Securely Store and Share Important Information with Everplans


From financial documents to online account passwords, Everplans has a place for you to save and share everything your loved ones will need to access when you’re gone.

Where do you store and safeguard the information that’s most important to your life, such as your will, key contact information, and passwords for financial accounts? Is everything in one place and do the right people have an easy way to access this information when you are no longer around?

In this digital age, you need a solution that works not only for storing and protecting physical documents, but one that also makes it easy to share all of your digital assets with those who need access.

Everplans provides a place for you to store, organize and share your information, including:

  • Financial information, such as bank and broker accounts, insurance documents and agent’s contact information, safe deposit box/storage locker, accountant’s contact details
  • Legal information, such as your will, power of attorney, attorneys’ contact information, advance directives
  • Health information, such as your medical history, living will and healthcare surrogate, physicians’ contact details
  • Key personal information, such as letters and notes to your family, important addresses, account details for utilities, passwords for online accounts, funeral-related documents

Concerned about security? Everplans uses “industry-leading security technology” to guard your data, including bank-level AES-256 encryption and SSL using 2048-bit certificates. You can also enable two-factor authentication and control who has access to which information.

As part of our financial planning service at Kaufman Rossin Wealth, we offer our clients access to this valuable tool. Contact us to learn more about how Everplans may be able to help you organize your financial life.

Maria Socarras is a Director of Client Experience at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.

Leave a Reply

Your email address will not be published. Required fields are marked *

We respect your personal information. Please review our Privacy Policy for more details.