5 Minute Demo

Everplans Professional

From legal and financial documents – to household and digital information – Everplans keeps it all in one secure, accessible place so families have access when they need it most.

Everplans' platform helps people organize, store, and share the most important details of their life.

  • Build deeper client relationships
  • Offer services beyond the balance sheet
  • Create multigenerational relationships
  • Retain assets passing between generations
  • Differentiate and market your practice


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  • Engage Clients
    Strengthen client relationships by starting new conversations, beyond just your clients' finances.
  • Expand Your Advisory Role
    Prove your worth as an advisor by filling gaps in your clients’ planning.
  • Extend Your Reach
    Connect with the next generation of clients by working with both benefactors and beneficiaries.

Connect with your next generation of clients

Everplans is the leading tool helping Advisors increase retention across generations, establish new relationships, and strengthen existing ones.

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Everplans pricing

Featuring flexible pricing and robust functionality, we can customize a plan for everyone from sole proprietors to global enterprises.

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