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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

40% 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.

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Everplans is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm, and the employees of Everplans are not acting as your healthcare providers, medical professionals, attorneys, or financial advisors.