Broker Check

Everplans for clients

Everplans from BWA:


Compliance approval 1-788001 10/31/2018

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.

Everplans is a service that allows clients to share up to 29 pieces of personal information with anyone that they trust.

This has been a practice initiative since early 2018 and will be a work in progress for clients for many years to come.  Yes, it is always better to put information on paper or in this system on-line where people can access it when needed.  We wish that we had this service years ago.

Your Everplan is the easiest, most important plan of your life. Get started today.

Adding information a little at a time and over time deciding on how and when to share the information is probably the best plan of action.

Try it out and let us know what you think.  



Everplans is a work in progress - it gets better and better over time.


Current Forbes magazine article on why documenting things is important.


An Introduction To Everplans Professional from Everplans on Vimeo.

Putting Family First  (click here or watch the video above for a summary)

Checklist of documents and information to get started on your own Everplan.



Questionnaire to start Everplans - 5 questions


Whitepaper on Everplans





Checklist of items to think about



Everplans security information

Security Info



Client Login: (*Click the picture below)