Materials for Advisors | Materials for Clients | Videos | Updates | Help Center
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Essential Planning Checklist Help your clients get their essential information in order in case of an emergency. Let them know it's always the right time to do this, and it will put their minds at ease. |
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How To Leave A Legacy Introduce Everplans to your clients and show them what the account will look like and how it works with this quick overview. |
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Client Fact Sheet Everything your client needs to know about Everplans. We suggest utilizing this sheet as an attachment in an introductory email and/or with the “How Everplans Offers Peace of Mind” video. You can also print this as a handout during one on one meetings. |
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Everplans Security Overview All of the measures we have in place to maintain the integrity of our systems and the privacy of your clients. Share this with your clients when first introducing the Everplans platform. |
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End-of-Life Planning A brief list of essentials your clients need to get started with their Everplan. |
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Important Documents Don’t want the entire Everplan in a checklist? This checklist outlines the basic documents needed to get your clients started. |
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Digital Accounts This document helps account for all of your online subscriptions, logins, and passwords. Your emails, photos, videos, and entertainment purchases are all part of your Digital Estate, use this worksheet to get organized. |
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New Parents Along with raising their bundle of joy (and trying to find time for sleep), these clients also have some major planning to do. This checklist will help them get prepared as a new parent. |
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Advance Directive A simple guide to help prepare your client’s Advance Directive, or to help your clients prepare for any similar conversations they may have with doctors or family. |
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Writing A Will A brief outline to help your clients to get a Will in place; the cornerstone of any effective estate plan. |
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Ethical Will Get to the heart of planning by creating an Ethical Will. |
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Living Arrangements For The Future Help your clients prepare for their future living arrangements (ie: nursing homes, something else). |
