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EVERPLANS


Everplans is a simple tool that guides you step-by-step through legal, financial, healthcare and personal decisions,

giving you a complete plan and ensuring your loved ones aren’t left with hassles.


Organize your vital documents and final wishes

- Make sure your beneficiaries know who to contact with questions

- Be certain you don’t miss a single document or bit of information

- Have a say in everything from your final directives to who gets your secret family recipes

- Give special instructions on things like taking care of a family pet


Store all your information securely in one place

- You’ll receive a personal email from your advisor with a unique link to your Everplan

- Click the link, and you’ll be guided through the setup process

- Once your account is set up, just follow the steps to completing your plan


Share only what you want and designate who gets to see it

- Choose your deputies, those who can  access your documents and information

- Designate who gets to access specific sections

- Trust that your wishes will be met



VIDEOS:

What is an Everplan?

Why Choose Everplans?


INFORMATIONAL PIECES:

The little things are the big things.

How do you start a conversation nobody wants to have?

Documents to Gather Before You Start Your Everplan



If you are a current client or prospect and would like to take advantage of this service,

please send an email to [email protected] or call/text 219-713-1488


I will send you a personal email inviting you to start your Everplan.

You just click to get going. I will be a click or call away at all times.

This service is free compliments of Abel Financial Consultants