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How Everplans Offers Peace of Mind in the Wake of COVID-19

With the spread of Covid-19 and its associated ramifications and disruptions to daily life, planning is now top-of-mind for many of us. Which is why Summit is providing a valuable resource during these challenging times. Everplans is a tool to help everyone be better organized and prepared in the wake of COVID-19.

People generally don’t know how to talk about what’s going to happen after they’re gone. And all the off-hand conversations and out-of-date documents in the world won’t tell children when to decline medical treatment or help a spouse sort through the paperwork. Even people with excellent planning may have an important area they have been neglecting: what’s going to happen after they’re gone. End-of-life planning is a significant blind spot even among well-prepared individuals.

Everplans offers an end-of-life planning tool that helps transform the way you get organized for the difficult and unexpected. End-of-life planning isn’t only wills and probate. It’s turning off the cable and taking care of the cat. It’s thinking about whether someone wants flowers at their funeral or gifts for their favorite charity. It’s the act of organizing all the important details of one’s life (and death) in a secure place and communicating wishes to those closest to them.

Do I know my spouse’s or parents’ digital passwords? How do I spare my kids’ messy probate? Which situations do my health directives cover, and which do they not?

Everplans is a secure, digital archive of everything your loved ones will need should something happen to you. It may contain any or all of the following:

  • Wills, Trusts, and Insurance Policies
  • Important Accounts and Passwords
  • Info About Your Home: Bills, Vendors, Etc.
  • Health and Medical Information
  • Advance Directives and DNRs
  • Final Wishes and Funeral Preferences
  • And Much More...


As always, the Summit team is here to help you navigate these uncertain times. As we move forward together, we will continue to arm you with helpful and informative resources. If you have any thoughts, questions, or concerns, feel free to reach out to us. That is what we are here for. Stay safe.


If you are interested in learning more about Everplans, we would be happy to sign you up (AT NO COST TO YOU) please e-mail kim@thewiseinvestor.net and in SUBJECT LINE write; SIGN ME UP and include the email addresses you want associated with the account



PLEASE NOTE: Everplans and Triad Advisors, LLC are not affiliated. 

Check the background of this firm on FINRA’s BrokerCheck.