Our latest addition to the platform that enables our pro users to cultivate new business from their existing clients.

We’re always striving to help financial advisors retain their current clients and find new ones. Network Amplifier is our latest effort to help achieve that goal. Awesome! So, how does it work? Allow us to explain in four easy steps.

1. A client designates family members or friends as "Deputies," with whom they’ll share key information from their Everplan.

deputy settings
2. After a Deputy accepts an invite and securely views the Everplan, they’ll see a branded message from the financial advisor offering them an Everplan of their own.

my everplan

3. All they have to do is click “Request Your Own Everplan” and they’ll be brought to the following page:

request for everplan

4. The advisor will then receive the following email, and just like that they have a fresh new prospect.

email offering everplan

As you can see, this allows for a seamless connection from Deputies to advisors in a warm and uniquely contextual way that facilitates multi generational planning.

Now for some facts: According to recent research conducted for Everplans by Cerulli Associates, 93 percent of advisors believe they will retain the assets of heirs when their primary client dies, yet 85 percent of children fire the financial advisor after their parent dies.

In closing: Everplans Network Amplifier offers a unique opportunity for financial advisors to grow their business by providing an opportunity to directly interact with their clients’ friends and family via our life & legacy platform. To learn more about upgrading to our newest feature, please contact your account manager or sales representative. If you’re not currently an Everplans Professional client, what are you waiting for? Click here and let’s get started.

A strong voice in the investment advisory community touts our user-friendly site as a tool for financial advisors looking to improve service and get new clients.

The February 2017 issue of Investment Advisor had some really nice things to say about us. You can read the full article on ThinkAdvisor (login required) but we couldn’t help but share some of the juicy bits.

Editor-at-Large Bob Clarke details our company history and how our founders Abby and Adam came up with the concept to help people with an underrepresented (and inevitable) aspect of life: Estate planning. After years of creating tons of content about Wills, Advance Directives, Funerals, and everything else that goes into getting a plan in place, a platform emerged to help any and everybody create a solid legacy plan. From the article:

A comprehensive legacy plan includes a staggering amount of information that most of us wouldn't think of: where to find bank accounts and insurance policies (e.g., in the bottom left drawer of my home office desk), how your home security alarm works, how to inform your children of your passing, what and when to feed your dog.

The article also points out the value of an Everplan for elderly users’ families and our “deputy” system, which strongly encourages each user to share specific sections of their plan with family members, friends, and professionals (attorneys, financial advisors, etc.)

Everplans Professional Emerges

Once the platform was available to consumers, ThinkAdvisor explains how Abby and Adam came to the realization that an enterprise platform was the next logical step:

As most advisors know, planning for one's demise is not something that many people are eager to undertake. Schneiderman and Seifer had a brainstorm: What about marketing Everplans through professionals who are already having estate planning conversations with their clients?

About 18 months ago, they started marketing Everplans to financial advisors on a professional platform. Firms license Everplans for between $2,500 and $3,500 a year, and can give an unlimited number of clients access to the site. Advisors are free to charge their clients for the service, and each Everplans advisor account is co-branded with the firm's title and logo. Every deputy listed on the plan is also notified that the plan was provided courtesy of the advisory firm.

“Everplans gives advisors a reason to talk with people about a different set of issues. It's not all about investments, or even financial planning,” said Schneiderman. “Many advisors find this to be an easier way of converting prospects into clients.”

The story ends with an extremely positive endorsement that really made us feel proud that others see how having a plan in place benefits everyone:

Everplans started out as a way to simplify end-of-life issues for one's survivors, but it's emerging as much more than that. The platform's low cost, combined with its virtually universal application, makes it a powerful tool for financial advisors to deepen relationships with their existing clients, while gaining access to a much larger number of prospective clients with a built-in basis for starting a conversation with them. I suspect that Everplans will prove to be a game changer for many independent advisory firms.

Read the full article at ThinkAdvisor.com (login required)

Everplans Co-Founder Adam Seifer envisions a future where everyone can back up their brain.

