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Morningstar: Everplan's Schneiderman on a New Service for Advisors' Clients

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When a client’s spouse or other family member dies or becomes seriously ill or disabled, that client may well be distraught, and may ask you for help in planning everything from executing a health care directive to planning a funeral.

Abby Schneiderman offers a platform that can be used by advisors or estate planning attorneys in such cases, and in this video interview from the 2015 Morningstar Investment Conference, the co-founder and co-CEO of explains how her firm’s offering fills that need.

“Everplans is a website that helps people get together all the important information that their families need if something happens to them—wills, life insurance policies, health care directives, funeral wishes,” even information on their pets and family recipes. Since Everplan’s consumer site launched in March 2014, serial entrepreneur Schneiderman says 10,000 people from across the globe have built plans.


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