The engagement platform for advisors
Advisors use Everplans to offer clients an easy way to organize their life now, preserve their legacy for later, and not leave their loved ones with a mess when they die, leading to better engagement and retention.
Get a free year of Everplans for yourself when you schedule time with us.
Engage, protect, and prepare your clients
Prepare clients for emergencies & the unexpected using Everplans’ smart vault
Legacy protection & planning so your clients and their families have their wishes clearly communicated and shared
Ongoing engagement with clients and their heirs, which gives your clients peace of mind and helps you connect with the next generation
Numbers don't lie
50% of clients who receive an Everplans account from their advisor have activated.
89% of clients who have an advisor sponsored Everplan have multiple items in their account
How Everplans works
Let our smart planning system guide your clients:
Organize financial records, IDs, insurance policies, and estate docs
Access essential legal documents (Will, trust, POA)
Securely share these critical items with trusted advisors and loved ones
Informative articles, videos, and checklists
Access grief coaching
Secure and compliant
Everplans is built from the ground-up with security and compliance in mind.
Everplans in the news
Get in touch for a demo and we'll give you a free year of Everplans.