Everkeep for Advisors & Estate Professionals
A Reliable Platform for Modern Legacy Planning
Strengthen client relationships, safeguard digital materials, and deliver enduring value.
Why Client Legacies Need a Digital Safeguard
Most client information now lives in cloud services that are convenient but temporary—subject to policy changes, access loss, or obsolescence.
Advisors need a way to preserve essential documents, messages, and records in a structure that remains accessible to the right parties over time, regardless of where those materials were created or stored.
Everkeep provides that long-term digital safeguard.
A Practice-Ready Platform That Works With Your Current Tools
Everkeep is designed to complement, not replace, the systems you already use for planning, document management, and client communication. It provides an encrypted, audit-friendly environment where you can store materials that must outlast ordinary cloud storage.
Each client receives a structured vault for documents, instructions, personal messages, and media. You control who can view or receive those materials, while Everkeep maintains protection, versioning, and long-term availability designed for multigenerational planning.
Seamless Integration
Works alongside your existing planning, CRM, and document systems.
Secure & Private
Encrypted environment with advisor-controlled access for clients and heirs.
Organized for Inheritance
Structure materials by client, matter, or recipient so the right people receive the right items at the right time.
Built for Long-Term Use
Architecture intended to preserve assets beyond typical consumer cloud lifecycles.
Deliver a Longer-Tail Service Than Traditional Planning
Strengthen Retention
When clients see you protecting not only their assets but also their stories, they are more likely to keep you in the family’s plans—and introduce you to heirs.
Offer Premium Legacy Services
Provide Everkeep as a value-added preservation option for clients who want their materials organized, secured, and ready for future generations.
Reduce Risk
Move away from ad-hoc storage methods like shared drives and email attachments by housing critical materials in a governed, encrypted environment.
Elevate the Client Experience
Provide a clear, organized handoff for the next generation so families know where to find what matters and whom to call.
Three Connected Services for Long-Term Digital Preservation
everkeep Storage
Decentralized, advisor-managed storage that distributes encrypted client data across a secure network of nodes—eliminating single points of failure while maintaining reliable, compliant access through one governed interface.
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everkeep Vault
Blockchain-based preservation designed for permanence. Each record is immutably time-stamped and verified, creating a transparent, tamper-resistant ledger that ensures client materials remain intact and traceable across generations.
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everkeep Experience
Help clients capture the parts of their legacy that go beyond assets—their memories, stories, and values. Through structured prompts and optional media recording, clients can create a personal record that adds meaning to their preserved materials.
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Discover How everkeep Supports Advisory and Estate Practices
A Long-Term Home for Your Clients' Legacies
Your influence doesn’t end when the plan is signed.
With Everkeep, you give your clients — and their heirs — something more enduring: a legacy that captures their purpose, not just their portfolio.