends
GUIDES
All Guides
Categories
General
Cashflow Important Dates & Numbers Recurring New Client Family-Related Service Calendar Debts Caring Loved Ones Divorce Planning College Planning / Funding Deliverable Age-Related Planning 20s-30s Age-Related Planning 40s-50s Age-Related Planning 60s Age-Related Planning 70s
Working / Accumulation Phase
Employee Benefits-related Planning Issues Business Owners Saving For Retirement Stock Options
Retirement / Decumulation
Social Security Healthcare Distributions Misc. Charitable Giving
Tax Planning
Business Owners Review Tax-related Documents Misc Sale of Asset Deductions & Credits Important Tax Concepts & Numbers Taxable Distributions
Insurance Planning
Medicare Property Annuities Life Insurance Long-Term Care Insurance Health Insurance
Estate Planning
Chartible Giving Inheritance Loss of Loved One Step Up Estate Planning Documents
Assets and Investment Planning
HSAs IRAs Annuities House and Home Investments Stock Options
Life Events
Child-Related Job-Related Death Marriage Divorce Sudden Wealth Event Moving/Home-Related Starting Or Selling A Business Starting Social Security Unique Life Event/Other Starting Retirement Medicare-Related Starting RMDs
One-Click Downloads
Full List Of Guides
Guide Recommendation Tool
Guide Recommendation Tool
Go Back
Category:
General, Estate Planning

What Issues Should I Consider When Reviewing My Estate Planning Documents?

Estate planning is a critical aspect of the financial planning process. Reviewing a client’s documents is an important exercise, both at the outset and throughout the advisory relationship. However, this can be a daunting task for both clients and advisors, who may find the exercise tedious and, perhaps, confusing.

To help guide your document review, we have created this checklist. It covers key considerations regarding the most common estate planning documents, including:

  • Wills
  • Living Trusts
  • Irrevocable Trusts
  • Powers of Attorney
  • Living Wills

To pair with this resource, or to guide a more general discussion with clients, please see our “What Issues Should I Consider Before I Update My Estate Plan?” checklist.

Click here for a client-facing email template.

Related Guides
What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
Category: General, Insurance Planning
As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
What Issues Should I Consider Before The End Of The Year?
Category: General
What Issues Should I Consider Before I Update My Estate Plan?
Category: General, Estate Planning
What Issues Should I Consider When Reviewing My Investments?
Category: General, Assets and Investment Planning
Should I Change My Medicare Coverage During Open Enrollment?
Category: General, Retirement / Decumulation, Insurance Planning, Life Events
What Issues Should I Consider When Establishing My Charitable Giving Strategy?
Category: General, Estate Planning
Master List Of Goals
Category: General
What Issues Should I Consider When Reviewing Cash Flow?
Category: General
What Issues Should I Consider At The Start Of The Year?
Category: General
What Issues Should I Consider With My Employer-Provided Benefits?
Category: General, Working / Accumulation Phase, Life Events
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
What Issues Should I Consider When Reviewing My Beneficiaries?
Category: General, Estate Planning
Internal Client Service Calendar
Category: General
What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
Category: General
What Documents Do I Need To Collect For Filing My 2023 Tax Return?
Category: General, Tax Planning
What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
Category: General, Tax Planning, Assets and Investment Planning

Getting Your Referral Stats

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
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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”
— An advisor in Texas
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“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
Become a Member

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