"All our clients have loved the service and platform Everplans provides—and we love that Everplans helps us identify and eliminate any estate and end-of-life planning gaps we otherwise might have missed."
"We serve as advocates for our clients and Everplans provides a valuable service that complements our planning recommendations. We have sensitive conversations with our clients, including discussions around diminished capacities and 'what if' scenarios regarding their own lives and family members. Our clients find that the Everplans information organization and checklists provide them with added peace of mind."
"Everplans helps me deepen relationships and gives my clients peace of mind. I run a small, growing wealth practice in Chicago. I started working with Everplans a year ago. When I first introduced Everplans there was a little resistance to using it. Most clients agreed there is a benefit in using it, but they also saw it as a time consuming, laborious process. Plus, some clients don't embrace technology.