What game plan do you have in place to navigate your life and legacy?

You probably have plans in place already, but does your family know what—or where—they are? We can help you organize everything from wills and life insurance, to account numbers and passwords, and even family recipes and photos you want to share.

Store and Share Everything Important.

Organize your vital documents and final wishes. Everplans walks you through what you’ll want to leave behind, giving you the opportunity to list and explain your final wishes.

Store all your information securely and in one place. Everplans operates like an electronic safety-deposit box, allowing you to keep a scanned copy of your information in a totally secure—yet instantly accessible—location.No one can get to it unless you want them to.

Share only what you want and designate who gets to see it. You’ll select “deputies” who can access your documents and information—these may include family members, friends, and other beneficiaries—but you can choose which “deputies” have access to which documents.


I have a plan in place to leave my family in comfort, not confusion.

Sign In to Everplan

As an Everplans provider, we’re able to offer this complimentary tool to our valued clients.

Are you ready to get personal about your life and legacy?

Request An Invitation

Or call our office at 360-336-6527 to learn how you can sign up.

 

In the meantime, you can start building your Everplan with the checklist below.

Life & Legacy Checklist


Everplans is a secure, digital archive of everything your loved ones will need should something happen to you. It contains:

  • Everplans Store and Share Everything ImportantWills, trusts, and insurance policies
  • Important accounts and passwords
  • Info about your home: bills, warranties, instructions
  • Health and medical information
  • Advance directives and DNRs
  • Final wishes and funeral preferences
  • And much more

Ask yourself these five questions to see if the people that matter most to you can find what they need if you’re not around to help them.

1.

Does your family know what types of insurance (and how much coverage) you have?

Billions of dollars in insurance coverage goes lost or unclaimed each year. Are all of your coverage details consolidated in one place so your family doesn’t suffer the same fate? Would your family know what company or who to contact to access those details?

2.

How easy would it be for you or your family to navigate the maze of your online accounts?

What if you wanted to completely unplug and delete or cancel all of your digital accounts? Or wanted to ensure your family had the keys to access them? How many accounts do you have? Between email, social media, entertainment, retail, finance, health—probably way more than you think.

3.

Does your family know about all the benefits, financial accounts, investments, and other assets you have worked so hard for throughout your life?

This includes your checking, savings, 401(k), pension, stock options, and other valuable investments and assets. Do they know the names of the financial institutions or who to contact to access those benefits?

4.

You know about your doctors, specialists, medicines, and allergies—but does your family?

This information is often needed in the most inopportune times, and having this information easily accessible during the time of a medical emergency can be critical.

5.

How about all of those memories that have shaped your life story and that you hold so dear?

You are the only person alive with all this information. If you don’t share it, who will? This is the story of your life—personal lessons, tips, and knowledge you’d like to pass on. It’s information about your family history, favorite recipes, and the stories behind photos and special keepsakes

Everplans helps you turn what may be disconnected details into a single, secure roadmap for your family. You can organize and securely store your most important documents and wishes—but best of all, you can share them with your loved ones, so you can all be confident things are under control and kept up to date.