fpPathfinder Partners with EncorEstate Plans To Provide Client Engagement Resources [July 26, 2024]
fpPathfinder is excited to announce its partnership with the EncorEstate Plans, a leading platform for estate planning solutions.
This collaboration marks a significant step forward in supporting advisors to offer comprehensive estate planning solutions, ensuring they are providing diligent and effective guidance.
How It Works
As part of this partnership, fpPathfinder will integrate two of their estate planning checklists, the “What Issues Should I Consider When I Create My Estate Plan?” and the “What Issues Should I Consider Before I Update My Estate Plan?” checklists into EncorEstate Plans’s extensive knowledge base. These resources will be featured in EncorEstate’s onboarding emails, ensuring that advisors have easy access to essential tools right from the start.
These checklists will empower advisors to confidently navigate estate planning conversations and delve deeper into client concerns. When combined with EncorEstate Plans' comprehensive Knowledge Base articles, advisors will be fully equipped to confidently address common estate planning issues that arise in client discussions.
“Estate planning is a new topic for advisors to address with their clients – It’s another way for advisors to show their value and expand planning opportunities. The problem is that many advisors don’t know how to guide their clients. This partnership brings together what advisors need to begin to help their clients with estate planning. fpPathfinder’s guides help with the conversation and EncorEstate Plans helps to deliver a complete estate plan for the client,” said Michael Lecours, CFP®, co-Founder of fpPathfinder.
“Partnering with fpPathfinder is a huge win for our advisors that are looking for great tools to engage their clients and prospects in this estate planning conversation. No tool enables rich client engagement more than fpPathfinder,” said Matt Morris, CEO of EncorEstate Plans.
About fpPathfinder:
fpPathfinder was founded in 2018 to bridge the gap between complexity and clarity using topical checklists, flowcharts, and summary guides. Our team is dedicated to helping advisors unravel the intricacies of financial planning concepts and translate them into actionable steps that you can implement with confidence.
For more information about fpPathfinder, visit www.fpPathfinder.com.
About EncorEstate Plans:
EncorEstate Plans supports advisors by delivering an estate planning experience that makes it easy and fast to create comprehensive estate plans. Partnering with EncorEstate Plans puts industry-leading technology, backed by real humans who review every plan created, to give you full confidence before you present.
For more information about the EncorEstate Plans, visit: www.encorestateplans.com.