Efficient and cost-effective estate planning.
Now, Everwell can manage one more relationship for you, ensuring your hopes and dreams are realized. With our new attorney-connected platform powered by Estate Guru, you’ll have access to real attorneys who ensure your documents are legally sound. Whether you need a Last Will & Testament, Financial Power of Attorney, Healthcare Power of Attorney, or Trusts, we’re here to guide you through every step.
Estate Planning Specialists
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Retirement Income Certified Professional®
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Top of the Table Member of Million Dollar Round Table, MDRT®
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Serving over 200 households nationwide
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20+ years of experience
Get In Touch Today
Danielle Lucht, RICP®, CDFA®
Financial Advisor
Call: (239) 288-7054
danielle@everwellfinancial.com

Smart, attorney-connected software.
This innovative platform powered by Estate Guru combines the expertise of real attorneys with advanced technology to deliver legally sound documents.Whether you need a Last Will & Testament, Financial Power of Attorney, Healthcare Power of Attorney, or Trusts, we’ve got you covered. Each estate plan is thoroughly reviewed by a qualified attorney, providing a customized experience tailored to your specific needs.
Key Features:
- Access to Real Attorneys: Gain peace of mind with a nationwide network of legal experts reviewing and approving your documents.
- Custom Estate Plans: Receive personalized estate planning solutions that go beyond generic templates to fit your unique situation.
- Comprehensive Document Management: Create, share, maintain, and settle estates effortlessly on our user-friendly platform.
- Generational Planning: Connect seamlessly with beneficiaries to protect your legacy for future generations.
Why choose Everwell Financial’s estate planning service?
Estate planning is an essential part of your financial journey. Our estate planning service is designed to provide you with personalized, legally sound documents, ensuring your assets are managed according to your wishes. Whether you’re a current client or considering becoming one, Everwell Financial is here to guide you every step of the way.
Why our estate planning service stands out:
- Personalized Solutions: Our estate planning service offers custom plans tailored to your specific needs, going beyond one-size-fits-all templates to provide solutions that fit your unique situation.
- Expert Legal Support: Our attorney-connected platform gives you access to real attorneys who review and approve your documents, ensuring they meet all legal requirements.
- Peace of Mind: By working with Everwell Financial, you’ll have a comprehensive understanding of your financial landscape, enabling you to protect your legacy and secure your family’s future.
- Holistic Financial Planning: Our estate planning service is integrated with your overall financial strategy, providing a seamless experience that aligns with your long-term goals.

Contact us today.
Let’s work together to plan for your future. Our women-led financial firm is accepting new clients and taking referrals. Our phone and dedicated text lines are closely monitored from 9am to 4pm, Monday through Friday.
With offices in Southwest Florida, we invite you to visit us in person to discuss your personalized financial strategy. We also offer virtual meetings using video conferencing software (Zoom) for individuals that currently live out of state or out of the vicinity of Fort Myers. Call us to set up a consultation. We’re looking forward to meeting you.
Contact
Phone: (239) 288-7054
Text: (239) 356-8998
Email: danielle@everwellfinancial.com
Location
1591 Hayley Lane, Suite 202
Fort Myers, FL 33907
Hours: 9am – 4pm
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