About
Everplans is a comprehensive life organization and estate planning platform designed to bring order to the most important details of your life. The platform enables users to store and manage family documents, IDs, financial accounts, digital assets, and vital personal information in one centralized, secure location — replacing sticky notes, dusty binders, and scattered files. Beyond storage, Everplans features a smart planning system that guides users step-by-step through critical life tasks including drafting wills, obtaining life insurance, setting up advance directives, establishing trusts, and planning for end-of-life arrangements. Users can selectively share portions of their Everplan with trusted family members, attorneys, or financial advisors to ensure the right people have access when it matters most. The platform includes a rich library of articles, videos, and checklists covering estate planning, funeral planning, grief support, and settling an estate. Automated reminders and alerts help users stay ahead of important dates and deadlines. Everplans offers a free base plan with a Premium upgrade available for extended features, as well as an Enterprise option for organizations looking to offer life planning tools to their members or employees. It's ideal for families, individuals planning for the future, and professionals managing sensitive documentation.
Key Features
- Centralized Document & Life Organization: Store family documents, IDs, vital information, financial accounts, and digital assets in one secure, easy-to-access location.
- Estate & End-of-Life Planning Tools: Guided workflows for creating wills, setting up life insurance, drafting advance directives, establishing trusts, and planning funeral arrangements.
- Secure Sharing with Trusted People: Selectively share specific items from your Everplan with family members, attorneys, or financial advisors with granular privacy controls.
- Smart Planning System with Reminders: Receive automated alerts and reminders about important dates while the system guides your next planning steps proactively.
- Expert Resources & Checklists: Access a curated library of articles, videos, and checklists covering estate planning, grief support, and comprehensive life organization.
Use Cases
- Organizing all family documents, IDs, and vital records in one secure digital location so nothing is ever lost or scattered
- Creating and storing a comprehensive estate plan including wills, trusts, and beneficiary information to protect loved ones
- Preparing advance directives and end-of-life plans to reduce the burden on family members during difficult times
- Securely sharing critical account credentials and document access with trusted family members or legal advisors
- Staying on top of important planning milestones and document renewal dates with automated reminders and smart checklists
Pros
- Free to Get Started: The base Everplans app is free, making life organization and estate planning accessible to anyone without an upfront cost.
- All-in-One Life Organization: Covers everything from everyday documents and IDs to complex estate planning and digital asset management in a single platform.
- Guided Planning Reduces Overwhelm: Step-by-step workflows help users tackle intimidating topics like wills and advance directives without needing legal or financial expertise.
- Trusted Sharing for Peace of Mind: Ensures loved ones and advisors have access to critical information exactly when they need it most.
Cons
- Limited AI-Powered Automation: The platform focuses on guided organization and planning rather than advanced AI-driven document analysis or automation features.
- Full Feature Set Requires Premium Upgrade: The most comprehensive features are locked behind a paid Premium plan, which may not suit users looking for a fully free solution.
- Web-Centric Platform: No confirmed native mobile apps, which may limit on-the-go accessibility for users who prefer managing information from their phone.
Frequently Asked Questions
Is Everplans free to use?
Yes, the base Everplans app is free with no upfront cost. Users can upgrade to Everplans Premium at any time to unlock additional features and capabilities.
What types of documents and information can I store in Everplans?
Everplans supports storage of family documents, government IDs, vital information, financial account details, digital assets, estate planning documents (wills, trusts, advance directives), and life insurance information, among other critical records.
Can I share my Everplan with family members or advisors?
Yes, Everplans allows you to securely share specific items or sections of your plan with trusted individuals such as family members, attorneys, or financial advisors, giving you full control over what is shared with whom.
Does Everplans help with estate planning and end-of-life preparation?
Absolutely. Everplans provides guided tools, checklists, and expert resources covering wills, life insurance, advance directives, trusts, funeral planning, and settling an estate to help users prepare comprehensively.
Is there an Enterprise version of Everplans available?
Yes, Everplans offers an Enterprise plan for organizations and businesses that want to provide life organization and estate planning tools to their members, employees, or clients as a value-added benefit.
