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:
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 robert.soohey@cfdinvestments.com 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
