Report: Legacy Planning Tops Value for $90T Wealth Transfer Reckoning
Developed by DePardo Consulting and commissioned by Everplans, this report explores how legacy planning makes firms irreplaceable by creating deep client connections across generations, delivering critical support when families need it most, and building sustainable business value.
The Legacy Planning Solution for Business
Everplans is a smart digital vault that helps users organize, store and securely share important documents, accounts, policies, and legacy plans. With Everplans, financial advisors provide clients and their loved ones easy and secure access to all this vital information in a cobranded vault in case of an emergency or death, connecting you to the family now for when crisis strikes later.
The Shifting World of Financial Management
Do you have a plan for the forces shaping the future?
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Wealth Transfer
The largest wealth transfer in human history is underway. Is your business ready for the reckoning?
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A.I. Adoption
Artificial Intelligence (A.I.) is commoditizing financial advice. What's your plan to stay relevent?
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Legacy Planning
Legacy planning is emerging as the next advice frontier. Do you offer a real legacy planning solution?
It's Scary Out There. We're Here to Help.
The future is a little scary. Clients feel it. Businesses, and especially advisors, can't afford to ignore it. Thankfully Everplans delivers a future-facing legacy planning solution built on client value and multi-generational support. We're ready for businesses to implement, quickly and profitably.
Everplans is the competitive edge you need to build a moat around your business.
Why Choose Everplans?
See what advisors and wealth managers are saying about us.
Everplans can Level Up Your Business
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Deep content library creates opportunities for ongoing engagement
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Planning tools help develop deeper relationships
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Deputy sharing opens access to the next generation
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Detailed guidance can uncover upsell and cross-sell opportunities
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Legacy planning creates deep, empathetic bond with clients
The Everplans Difference
Everplans turns legacy planning into a tangible business growth engine. Through its unique Digital Deputy Network, Everplans ensures that a client’s most critical relationships are integrated into the advisory ecosystem before a transition occurs.
Read the Latest Research
Advice firms are facing a reckoning, according to new research by De Pardo Consulting. To sustain growth and become irreplaceable, firms must address more complex, more human, higher-order client needs that create a lasting competitive advantage.
Read the White Paper, "Legacy Planning Tops Value for the $90T Wealth Transfer Reckoning," authored by De Pardo Consulting and commissioned by Everplans.
Preserve Their Legacies
...and secure your future. Your clients are looking for more out of their business relationships. Everplans will help you stand out, stand tall, and navigate the shifting landscape of financial services. Let us show you how a partnership with Everplans is the best thing for your business.
Secure and compliant
With Everplans, your clients can rest easy knowing their information is stored securely in a vault that features the latest in bank-level encryption. Everplans is HIPAA compliant and Soc-2 Certified.