Feel like a hero - get started on your Everplans

Robin Williams |

Everplans is a simple, step by-step guide through legal, financial, healthcare and personal decisions—a tool that ensures your wishes are met and your loved ones aren’t left with hassles.  This valuable tool is offered to all of our clients.  Perhaps you received your invitation and thought you'd look at that one of these days.  Or perhaps you even logged in and looked around, but haven't had the time to do much more.

  Just a few simple pieces of information can make a big difference for your family.

Get started with a few low-effort, high-impact sections:
  1. Emergency Contacts: Just a few names and numbers, whether they’re family members or your doctor or attorney, can make a big difference. 
  2. Your Life Insurance Company: If you’ve spent time and money on a life insurance policy, it would be a shame if your family didn’t even know about it. Just share the name of the company and guarantee that your family will know what to do. 
  3. The unlock code for your phone: In an emergency, accessing a phone can be a real nightmare (or flat out impossible). Make it easy for your family.
  4. The name of the bank where you have your checking account: This isn’t something you want your family guessing about. Make sure they can get what they need right away.
  5. Where you store the original, signed copy of your Will: Whether it’s in the shoebox under your bed or the vault at your attorney’s office, this is one of those must-know pieces of info.
Do the easy stuff first - it only takes a couple minutes to feel like a hero.