WealthManagement.com asked industry leaders to speculate on what sort of technological advancements we can expect in 20 years. Here's a snippet of what Adam had to say about the year 2037:

In the next 20 years, we may be reaching the point where we will be able to upload ourselves into some type of device, whether it’s a robot or the latest version of an Amazon Echo. Mind-blowing as that may be, consider the new problems that will crop up when it comes to “ownership”: How will we make sure our digital selves are managed properly when we aren't available to do it? Upon death, will a spouse be allowed to take ownership of the digital backup and, perhaps, even create a virtual dungeon to torture you for thousands of years?

While this may seem like science fiction now, if someone told you 20 years ago that everyone would have a touch-based mobile device in their pocket that connected them to the entire world, you'd think they were insane. Don't believe us? Let's take a quick journey back to 1997:

  • Titanic was tops at the box office ("I'll never let go, Jack..." *completely lets go*)
  • WebMD recently went online, leading millions to believe that even the most harmless bump was, without a doubt, a tumor.
  • You could catch a new episode of Seinfeld and Friends...on the same night!
  • The Spice Girls were telling the world what they want, what they really, really want. (Editor's Note: Deepest apologies for putting that song in your head.)
  • A Motorola StarTAC cell phone was all the rage and cost around $1,000.
  • Flat screen TVs were starting to hit market for a reasonable $15,000.
  • Google launched a year later in September, 1998.
  • The iPhone was still a decade away from being released.

To further his point, Adam explains how "people are capturing and storing more and more of their lives digitally" making ownership and access to full life recordings "high-stakes topic from an estate perspective." Check out the full story on WealthManagement. com.

It took us an entire year to put this list together. You can read it in around 10 minutes*. (*Longer if you click all the links and read the great stories. Less if you only look at the pictures.)

 

Oh, 2016, you were a wild one. There were surprises: The Cubs actually won the World Series! There was loss: Each week seemed to bring the passing of another prominent figure. There were bitter divisions among allies: Batman fought Superman; Captain America fought Iron Man. (You didn’t think we were talking about the election? Everplans is a politics-free zone.) There were also these articles, features, and lists crafted by our staff to inform, educated, and hopefully inspire or amuse you with stories about life, legacy, and everything in-between.

1. Dollar Dollar Bill Ya’ll

raining money cash windfall

How To Manage A Large Cash Windfall

Anyone who hit the jackpot or came into a lot of cash in 2016 will find this very usefull. Anyone planning on hitting the jackpot in 2017 should be prepared.

Related: 10 Cute Ways To Sock Away Money | Does Your State Have Estate Or Inheritance Taxes? | Death Doesn’t Eliminate All Student Loans | This Much Money Is Wasted On Unused Gift Cards Every Year | Quiz: How Much Do You Know About Life Insurance?

2. To Those We Lost

david bowie memorial

Valuable Lessons Of How Muhammad Ali, David Bowie, And Celine Dion Planned For The Inevitable

2016 was basically an endless in memoriam for high profile deaths. Here we touch on a number of those we lost and how careful planning helped soften the impact for fans and family alike.

Related: Does It Even Matter If Prince Had A Will? | 7 Crucial Estate Planning Lessons From Famous People | This 91-Year-Old Woman Chose a Cross-Country Vacation Over Cancer Treatment

What do you give family, friends, or children who have everything? Try one of the things listed below as suggested by our staff.

 

Abby

cocktails on a bar

For her: Bibo Barmaid (It’s a single serving cocktail maker. Like a Keurig...but for booze.)

For her 5-year-old daughter: My Little Pony Explore Equestria Crystal Empire Castle

Adam

infento rides kit

Infento Rides Kit (He and his kids have been having a blast working on a recumbent bike.)

Adebayo

macbook pro charger

MacBook Pro Charger (Everyone on our staff will agree that you can never have enough of these.)

Ammon

virgin galactic

A ticket on Virgin Galactic (It costs a reasonable $250K.)

Whether you viewed 2016 as a positive or not so positive year, there’s always something that makes you happy to be alive. Here’s what we’re thankful for this year.

Abby is thankful for...

dani

Bringing a new adorable human into the world and getting all the support I needed from family, friends, and the EP team.

Plus, my other princess is the best older sister ever. (And Ollie is the best doggy ever.)

Adam is thankful for...

This year, more than any other year I can remember, for a few days away from everything with my family.

