Protect the relationship across generations
You know the client. You have usually met the spouse. You have rarely met the adult children who will one day be the ones phoning — and when they phone, it is because something has already happened and nobody can find anything.
Meravor puts the operational layer of the plan somewhere findable, and puts your name in front of the people who will need it.
What changes in the practice
- A reason to meet the whole household. Naming successors is a natural conversation, and it is one the client wants to have.
- An annual review that is not about markets. Ten minutes on what changed: a new account, a new grandchild, a will that moved.
- Gaps surfaced early. No will on record, no named successor, a beneficiary designation nobody has looked at in years.
- No advice given, and none implied. Meravor organizes information. Nothing on the platform recommends a product or a strategy.
We make no claim about assets retained, households retained, or relationships inherited. Those are earned in the meeting, not in software.
The privacy boundary, stated once
You see engagement — invited, started, activated, successor named, review due — and any follow-up a family explicitly asks for. You do not see the contents of the record. Not the assets, not the balances, not the beneficiaries.
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.