"Everplans is for clients who have done 'all the right things' but need to make sure those in the need-to-know can access the right people and documents when needed. Of all the platforms I investigated, Everplans was the most comprehensive and thought provoking. The exercise of populating a plan has deepened my relationship with clients and helped them to clarify and communicate information vital for others to act on their behalf in the future."
Testimonials: Everplans Professional
"As a Financial Planner and as a son who has dealt with settling an estate I recognize the critical importance of estate organization. Everplans gives clients the ability to organize their affairs and most importantly share it with anyone, anywhere. Clients 'get' this product. When I introduce my clients to Everplans they immediately recognize the value of the product and process, and they appreciate the ability to share the plan with their family—who in today's world, probably don't live down the street. This is an important area for planners and Everplans allows me to make a difference in my clients' lives."
"Every one of my clients says they have a 'general idea' of the planning they need to do, but many just don't know where to start. Having a step-by-step action plan laid out in a person's Everplan is a huge wake up call for most of my clients because they really see what they still need to do. Everplans empowers my clients to make those decisions—and if they are unsure how to proceed, I am right there to help them work through the process as their trusted advisor."
"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. I recently returned from a visit with my oldest client, who is admittedly not 'tech savvy.' I had asked her to put together a folder of her important documents prior to our visit so that we could create a 'digital backup file' for her. I made a draft of her plan and entered as much detail as I could prior to our meeting. I also sent her an outline of the different sections of her Everplan, so that she could think about what she might want to input. When we got together, I was happy to see that she did her part; she brought a large folder with her. We were able to capture and input all of her financial and non-financial information in about 90 minutes. When we were done I asked her how she felt. She was happy and relieved to know that she now has an organized, detailed record of everything important to her and that she could share it with whomever she wanted, when she wanted. Having the ability to input this information during a client meeting was key to getting this done, and I feel that I have a better relationship with her now. In fact, she has also agreed to introduce me to her daughter, who is the sole beneficiary of her estate, so that we might have the opportunity to work together too! Everplans gives me a way to differentiate my services from other advisors, and is clearly adding value to both my clients and my company."
"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."
"Our primary goal at FIM Group is to serve and strengthen relationships with clients by providing the best investment advisory and financial planning service possible. By implementing Everplans Professional and bundling it into our clients' planning engagements, we're able to help clients organize, centralize, store, and eventually share all of the vital estate plan information their heirs, accountants, and attorneys might require. 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."