Bring estate readiness to the people you serve
Estate readiness is the one planning conversation almost every household needs and almost none has had. Meravor operates the platform, the security, the billing, the household experience and the reporting.
When a client dies, the relationship usually ends with them. The estate settles, the next generation already has its own advisor, and the assets follow. Estate readiness is how your advisors meet that family before the day it matters. You buy the professional plans; your advisors do the work; the households they already serve get the benefit.
An advisor working on their own buys their own plan the same way.
Read the page written for your sector
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.
A firm licence: every professional under one roof
For MGAs, dealer and broker networks, wealth firms, benefits brokerages, accounting networks and multi-office practices.
- Multi-producer structure. Advisors sit under one organization, with their own invitations and their own activation view.
- Central administration. Add and remove producers; see the program, not the records.
- Attribution that survives signup. A household that arrives through a producer stays credited to that producer.
- Co-branded activation. Your mark alongside ours on the readiness check and the invitation.
- Sponsored or self-pay. Decide per program whether households are covered or buy their own plan.
- A yearly review. Each household records its annual review and keeps a dated summary of what was still open.
Member and client programs: reach them directly
For credit unions, insurers, banks, large benefits organizations and national associations. Make estate readiness part of your member or client experience.
- Cohorts. Run a program for a defined population rather than one household at a time.
- Central administration and enterprise reporting on engagement, never on record contents.
- Co-branding across the activation journey.
- Security and privacy diligence supported by a real, printable data-residency and security attestation.
SSO, API access and embedded experiences are on the roadmap. They are not available today, and we will not describe them as if they were.
What we will not do
- Give an organization a window into a household record. An advisor a family has invited sees a planning view of it; the organization above that advisor sees engagement and no record data at all.
- Publish a firm licence or program price. These are contracts, and the shape decides the number.
- Sell, rent or mine a household's information. It is theirs. It is not a data asset, and the encryption is arranged so that we could not do it if we wanted to.
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.