What you can prepare
What exists, where it is, and what to do.
An EverHandover plan is an organised map of your life’s practical side, with the documents and instructions that go with it.
Examples by category
Financial information
Which banks, brokerages and pension providers you use, and who to contact. The institution, not the account number.
Property
Homes, vehicles and other property: where the deeds and keys are, who manages what.
Insurance
Which policies exist, with which insurer, and where the paperwork is kept.
Legal documents
Where your will and other documents are, and which attorney holds them. An uploaded will is a reference copy only.
Digital accounts
Which accounts and subscriptions exist and what you would like done with them, following each provider’s own process.
Important professionals
Your attorney, accountant, financial adviser, doctor’s office: names and how to reach them.
Family instructions
How the household runs: bills, school, pets, the things only you know how to do.
Business
Company information, important business contacts and continuity instructions for the people who would keep things running.
Future messages
Messages for people you choose, for a future date or after a release. The person receiving can decline them.
Emergency information
The limited practical details someone needs to step in for a few days.
Four kinds of content, treated differently.
It helps to be clear about what each thing is.
Belongs in your plan
Pointers
Short reference entries: what exists and where to find it. EverHandover stores these encrypted and holds the key under strict controls, so that it can release them when your conditions are met.
Belongs in your plan
Instructions
What to do and who to call, in your own words, plus a personal note to each recipient.
Belongs in your plan
Documents
Files and sensitive notes are sealed: encrypted in your browser so that EverHandover alone cannot read them. File types and sizes are limited.
Does not belong
Credentials and secrets
No passwords, PINs, recovery phrases, full account numbers or Social Security numbers. Keep those in a password manager or with your attorney, and record only where they are.
Start with one person and one handover.
Add someone who matters, write down what they would need, and see exactly what they would receive.
Create your planEverHandover is not a law firm, does not give legal advice, and is not a will.