Let’s face it: Estate planning is never fun. But at least now it’s easy thanks to Everplans, a secure digital archive of everything your loved ones will need if something happens to you.
Everplans helps you organize your vital documents and final wishes. It guides you through what to save and gives you a place to save it. It also provides tips, checklists and cheat sheets to make organizing the hard stuff easy. Everplans offers secure storage so you can safely save all your information in one, convenient place. It’s like an electronic safety deposit box. Everplans lets you designate “deputies” – friends, family, other beneficiaries or advisors – who have access to all or some of your information. So that even after you’re gone, you have control over who sees what.
Your archive can contain:
<ul>
<li>Wills, trusts and insurance policies</li>
<li>Important accounts and passwords</li>
<li>Info about your home, such as bills and vendors</li>
<li>Health and medical information</li>
<li>Advance directives and do not resuscitate orders</li>
<li>Final wishes and funeral preferences</li>
</ul>
To learn more, watch the short video below. Or you can read this document.
Also worth a look: The Conversation Project, which is dedicated to helping people talk about their wishes for end-of-life care. Almost everyone says that talking with their loved ones about end-of-life care is important. But only about a quarter of people have actually done so.
We recommend downloading The Conversation Project’s starter kit. It’s a step-by-step guide about how to think about the issues, then raise the topic with your loved ones. And it provides information about health care proxies and living wills.
If you have any questions about Everplans or the Conversation Project, please contact your advisor.