The Everplans team regularly pushes out new product features, improvements and bug fixes.

At the end of each month, we highlight improvements we’ve made and bugs we’ve fixed. Take a look at the changes we made in September 2019.


Enhancements and Upgrades

  • We've added an extra layer of security on some sensitive items in your Everplan. By default, these items (Social Security number, phone unlock code, account numbers, and more) will not be shown on screen until you or your Deputy clicks/taps the "Show" link. Those sensitive fields will display ••••••••• by default.
  • Contact management got a little easier. Adding a new contact now opens a streamlined version of the form. You can click "Show more contact fields" to see the full set.
  • When users add a Will, Life Insurance Policy, Advance Directive, or Power of Attorney from the suggestion area, they will be guided step-by-step to gather the handful of most important pieces of info for those sections.

Bugs Fixed​

  • Fixed: Placeholder text on forms was not appearing on iOS devices
  • Fixed: Some checkbox lists were not editable in areas of the Everplan
  • Fixed: Some users were unable to dismiss a notification about their Deputy
  • Fixed: Users were briefly unable to log into Everplans. 

Thank You

As always, a big thank you to all the Everplanners, Deputies, and Advisors out there who reported bugs and asked for enhancements. We always appreciate hearing from you.

Report issues and ask for new features here.

The Everplans team regularly pushes out new product features, improvements and bug fixes.

At the end of each month, we highlight improvements we’ve made and bugs we’ve fixed. Take a look at the changes we made in August 2019.


Enhancements and Upgrades

  • We’ve added more prompts to create estate documents such as Wills, Advance Directives, and Powers of Attorney throughout the site.
  • If you don't like the kinds of suggestions Everplans makes for your situation, you can now dismiss unwanted suggestions.

Bugs Fixed

  • The password reset feature was not working properly for a few hours.

Everplans Professional

  • Everplans professional users can now bulk upload client lists of up to 500 users. 

 

Thank You

As always, a big thank you to all the Everplanners, Deputies, and Advisors out there who reported bugs and asked for enhancements. We always appreciate hearing from you.

Report issues and ask for new features here.

Streamlined Design, Enhanced Guidance, Security Upgrades, And New Ways To Get Started

For the past several months we’ve been hard at work on a new version of Everplans that is easier to use, more secure, and more helpful to you and your family. Today, we’re rolling it out to a wider audience of users.

This new version of Everplans includes:

  • An improved onboarding experience for users who have just activated their accounts

  • Personalized suggestions and workflows for users to get the most out of Everplans

  • An enhanced structure for managing the information in your Everplan

  • Enhanced security with unique encryption keys for each user

  • Speed improvements to make pages and data load faster

Together, all this adds up to a whole new experience for Everplans users. We hope you find these changes useful, valuable, and as exciting as we do!

Getting New Users Started

Everplans Welcome Screen

We’ve updated the way new users get started with Everplans on day 1. After creating an account, new users will be guided through a unique set of questions that helps Everplans understand their personal situation, what planning they have already done, and where they might need assistance filling key gaps in their planning. Based on their answers, we’ll make a custom recommendation on the best way to get started with Everplans.

Personalized Guidance And Recommendations

Suggested For You

Based on what you’ve told Everplans about your situation, we use a new, proprietary algorithm to create a highly personalized action plan, designed to walk you through a series of small steps that will get all aspects of your life organized and accessible by your loved ones in one place. 

We’ll guide you through:

  • Uploading your important legal, healthcare, and insurance documents
  • Organizing your financial world so others can make sense of it
  • Making sure your family has the information it needs about your key digital accounts
  • Getting digital copies of key IDs and Vital Documents uploaded and organized
  • And much more

A Simpler Structure For Your Information

Everplans Categories

We’ve simplified the categories and sections used to organize your information, and have created 10 easy-to-scan summary pages for the main areas of your Everplan. 

As part of this, we added three new dedicated, top-level sections to the navigation. One for all your Home & Property, one for Digital, and one for Family and Loved Ones. Previously, all these important sections lived under a broader area we called My Life.

You can now easily see all the information you’ve entered into each category at a glance on each page, along with helpful suggestions and useful articles and guides at your fingertips.

Enhanced Security With Unique Encryption Keys

We've improved our encryption system by adding a new public/private key infrastructure with unique encryption keys for every Everplan. This makes your account even more secure and further ensures that your data can only be viewed by users to whom you’ve explicitly granted access to the encryption key. 

These changes build on our existing security framework. As a reminder, we encrypt every single personally identifiable field in the database, including your name and email address. Your data is secured at rest and in transit. And Everplans administrators can never see the plan information that you fill out or any documents that you upload. To learn more about our security practices, visit Everplans.com/Security.

Speed Improvements To Make Pages And Data Load Faster

As part of this release, we’ve made significant upgrades to the performance of the Everplans web application. Almost every page within the application has been moved onto a new technology platform designed to deliver the information you need with as little friction as possible. You’ll notice that pages load much faster, and that data is saved, encrypted, and retrieved more quickly. 

The Everplans team regularly pushes out new product features, improvements and bug fixes.

At the end of each month, we highlight improvements we’ve made and bugs we’ve fixed. Take a look at the changes we made in April 2018.


Enhancements and Upgrades

  • New onboarding! Users who sign up are presented with a series of brief questions that helps Everplans understand their situation, and allows Everplans to make personalized recommendations on how to get started.   
  • New users will see “popular” sections on top of the Dashboard.
  • We added a Everplan Summary to the top of the Dashboard for those further along in their planning (number of items added, any Deputies they’ve shared their Everplan with, and names of whom they are a Deputy for). 
  • We now periodically prompt users to add a Deputy if they haven’t added one yet.
  • We prompt users to share sections they have added but not shared with a Deputy as they fill out their Everplan. 
  • Users can manage sharing permissions per item directly from Category pages instead of going to the My Deputies page.
  • We now support uploading MP3 files.

