Partner with EverSecure Planning

Partner with Us

EverSecure Planning works alongside nonprofits, faith communities, social workers, and community organizations to ensure that thoughtful life planning is available to the people who need it most - regardless of their ability to pay full fee.

If your organization serves seniors, caregivers, families in transition, or those navigating loss, we invite you to partner with us in one of two ways.

Refer a Client

If someone in your care would benefit from our services but may need financial assistance, you can refer them to our Sliding Fee Program. When they apply, they will be asked to list your organization as their referral source.

Once we receive an application with your organization named, we follow up with you directly to:

Confirm the referral
Discuss whether your organization would like to contribute toward the client's engagement
Coordinate next steps with the client and with you

There is no obligation to sponsor a referred client. Your referral alone is meaningful, and we review every referred application with care.

Sponsor Partnerships

For organizations that want to provide deeper support, EverSecure offers sponsorship partnerships designed to make planning accessible for individuals ad families.

Sponsorship allows your organization to cover all or a portion of a clients fee, removing financial barriers and ensuring that thoughtful planning is within reach. Each partnership can be structured in a way that aligns with your organization's mission and giving approach.

Sponsorship options include:

Single engagement sponsorship - your organization covers a specific client's work
Annual commitment - your organization pre-funds a set number of engagements per year, drawn from among your referrals
Partial sponsorship - your organization covers a portion of the fee, with the remainder handled through our sliding fee program

All sponsorships are documented with a simple agreement so expectations are clear on both sides. Sponsorship covers planning services

Legacy Clarity Session
EverSecure Legacy Plan
Household Legacy Inventory
Annual Legacy Plan Review.

After-Care Coordination and Estate Transition Management are not included in sponsorship arrangements.

Who We Serve

EverSecure Planning supports individuals and families in organizing both sides of a full life - the practical decisions made now, and the legacy left behind. Our work is especially meaningful for:

Seniors preparing thoughtfully for the years ahead
Adult children caring for aging parents
Families navigating loss
Individuals without close family to guide the next steps
Clients whose wishes are clear in their hearts but have not yet been captured on paper

We meet every client where they are, with no pressure and no one-size-fits-all solutions.

Start the Conversation

If you would like to explore a partnership - whether as a referring organization, a sponsor, or both - please reach out. We are happy to schedule a conversation to learn about the people you serve and how EverSecure can best support them.