Now that taxes are out of the way, we are excited to bring you a unique tool we think you will find extremely useful – not only for your ‘life planning’ but also in managing your day-to-day paper/information overload.
Our Father-Son wealth management team, McKell Partners, is now providing clients a new, complimentary digital estate planning tool called Everplans as part of our Life & Legacy, Intergenerational Planning services.
Everplans is a comprehensive digital planning platform that allows families to create, organize and securely share important legal, financial and health information in one place so that loved ones can access it when it is needed. This is especially useful for “just-in-case” and “end-of-life” planning.
Learn more about Everplans and our Life & Legacy Planning services here. If you’d like to get started right away, give us a call. We will be reaching out to clients individually over the coming weeks and months.
From the beginning, we’ve always believed in the importance of being prepared. We know you have taken smart steps to plan for your and your family’s future. As trusted advisors, we are encouraging all to revisit their life & legacy plan. This includes taking the opportunity to communicate your inner legacy desires with loved ones, gathering important documents including family history and storing it in a secure location. Everplans makes this process easier.
“We believe strongly in providing a solution to clients in this area, which is why we adopted Everplans. With Everplans, getting organized can be easier than you think. And, while there is a lot to do, it’s all in your Everplan and you can go at your own pace. Most importantly, it creates an opportunity for family to come together.” – Mark McKell, Managing Partner
Learn more about Everplans and our Life & Legacy services here. If you’d like to get started right away, give us a call. We will be reaching out individually over the coming weeks and months.
Everplans is not affiliated with McKell Partners, AUL or OneAmerica Securities, Inc.