Everplace gives your clients a secure home for everything that matters — and keeps your firm at the centre of their financial and legal lives long after the initial instruction.
Who this is for
Whether you help clients write their wills, manage their investments, administer their estates, or plan their financial futures — your clients' documents and wishes sit at the centre of what you do.
Your clients write a will once, but their financial picture changes constantly. Everplace keeps you connected — and keeps the next instruction closer.
The intergenerational wealth transfer is the biggest opportunity in financial services. Everplace puts you in the room when it happens.
Clients who can't find their own documents are harder to help — and harder to retain. Everplace means the information is already organised when you need it.
Probate is faster, less stressful, and less expensive when accounts, policies, and wishes are all in one verified place from the start.
The challenge you already know about
The information gap between what you hold and what your clients can actually locate themselves creates friction, delays, and missed opportunities.
Executors spend weeks hunting for policies and accounts that should take an afternoon. The family blames the complexity; often the real issue is no organised record.
When a client dies, their beneficiaries meet whoever is easiest to find. Without an introduction baked in, that's rarely you.
Wills written in 2019, LPAs never followed up, insurance never updated. Clients mean to act — they just don't have a system that prompts them.
PDFs, scanned documents, reply-all chains — gathering what you need from a client to advise them well takes far longer than it should.
How a partnership works
You don't need to build anything or change your workflow. Everplace fits into the client relationship you already have.
At will-signing, LPA completion, or first financial planning meeting — you hand a client their personalised Everplace invitation. Your name and contact details are already in their vault.
They add their documents, accounts, insurance, and legacy wishes. They know you're there, and Everplace keeps prompting them to keep it current.
When your client adds a trusted family member or executor, they experience a product you recommend — your firm is the first contact in it.
Expiry alerts prompt reviews. Family introductions lead to conversations. The vault becomes the engine for your next engagement — not a one-off product.
What you get as a partner
Everplace is a client retention and next-generation engagement tool that happens to look like a helpful thing you did for your client.
Your firm's name, phone number, and email are the pinned professional contact in every client's Everplace vault — in the same place as their will, policies, and emergency contacts.
When your client adds a beneficiary or executor, that person sees your details. You're introduced before the estate administration begins, not after.
Clients can share a secure, structured view of their vault with you — accounts, policies, property details — rather than emailing PDFs piece by piece.
Everplace alerts clients when insurance lapses, fixed-rate mortgages end, or wills haven't been updated in years. These are natural moments to re-engage your practice.
Partners are listed in the searchable Everplace directory, so new users looking for a solicitor, IFA, or estate planner can find and contact you directly.
Design partners get direct input into how the professional features are built — what matters to your practice, your clients, and your workflow. This is early access with real influence.
What your clients experience
The retention tool only works if clients actually keep using it. Everplace is built to be useful every day, not just in a crisis.
Passports, insurance, mortgage, pension, NHS numbers — all organised, accessible from any device, with AES-256 encryption.
Timely reminders for every document with a date — prompting reviews and re-engagement at exactly the right moment.
Clients control exactly who sees what. A partner gets full access; an executor sees only the legacy section. No shared passwords.
Will, LPA, funeral wishes, executor contact — all in a dedicated section that your firm helped put in place.
Everplace is early-stage. We're not looking to white-label to hundreds of firms before we know the product is right. We're looking for a small number of practitioners who want to be part of building it.
Your workflow gaps become the features we build next. You're not a customer — you're a co-designer.
No fee, no setup cost. We ask for your time, your feedback, and the willingness to introduce Everplace to clients.
Design partners lock in preferential pricing and terms before we launch the formal programme. Early in means better positioned.
Listed in the app and on the website as a founding partner — with the credibility that comes from being early.
Get in touch
Tell us a little about your practice and what you're looking for. We'll be in touch within two working days.