Estate planning made simpler

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.

 

Important Disclosures
*Past performance is not an indicator of future results. This material is not financial advice or an offer to sell any product. The statements contained herein are solely based upon the opinions of Elevage Partners, LLC (“Elevage”). Elevage is a registered investment adviser. More information about the firm can be found in its Form ADV Part 2, which may be requested by calling (877) 922-8243 or visiting http://www.adviserinfo.sec.gov. The information contained herein is derived from sources we believe to be reliable, but which we have not independently verified. Elevage assumes no responsibility for errors, inaccuracies or omissions in this information. Elevage reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The information provided in this report should not be considered a recommendation to purchase or sell any particular security. There is no assurance that any securities discussed herein will remain in an account’s portfolio at the time you receive. It should not be assumed that any of the securities transactions, holdings or sectors discussed were, or will prove to be profitable, or that the investment recommendations or decisions Elevage makes in the future will be profitable or will equal the investment performance of the securities discussed herein.
ELV-17-02

Leave a Comment