Everplans for All of Your Plans

In the Wizard of Oz, after an attack by the Wicked Witch’s flying monkeys, the Scarecrow tells the Tin Woodsman:

“They tore my legs off and they threw them over there,” as he gestured at the pile of straw. “Then they took my chest out and they threw it over there.”

“Well, that’s you all over,” said the Tin Woodsman.

If that sounds like your approach to estate management, it may be time to consider getting better organized with Everplans.

“And the Lord answered me: ‘Write the vision; make it plain on tablets, so he may run who reads it.’ ” Habakkuk 2:2

In its annual survey, the publication Trust & Will found that the simple act of creating an estate strategy for the future is linked to better mental health today. People who have invested in estate management report “less anxiety, greater optimism, and a stronger sense of control and preparedness.”¹

Trust & Will concluded that having an estate strategy isn’t a magic cure, but people who have taken the time to organize their thoughts report that their stress is occasional, not constant.

“You’ve worked a lifetime. You’ve been a good steward,” writes Mick Owens, author of the book Diamond of Life: The Five P’s of Success and Significance. “Allow God to be honored through your estate plan.”

We introduced Everplans to our clients several years ago to help with estate issues, as well as other types of personal finance concerns.

Everplans is a versatile online software tool that is primarily used for estate management. But it’s a versatile tool that is also designed to help organize the details of your life, so you can stop putting passwords on sticky notes, dusty binders, or outdated files.

One of the features of Everplans is permission-based viewing, which allows the owner to tailor access to only certain individuals. So, you can determine “who can view what” regarding your personal finances.

We would be happy to send you an invite to Everplans. If you’re not ready to start with Everplans, on our website (www.cfcadvisers.com) we have a Memorial Services document that you can use.

Trust & Will concluded that creating an estate strategy can produce a certain level of calm merely by working through the paperwork process. By committing to your approach, you begin to replace fear with a level of control, and this can help turn family silence into meaningful, powerful conversations.