Dear Clients and Friends,
We have recently purchased an unlimited professional license of Everplans, a software package that we believe our clients and families will find valuable.
If you are like most individuals, you have important papers in file cabinets, desk drawers or safe deposit boxes. You may have prepared a memorandum to help your survivors locate important documents and to provide some guidance about your final wishes. Everplans is a service that allows you to create, securely store, and share important information in a digital archive for you, your survivors and any professionals you designate.
The Everplan is organized as follows:
Security - All data is encrypted and Everplans employees do not have access to the contents of your plan.
Deputies – You appoint ‘Deputies” to your Everplan, enabling them to securely view all of the information you have entered and the documents you have uploaded. This information can be viewed by deputies from any internet-connected device. As your financial advisors, appointing us as one of your deputies will allow us to upload some important documents we have in our own secure files to your Everplan. You can choose to limit which information can be viewed by each of your deputies.
Remember, this service is free for you and any and all family members. How do you get started? Contact our office and let Kate Madden or Heidi O’Malley know that you would like to receive an invitation to use Everplans. They will send you an email with a unique link to your Everplan. Click the link and you will be guided through the setup process. Once your account is officially set up, follow the steps to complete your plan.
During the process you will have the ability to pick deputies, such as family members, friends, beneficiaries or professionals. You designate which deputies have access to which documents.
You can learn more by visiting the Everplans website at https://www.everplans.com. However, please do not attempt to start the process without an invite from us. This will ensure that you will not be charged a fee for the service as a user not connected to Schiavi + Dattani.
Please contact us if you have any questions or concerns.
We continue to work daily to earn your trust and confidence.
Vincent A. Schiavi, CFP®, CPA/ PFS Ravi P. Dattani, CFP®, CPA
President Vice President