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. Record it together and the household keeps a dated summary.
- 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.
Foresight, for the planning meeting
Foresight is an add-on: $199 a year on a professional account, $79 for a household. It shows a family whether their money lasts, what tax and probate would take and who ends up with what, then prints their questions sorted by who to ask, so they arrive at your meeting with the right ones. It is an illustration under assumptions they choose, never advice, and it recommends no product. See how Foresight works.
The privacy boundary, stated once
You see engagement (invited, started, activated, successor named, review due) and any follow-up a family explicitly asks for. Inside a client record you see a planning view: who is in the household, what kinds of assets exist and where they are held, and which gaps are open. You do not see beneficiaries, documents, key contacts, reminders or the activity log, and access locations, health details, digital accounts and final wishes stay invisible unless that family grants each one by name.
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.