facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Everplans is a simple step-by-step guide through legal, financial, healthcare and personal decisions 


Attune Financial Planning is an official Everplans provider and provides this service exclusively for it's clients.

What is Everplans?

Legacy planning isn't all wills and probate.  It's turning off the cable and taking care of the cat.  It's thinking about flowers at your funeral or gifts for your favorite charity.  It's ensuring there won't be piles of paperwork or family arguments.  It's easier than you think, and it's all in your Everplan.

Everplans is a simple step-by-step guide through legal, financial, healthcare and personal decisions - a tool that ensures your wishes are met and your loved ones aren't left with hassles.

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.  Only you and your assigned "deputies" have access to your information.

Share only what you want and designate who gets to see it

You'll select "deputies" who can access your documents and information.  They can be family members, friends, guardians, trustees - but you can choose which deputies have access to which documents.

Back to Planning

READY TO LEARN MORE?

SCHEDULE A FREE 30-MINUTE PHONE CALL