Texas Financial Advisory is now an Official Everplans Provider!
So…what’s an Everplan?
Everplans is a simple tool that guides you step-by-step through legal, financial, healthcare, and personal decisions, giving you a complete end-of-life plan and ensuring your loved ones aren’t left with hassles.
And because we are an Everplans advisor, we’re able to offer you this planning for free to our valued clients.
If you are a Texas Financial Advisory client, call our office at 866-210-2489 to learn how you can sign-up for EverPlans.
Already an EverPlans member? Click here to access your plan >>
Not yet a member? Click here to sign-up >>
Organize your vital documents and final wishes.
We’re talking about your will, of course, but also the things you don’t think about, like usernames and passwords to accounts your family may need to access. 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. No one can get at it unless you want them to.
Share only what you want and designate who gets to see it.
You’ll select “deputies” who can access your documents and information—these are family members, friends and other beneficiaries—but you can choose which deputies have access to which documents.