The All-In-One Family Planning Tool: Why Everplans is Essential for EVERY Family
10-24-2024
October 24, 2024
When it comes to planning for the future, many people think about investments, insurance, and savings. But there’s another piece to the puzzle that’s often overlooked until it’s too late: end-of-life planning. It’s an uncomfortable topic, but one that carries incredible importance. This is where Everplans comes in—a tool I’m proud to offer my clients for free, because I believe in it so much.
Here’s why Everplans should be on your radar and why every family should have access to it.
What is Everplans?
Everplans is an online platform that allows you to organize , store , and share all the essential details of your life in one secure place . Think of it as a digital vault that not only holds vital documents—like wills, life insurance policies, and medical directives—but also personal information that your family might need when life takes an unexpected turn.
With an easy-to-navigate interface, it covers everything from financial accounts to family recipes. And the best part? You can choose exactly who has access to what, ensuring the right people have the right information when it matters most.
Why Does It Matter?
Here’s the harsh truth: most people aren’t fully prepared for emergencies, let alone their own passing. A shocking number of families scramble to find important documents or figure out how to manage the estate of a loved one because the details weren’t organized ahead of time. It’s stressful, emotionally draining, and can lead to unnecessary complications—both legal and financial.
Everplans eliminates that chaos by keeping everything in one place, ensuring that your family won’t have to dig through files or guess where you left things. It’s a gift to them, offering peace of mind and removing layers of uncertainty at a time when they need it most.
The Bells and Whistles
1. Comprehensive Document Storage
Everplans allows you to upload and store crucial documents, like your will, power of attorney, medical directives, and insurance policies. These documents are the cornerstone of your estate planning and should be readily accessible to your family.
2. Financial Accounts and Assets
Not only does Everplans store legal documents, but it also allows you to include details about your financial accounts—everything from bank accounts and credit cards to investment portfolios. Your beneficiaries won’t be left in the dark, scrambling to find what’s rightfully theirs.
3. Healthcare Information
You can store your medical history, prescriptions, and emergency contacts in Everplans, making it easy for your family to find critical healthcare information quickly. This is especially important for medical decisions that might need to be made on your behalf.
4. Personal Information and Digital Legacy
Everplans isn’t just about the paperwork. It helps you preserve your digital legacy by providing a place for passwords, social media accounts, and other online presence details. Want to make sure your family knows how to access your email or take down your social media accounts? Everplans handles that too.
5. Funeral Wishes
You can record your wishes for your funeral or memorial service, right down to the smallest details. Whether it’s choosing the type of service you’d like, your favorite flowers, or even your desired music, Everplans lets you document it all, sparing your loved ones from having to guess your preferences.
6. Legacy and Memories
One of the most personal aspects of Everplans is the ability to leave a legacy—personal letters, video messages, or memories for your loved ones. This helps you stay connected, even after you’re gone, by sharing your stories, values, and wisdom with future generations.
7. Secure Sharing
Everplans lets you assign “deputies,” trusted individuals who can access your plan either now or in the future. You decide what they can see, ensuring they have access only to the information they’ll need when the time comes.
Why I Offer It for Free
I believe in Everplans because it’s not just about planning for your finances; it’s about giving your family the gift of clarity and peace of mind. That’s why I allow all of my client’s full access at no additional cost. Your legacy, your wishes, and your essential documents are too important to leave to chance.
It’s one thing to leave behind wealth or assets; it’s another to ensure your family is fully prepared for the inevitable decisions that come with it. Everplans does that and more, streamlining every aspect of life planning so your family doesn’t have to worry.
Take Action Now
If you’re my client, you already have full access to this powerful tool. Let’s get you set up and ensure your family is fully prepared for whatever life throws at them. Email me and we’ll make sure everything is in place.