A practical extension to your client care.
Most people leave a Will appointment with their legal affairs in order, but important practical information often remains scattered across paperwork, devices, accounts and conversations.
When the time comes, loved ones can spend weeks or even months trying to locate documents, understand wishes and piece together the information needed to manage an estate. Even then, they are often left wondering whether they have found everything.
Everplan helps clients capture important information, wishes, documents and instructions in one structured place, creating clarity for loved ones and reducing pressure during an already difficult time.
✓ Supports estate planning and future preparation
✓ Enhances your client care offering
✓ Helps families navigate practical matters with confidence
✓ Available as a referral, reseller or co-branded solution
A complete, simple to use, end-of-life planning organiser
Everything close ones may need, all in one place.
Many families spend weeks or even months trying to locate important information after someone passes away. Financial accounts, property details, online accounts, personal wishes and key contacts are often scattered across paperwork, emails and conversations.
Simple, guided end of life preparation can help ensure important estate information is organised, accessible and easier for loved ones to manage when the time comes.
Everplan is thoughtfully structured to help you capture key information, wishes and instructions in one place – so your loved ones have clarity when they need it most.
Help find what matters when it matters most.
Everplan provides a clear, simple but structured way to record everything that matters, helping reduce stress, save time and give loved ones confidence that nothing important has been missed.
Nine carefully structured sections designed to help you record, organise and share the information your family may need one day, reducing the burden of end of life estate management.