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.
Which one are you?
Financial and wealth advisors
The next generation inherits the money and rarely the advisor. A record names the people who will one day have to act.
Insurance and protection advisors
A policy pays out to a family that has to find it first. Meravor records where the coverage is and who to call.
Benefits advisors and plan sponsors
A benefit employees actually use, for a question every household has and few have answered.
Credit unions and member-owned institutions
Estate readiness as a member program rather than a product sale, run for a cohort and co-branded.
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 confirm they know they are named, and can reach what they need when it matters.
- An Emergency Binder. Printable in one click, plus a full export of everything they entered.
- A dated annual review. Once a year the household records that it reviewed its record, alone or with you, and keeps a dated summary of what was still open.
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, and which are overdue.
- A co-branded experience for the families you sponsor.
- Explicit follow-up requests. Only when a family asks to hear from you.
- You see a planning view, not the private detail. Who is in the household, what kinds of assets exist and where they are held, and which gaps are open. Never beneficiaries, documents, key contacts, reminders or the activity log. Access locations, health details, digital accounts and final wishes stay invisible unless the family grants each one by name, and any grant can be withdrawn.
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, at the published family price.
What it costs
Three plans, priced in the open: one named professional, and up to 50, up to 150, or an unlimited number of sponsored households. Sponsored households pay nothing and are never asked for a card. The prices, what a professional can and cannot see, where the records live and how a practice starts are all set out on the professional plans page.
Foresight can be added to any professional plan for $199 a year. See how Foresight works.
Several professionals under one roof? That is a firm arrangement rather than a plan.
Or send a note instead · For firms and organizations
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, at PO Box 88044, RPO Walden, Calgary, AB T2X 4V6. Email reaches us directly at help@meravor.ca, and we answer within one business day.