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

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.

✔ Build deeper client relationships

✔ Enhance your client experience

✔ Offer services beyond the balance sheet

✔ Create multigenerational relationships

✔ Retain assets passing between generations

✔ Differentiate and market your practice


Use Everplans to transform your business

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"You need to differentiate yourself. If you're considering offering Life & Legacy Planning, don't wait – it's what your clients are yearning for."

- Kim Kenawell-Hoffecker, Avantra Family Wealth


"The more clients and prospects the advisor creates an Everplan for, the more referrals they are likely to get."

- Joel Bruckenstein, FA Magazine


"A gamechanger for many independent advisory firms."

- Bob Clark, ThinkAdvisor

How FIM Group Grows Its Practice With Everplans

“Every person we’ve on-boarded has made a referral. Every single one.”

"Heirs don't often keep their parents' advisors, but this is the best way to make it happen."

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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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