Organizing life’s essential documents for whatever lies ahead

OUR GOAL

The goal of EverVault Concierge is to provide our clients with peace of mind using our expertise in the gathering and secure storage of essential information and documents that may be needed by loved ones in case of an emergency or at end of life.

How Does This Work?

STEP 1

Complimentary
Consultation

STEP 2

Needs
Assesment

STEP 3

Information &
Document Gathering

STEP 4

Secure Digital
Organizer Provided

WHY THIS MATTERS

All too often, individuals think they are organized, until the unexpected happens and then there are gaps in the information that is readily available to those who need it. Or – getting one’s information in order is just something that never makes it to the top of the list because it is too overwhelming. In both cases, loved ones are often burdened with these tasks at a time when they are already in a highly stressful and emotional state. At EverVault Concierge, we understand how daunting it can be to tackle life’s important paperwork on your own. We are here to help!

What is in the planner?

Personal
Demographics

Dependent Details

Pet Care

Home &
Property

Insurance

Auto

Finances

Medical

Digital Life

Final Wishes

Meet the Team

Jessica Simon and Linda S. Simon, a mother-daughter team, are combining their strengths to offer this unique, new service to individuals and families. They understand that each EverVault Concierge client will have their own story and individual needs and look forward to working in partnership with each of them to bring organization and peace of mind to their lives.