Turn estate readiness into a better client relationship
The plan is sound. The operational layer underneath it — where the will is, which accounts exist, what the insurance covers, who to phone — is usually nowhere. Meravor is that layer, and you can put it in front of the families you already serve.
Why professionals use Meravor
Stay connected to the whole family
A record names the people who will one day have to act, and those people see who the family already trusts.
Create an annual conversation
An estate readiness review is concrete, easy to book, and worth ten minutes whether anything changed or not.
Find the gaps early
While they are still cheap to fix, rather than at the worst possible moment.
Practical value without giving advice. Meravor organizes information; it does not recommend. We make no claim about client retention, assets retained or inherited relationships — those depend on you, not on software.
What the family gets
- A free Estate Readiness Check. Two minutes, province-aware, and the answers never leave their browser.
- A secure family record. Where things are and who to call — not the documents themselves.
- Successor access. The people they name can reach what they need, when it matters.
- An Emergency Binder. Printable in one click, plus a full export of everything they entered.
- An annual review. A prompt to confirm what is still true.
What you get — and the line you do not cross
- Invitations and activation status. Who was invited, who started, who finished.
- Annual review status. Which households are due.
- A co-branded experience for the families you sponsor.
- Explicit follow-up requests. Only when a family asks to hear from you.
- You never see record contents. Not assets, balances, beneficiaries or private instructions. That boundary is the product, not a setting.
Two ways families come aboard
Sponsored access
Your plan covers the household. They pay nothing and are never asked for a card.
Self-pay invitation
You invite; the family buys their own plan. You receive no commission, referral fee or revenue share — Meravor pays none, to anyone, by design.
What it costs
Up to 25 sponsored families. Unlimited users in your practice.
Up to 100 sponsored families. Unlimited users in your practice.
More than 100 families, or several advisors under one roof? That is a partner program rather than a plan.
This page is general information about the service, not legal, tax, financial or insurance advice. Meravor is not a law firm. Meravor is operated by Purefox Holdings Ltd., a company registered in Alberta, Canada — PO Box 88044, RPO Walden, Calgary, AB T2X 4V6. Email reaches us directly at help@meravor.ca, and we answer within one business day.