With Everplans you can help your clients get together all of the most important information their families really need to know about - everything from wills, to life insurance policies, to healthcare directives, pet information, online accounts and more.
"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
"Heirs don't often keep their parents' advisors, but this is the best way to make it happen."