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.

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.