Leave a legacy, not a mess. Organize, store and securely share your personal information.
Video overview
Fact Sheet (pdf)
Checklist (pdf)
Planning Your Legacy (pdf)
Security Overview (pdf)
To sign up for your free Everplans, send an email (with your First and Last Name) to hello@harvestadvisors.com
Other Free Resources
Planning
Ethical Will (pdf)
Investor Risk Profile Analysis
Now-Soon-Later Worksheet (pdf)
Retirement
5 Reasons To Do A Retirement Plan (pdf)
Retirement Lifestyle Workbook (pdf)
Social Security Planner (pdf)
College
Divorce
Documents Needed When Preparing for Divorce (pdf)
Things to Consider When Negotiating ‘Parenting Plans' (pdf)