Join the Everplans team at the NAPFA Fall Conference in Baltimore. Learn about Everplans, get your questions answered, and try to guess just what the heck our giveaways actually do to help make your life better. (hint: It's something for your phone). You can't miss us, we're right at the entrance of the exhibit hall!

The Everplans team is on the road this September and coming to a conference near you!

Fresh off of a successful trip to Park City for Orion Advisor's Fuse 2016 Hackathon, where we won "Best New Financial Planning Integration," we're turning right around and heading out again. Below is our schedule for the month. Please reach out and connect because we'd love to meet you.

FPA BE: We'll be sponsoring the FPA Annual Conference in Baltimore. Look for Everplans in Booth 55 as well as on the new Tech Deck!

NAIFA 2016: We'll be exhibiting at NAIFA's annual conference as well, come find us at Booth 524!

 

We'll be exhibiting at XY Planning Network's XYPN 2016 in San Diego from 9/18-9/21.

 

Around the same time as XY, we'll also be across town exhibiting at Bob Veres' Insider's Forum. Look for the Everplans table!

Finally, we're heading the California coast on September 21st to the eMoney Summit in Dana Point, CA!

Advisors on our Everplans Professional platform have been asking for one important feature: The ability to edit an Everplan on a client’s behalf. We’re happy to announce that starting today, Advisors can do just that.


Our new collaboration feature allows Advisors to request permission to edit any section of a client’s Everplan -- or the entire plan. Once the client grants permission, the Advisor can use Everplans Professional to make updates on the client’s behalf. This includes uploading documents, editing data, and keeping timely account information up to date.  

What makes this enhancement especially important is the ability to allow collaboration on a section-by-section basis. This means that an Advisor will only be able to access sections of an Everplan that the client feels comfortable sharing.

How it Works

  1. When an Advisor invites a client to activate an Everplans account, they can also request “Permission to Edit” specific sections of the client’s Everplan (or the entire plan).
  2. When the client activates his or her account, they will be prompted to enable the collaboration their Advisor has requested.
  3. If a client wants to change their Advisor’s permissions, they can go to their account settings page and add or remove permissions for any section in the Everplan.

It's that easy. If you have any questions, don't hesitate to get in touch.

Everplans Professional »

Provide your family the most vital info about your life in just 10 minutes.


We understand that getting a plan in place can be difficult. Where do you even start? Enter: The Just-In-Case Letter.

You don't need to fill out an entire Everplan before you have something worth sharing with your family. We identified all the important information your family, loved ones, and trusted advisors will need during an emergency, which can be filled out in the time it takes to heat up dinner.

The new Just-in-Case Letter will walk you step-by-step through filling in the basics and compile a PDF that you can immediately send to the people you love and trust. It’s the ideal way to have something in place “just-in-case” something happens...and it's the perfect way to jumpstart your Everplan, which you can keep adding bits and pieces to over time.

Here’s how it works.

Answer Some Questions

When you first sign up for Everplans we’ll ask you a few simple questions about your current situation. Topics covered range from financial and medical decisions, to Life Insurance policy and digital account information. Here’s an example of a typical section:

We ask if you have an item, like a Life Insurance policy

If you have the item mentioned, we ask a few follow-up questions to gather basic information

Here's the full roster of items included:

  • Life Insurance
  • Will
  • Power Of Attorney
  • Advance Directive
  • Financial Advisor
  • Where I Bank
  • Passwords
  • Safe or Safe Deposit Box
  • After I’m Gone
  • Emergency Contacts

We kept things very simple to save you time. No need to look up policy numbers or account documents, just a few important contacts you most likely already have on your phone or computer. This general information will be extremely helpful during an emergency, but not so sensitive or personal to make you worry about revealing too much. If you don’t have one of the items mentioned, just skip it and move on to the next one.

You should be able to complete all 10 sections in 10 minutes.

Send It Off

Your answers are then compiled into a an easy-to-read letter, which you can review and edit as needed. Once you’re ready to share, choose recipients and we’ll email them a unique link to your letter where they can securely download a PDF copy.

You’re Already Ahead Of The Planning Game

All the information you put into your Just-In-Case Letter is now part of your Everplan. You can go into each individual section and start adding more specific details -- for example: You already identified your Life Insurance company, now add in the policy details -- as well as fill out all the other sections.

 

Get Started Now »