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Life and Legacy Planning – Everplans

Life & Legacy Planning with Salomon & Ludwin and Everplans

Legacy planning isn’t all wills and probate. It’s turning off the cable and taking care of the cat. It’s thinking about flowers at your funeral or gifts for your favorite
charity. It’s ensuring there won’t be piles of paperwork or family arguments. It’s easier than you think, and it’s all in your Salomon & Ludwin Everplan.

Everplans is a simple, step by step guide through legal, financial, healthcare and personal decisions—a tool that ensures your wishes are met and your loved ones aren’t left with hassles.

Guidance: Get help organizing your vital documents and final wishes.

Everplans guides you through everything from taking care of your will, to keeping usernames and passwords. It gives you tips to organize documents and shows you what to save. With Salomon & Ludwin and Everplans, you’ll:

  • Be certain you don’t miss a single document or bit of information
  • Make sure your beneficiaries know who to contact with questions
  • Give special instructions on things like taking care of a family pet

Secure Storage: Save all your information safely and in one place.

Everplans operates like an electronic safe-deposit box, but it’s safer and smarter because it allows you to keep a scanned copy of your information in a totally secure—yet instantly accessible—location.

  • You’ll receive a personal email from your Salomon & Ludwin advisor with a unique link to your Everplan
  • Click the link, and you’ll be guided through the setup process
  • Once your account is set up, just follow the steps to completing your plan

Share only what you want and designate who gets to see it.

Pick “deputies” who can access your documents and information—family members, friends and other beneficiaries or professionals—and ensure that even after you’re gone, you maintain control.

  • Choose your deputies
  • Designate which deputies have access to which documents
  • Know that your wishes will be met

Your Everplan is the easiest, most important plan of your life. Get started today. And if you ever have questions, Salomon & Ludwin is just a click away.