Everplans - An Estate Planning Tool for Reby Advisors Clients
Peace of Mind for You and Your Family
What Is an Everplan?
Everplans is an innovative life and legacy planning tool that is designed to help you organize, store and securely share your vital documents and final wishes with your loved ones. Completing an Everplan enables you to have peace of mind and be secure in the fact that your loved ones will not have to search for your important documents , your health care information or guess what your final wishes are. Yes, Everplans allows you to store wills and insurance papers, but then it goes a step further by having a secure place to note accounts numbers, passwords and family recipes.
You will know what documents you have, what you still need to gather and what decisions still need to be made and how to turn these plans and wishes into action.
You will have one secure repository for all of your scanned paperwork; like an electronic safety deposit box, which can be accessed whenever you need it.
You will select “deputies” who can access your documents and information. You determine the level of access they have in each section of your plan.
Is It Secure?
The short answer is yes!
Everplans is HIPPA compliant – which means that it must adhere to the extremely formal and rigorous requirments of HIPPA (Health Insurance Portability and Accountability Act of 1996.
Everplans has a strong security framework consisting of the following areas:
- Securing your data at rest
- Securing your data in transit
- Operational Procedures for Site Security
- Administrative Access to you data
- Two-factor Authentication
Reby Advisors Client? Contact Us Today to Start Your Complimentary Everplan...
Everplans is 100% complimentary for Reby Advisors wealth management clients. Contact us today to learn more and get started.