Partner Spotlight: fpPathfinder + EncorEstate Plans
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.
Why This Partnership Matters
fpPathfinder’s partnership with EncorEstate Plans bridges a critical gap for advisors looking to expand their estate planning services. Many advisors recognize the importance of estate planning but lack the tools to confidently guide these conversations. By integrating fpPathfinder’s estate planning checklists into EncorEstate Plans’ platform, this collaboration helps advisors navigate estate planning discussions effectively and while providing comprehensive planning solutions to clients.
What This Means For You
Before the Meeting: Use fpPathfinder’s estate planning checklists to prepare for discussions and identify key client concerns.
During the Meeting: Leverage the checklists with EncorEstate's software to guide meaningful conversations and explore opportunities to enhance your client’s estate plan.
After the Meeting: Pair insights from the checklists with EncorEstate Plans’ platform to deliver a complete estate plan, using the checklist as actionable takeaways for your client.
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.
