Lucas Schwaller

Lucas Schwaller
Lucas Schwaller
Wealth Manager
FIM Group

"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."

Steve Culver

Steve Culver
Steve Culver
Owner
Resonate, Inc.

"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."

Randy Dippell

Randy Dippell
Randy Dippell
CEO
Lakestar Wealth Management

"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.

Bruce Bendell

Bruce Bendell
Bruce Bendell
Managing Member
Transitions Wealth Management

"Everplans empowers my clients to make [planning] decisions—and if they are unsure how to proceed, I am right there to help them work through the process as their trusted advisor."

Curt Sheldon

Curt Sheldon
Curt Sheldon
President and Lead Planner
C.L. Sheldon and Company

"Clients 'get' this product. When I introduce my clients to Everplans they immediately recognize the value of the product and process."