Broker Check

Everplans Life and Legacy Planning

Store and share life’s important documents and information. 

For your loved ones. For your peace of mind.

Can your loved ones find your important paperwork – like your will, insurance papers, account information and end-of-life wishes – if something happens to you? Are they all pulled together? Are they secure?

Everplans Life & Legacy Planning works like a secure, virtual vault for storing and sharing important life documents. You choose who has access to information such as:

  • Wills, trusts, insurance policies
  • Health & medical records
  • Power of attorney & living wills
  • Emergency contacts
  • Passports
  • “After I’m gone” wishes

 Everplans also helps you organize often-overlooked online and digital info your loved ones may need to access:

  • Important online account info
  • Passwords
  • Log in information
  • Account codes

Make sure your loved ones have everything they need to look after your affairs. Click below for more information or contact us today to get started.