Comprehensive Life Planning Platform
Every Everplan includes 30 sections for clients to enter information on topics ranging from Life Insurance to Digital Accounts to Vehicles to Pets.
Co-Branded Client Invitations and Onboarding
When you initiate collaboration on an Everplan with your client, the invitation includes your branding and contact information.
Co-Branded "Get It Done" Section
The Get It Done modules point users to helpful planning resources, such as preferred online legal document partners. Everplans Professional gives you control over which resources your clients see.
Everplans has over 2,000 helpful articles that cover every aspect of planning, which you can share with your clients.
You can place your photo and contact information throughout the Everplans experience for your clients so you're top of mind while they're getting a plan in place.
Every Everplan comes with access controls, multi-factor authentication, and bank-level security.
Program Marketing Support
Everplans provides you with onboarding support, which includes helpful marketing materials and best practices to ensure your program's success.
Client Usage Reporting
As an Everplans Professional, you have access to basic information about the progress your clients have made on their Everplan and when they last updated it.
With a clients' permission, you can manage their plan on their behalf.
Enhanced compliance features
For high-compliance environments, Everplans provides tools to align with even the most stringent requirements.
You can create and share a single plan among multiple people so all the vital information for that household is in one place.
Everplans integrates with a number of third-party systems, including Redtail CRM and Orion Advisor, and we're always adding more.
Bulk Management Tools
Transfer multiple clients between advisors and import client lists directly into the Everplans system.
Offer Everplans to all of your clients, prospects, or clients' families without worrying about running out of Everplans to give.
Personalize your clients' Everplans even further with custom logos, header, and footer colors to match your firm's brand.
Additional logins for staff
Everplans Premium includes additional logins for support staff to help manage your clients' Everplans.
Generate new leads by presenting your brand to your clients' Deputies and offer them the opportunity to proactively contact you for an Everplan.
Premium Content Services
Co-brand Everplans content and get access to a customized features and resources to educate and inspire your clients to create their Everplans.