Life & Legacy Planning
Life & Legacy Planning is more than “just-in-case,” end-of-life planning. It’s about earning total peace of mind and giving your family that same joy that comes from knowing you are totally prepared for the future.
People don’t realize that Life & Legacy Planning is more involved than wills, life insurance and all the important financial stuff. It’s turning off the cable and taking care of the cat. It’s thinking about whether you want flowers at your funeral or gifts for your favorite charity. It’s ensuring there won’t be piles of paperwork to sort through or any family arguments. Most important is ensuring communication between loved ones and each generation.
Is your Life & Legacy Plan organized, documented & stored in one location?
Have you shared your Plan with those most important?
For parents & children today, this can be difficult because they simply don’t have a good solution.
“We believe strongly in providing a solution to clients in this area, which is why we adopted Everplans. With Everplans, getting organized can be easier than you think. And, while there is a lot to do, it’s all in your Everplan and you can go at your own pace. Most importantly, it creates an opportunity for family to come together.”
– Mark McKell, Managing Partner
What is an Everplan? How does it work? Watch this short Demo Video.
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.
Here’s a summary of how Everplans helps with Life & Legacy Planning:
Organize your vital documents and final wishes.
We’re talking about your will, of course, but also the things you’re probably not considering, like usernames and passwords to accounts your family may need to access. Everplans walks you through what you’ll want to leave behind, giving you the opportunity to list—and explain—all your decisions and 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.
Everplans operates like an electronic safety-deposit box, but it’s safer and smarter because it allows you to keep a scanned copy of your information in a totally secure—yet instantly accessible—location. Now, no one has to wonder where you kept, say, the deed to your vacation property or code to unlock your cell phone.
- 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.
You’ll select “deputies” who can access your documents and information—these are family members, friends and other beneficiaries or professionals—but you can choose which deputies have access to which documents. So even in the event of an emergency, or after you’re gone, you’ll have control of your private matters.
- Choose your deputies
- Designate who gets to access specific sections
- Trust that your wishes will be met
Your Everplan is the easiest, most important plan of your life. Get started today.
If you are not a current client, but would like to take advantage of this service, reach our office at (888) 704-1337 or email email@example.com.
Everplans is not affiliated with McKell Partners, AUL or OneAmerica Securities, Inc.