Everplans Professional is a Life and Legacy planning tool that allows financial advisors to collaborate with their clients to create a complete, organized, and shareable plan for their family in case something happens to them. Clients are guided through a simple step-by-step process to organize their legal, financial, healthcare and other information with the help of their advisor. They can then share those vital documents and personal requests with their loved ones, who we call “Deputies”. Wills, funeral wishes, digital account information, and even what kind of food the cat prefers are captured in the Everplan.
Advisors who offer Everplans have a powerful means of gaining a deeper understanding of their clients as well as a simple means of reaching across the generational divide to the next generation of heirs. The more clients share their Everplan with family, the more the advisor becomes involved with their next generation of clients.
In addition to a single sign-on App, Orion integrates with Everplans to add efficiencies in exporting your client list and receiving back notification on new leads.