Estate Plan Management for Individuals with IDD
Providing oversight and continuity at every life stage.
Welcome to EverPath
We support families and individuals with intellectual and developmental disabilities (IDD) by managing the financial, legal, and care systems already in place. Our role is to ensure that every plan, document, and arrangement continues to work as intended for the long-term security and dignity of your loved one.
What We Offer
EverPath provides a stable, dependable framework to oversee your loved one’s established plans:
- Financial & Legal Plan Monitoring: We track deadlines, beneficiary designations, renewals, and document versions—coordinating with your attorney and financial professionals.
- Health & Care Coordination Review: We maintain periodic check-ins with providers to verify that care plans are being carried out and updated.
- Clear, Consistent Communication: Families receive timely updates and action steps so you can have complete confidence in the process.
Why Choose EverPath
- Focused Expertise: We work exclusively with families of individuals with IDD and understand the complexities of estate plan management.
- Reliability: We track timelines, deadlines, and details so nothing is overlooked.
- Community-Based: Operating in Chapel Hill, NC, and Davis, CA, we leverage local knowledge and partnerships.
- Predictable Support: Our structured updates give families peace of mind.
How We Work
We coordinate with the professionals already involved with your loved one so existing plans stay organized, compliant, and responsive. Whether you are planning for adulthood, navigating a transition, or ensuring long-term security, EverPath is a steady point of oversight so nothing falls through the cracks. Through our routine oversight responsiblities, any identified deficiencies will be addressed in alignment with the individualized call to action plan.
Get Started Today
Download our intake form to start the process. This brief form helps us understand your needs—no sensitive health or legal details required. Once completed, submit the form via email to intake@everpath.life.
Start the Intake Process (PDF)
Contact Us
Have questions? Email us at questions@everpath.life.