Estate Plan Management
Serving the IDD community in Davis, California
Our California intake packet is being finalized. To get started now, just email us and we'll walk you through it together.
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 make sure every plan, document, and arrangement keeps working as intended — for the long-term security and dignity of your loved one.
What We Offer
- Financial & Legal Plan Monitoring: We track deadlines, renewals, and document versions, and coordinate with your attorney and financial professionals.
- Health & Care Coordination Review: We check in with providers to confirm care plans are being carried out and kept up to date.
- Clear, Consistent Communication: Families get timely updates and simple next steps.
How We Work
We work with the people who already help your loved one — their lawyer, their accountant, and their care team. We keep track of important papers, dates, and plans so nothing gets missed. If we find a problem, we tell you and we help fix it. Whether you're planning for adulthood, going through a change, or making sure the future is secure, we're a steady set of eyes so nothing falls through the cracks.
Get Started
You can preview the intake packet to see what we'll talk about. You don't fill it out alone — we complete it with you at your first meeting. It asks about health, legal, and money matters, so we go through it together in person, not by email.
Our California intake packet is being finalized. To get started now, just email us and we'll walk you through it together.