Everplans' platform helps people organize, store, and share the most important details of their life
From legal and financial documents – to household and digital information – Everplans keeps it all in one secure, accessible place so families have access when they need it most.
✔ Build deeper client relationships
✔ Enhance your client experience
✔ Offer services beyond the balance sheet
✔ Create multigenerational relationships
✔ Retain assets passing between generations
✔ Differentiate and market your practice
Use Everplans to transform your business
"You need to differentiate yourself. If you're considering offering Life & Legacy Planning, don't wait – it's what your clients are yearning for."
- Kim Kenawell-Hoffecker, Avantra Family Wealth
"The more clients and prospects the advisor creates an Everplan for, the more referrals they are likely to get."
- Joel Bruckenstein, FA Magazine
"A gamechanger for many independent advisory firms."
- Bob Clark, ThinkAdvisor
How FIM Group Grows Its Practice With Everplans
“Every person we’ve on-boarded has made a referral. Every single one.”
"Heirs don't often keep their parents' advisors, but this is the best way to make it happen."
Everplans Pricing
Featuring flexible pricing and robust functionality, we can customize a plan for everyone from sole proprietors to global enterprises.