Thank You

As always, a big thank you to all the Everplanners, Deputies, and Advisors out there who reported bugs and asked for enhancements. We always appreciate hearing from you.

Report issues and ask for new features here.

The Everplans team regularly pushes out new product features, improvements and bug fixes.

At the end of each month, we highlight improvements we’ve made and bugs we’ve fixed. Take a look at the changes we made in June 2018.


Enhancements and Upgrades

  • We’ve made some big changes this month to the way Everplans provides personalized guidance.
  • Throughout the Everplans application, you’ll now see customized suggestions for how to make the most of Everplans.
  • These suggestions guide you through creating a more complete and up-to-date Eveprlan for your loved ones.
  • The suggestions are based on what you’ve told us about your situation, and any planning you’ve already done.
  • We’ve also added quick links to key articles on many of main pages of the application.

Bugs Fixed

  • Users in certain area codes were unable to receive their two-step verification codes via SMS
  • Users on IE11 and Edge web browsers experienced a visual display bug related to our form labels.

Thank You

As always, a big thank you to all the Everplanners, Deputies, and Advisors out there who reported bugs and asked for enhancements. We always appreciate hearing from you.

Report issues and ask for new features here.

You could have read this stuff throughout the entire year. Or you could have waited until this very moment to see it all in one place. Either way, well played.


2018, we hardly knew ya. Seriously, why are the years moving so fast? Let’s slow things down a bit and take a look back at a year we can’t believe is already over.

Is There A Lawyer In The House?

meeting with attorney

3 Simple Questions You Should Ask An Estate Attorney (And We Have The Answers)

Find out what you need…before you need it.

Related:

Feeling Social

facebook reaction emjoiis

The Unwritten Rules About Dealing With Death On Social Media

Since the rise of Facebook, Twitter, and Instagram, social media has become a big component in how we grieve. Unfortunately, it’s very easy for posts about a person’s death to skew performative or crass. So what’s permissible and what’s unacceptable about mourning in the digital age?

Related:

Live Forever...Or For As Long As Possible

Tips On Living To 100 From Centenarians Around The World

Everything from bananas to bacon, here are some foods, activities, and states of mind that can keep you alive for longer than a century.

Related:

For Those Who Are Fine With Ignoring The Whole “Live Forever” Concept

bacon stack

Make Sure You Have A Will Before Eating One Of These Extremely Unhealthy Meals

We value honesty, like how all these meals are very clear in the fact that they’re trying to kill you.

Related: Weirdest Medical Codes Being Used By Doctors And Hospitals

Everplans On Forbes

memorial candles

When A Horrible National Or Local Tragedy Affects Your Life, It Becomes Part Of Your Legacy

Here are the reasons we should write down and document these traumatic experiences, even if they surface emotions we’d rather bury.

Related: Good Estate Planning Can Save So Much Hassle, And Sad Celebrity Stories Are Proof

You’re Not Alone

volunteer helping elderly

Resources For People Completely On Their Own During A Desperate Time Of Need

Even if you think you have no support system, you should never have to go it alone.

Related:

The Everplans team regularly pushes out new product features, improvements and bug fixes.

At the end of each month, we highlight improvements we’ve made and bugs we’ve fixed. Take a look at the changes we made in November 2018.


Bugs Fixed

  • Fixed: some household members were unable to send invitations to Deputies.
  • Fixed: some household members were unable to renew their subscriptions. 

Everplans Professionals

  • Fixed: Assistants who tried to delete their accounts were encountering errors
  • Fixed: Redtail advisors were not able to link Redtail users to draft or pending client seats.

Thank You

As always, a big thank you to all the Everplanners, Deputies, and Advisors out there who reported bugs and asked for enhancements. We always appreciate hearing from you.

Report issues and ask for new features here.

Family, french fries, and pets are a given. Here are the other things (some of which are family and pets...but no fries).


Abby is thankful for…

An incredible pizza place that just opened in her neighborhood (Mama’s Too!).

mamas too pizza

More important than pizza (if that's even possible), she's also thankful how her oldest daughter became the best big sister in the world, her husband's constant support during a crazy year, and her super caring (and fun!) parents.

halloween family

Adam is thankful for…

hex key set

Surviving starting (two) new schools, moving apartments, and changing babysitters without any fisticuffs. He’s also thankful for the hex key wrench set he unexpectedly found in his toolbox that allowed him to fix 14 loose door handles, 8 loose faucet knobs, 4 loose towel holders, 2 loose toilet paper holders, and a wobbly dining room table leg in about 10 minutes.

Atanda is thankful for…

love birds

All the people trumping hate with love.

Bart is thankful for…

barts fave podcasts

The following podcasts: The Flop House, Trump, Inc., The Worst Idea of All Time, Unspooled, Gladiator: Aaron Hernandez and Football Inc., Serial, and The Dream

Bernard is thankful for…

bobo and the fuss

Contributing to a Kickstarter campaign that got a book published aka, Bobo and the Fuss, which is Ammon Brown’s adorable foray into kid-lit. (Note: Ammon worked at Everplans for a while and his puns are still that of legend.)

Dina is thankful for…

jackson at the beach

Being given another year to watch Jackson smile, and “watch him make us smile.” It was a rough one, but hoping for a better 2019.

Gene is thankful for…

philadelphia eagles

E.A.G.L.E.S. EAGLES! You know, being World Champions and all. (Never thought he’d get to say that in his lifetime.) [Photo Credit: Andriy Blokhin / Shutterstock.com]

Harris is thankful for…

harris and sammy

His family and the unconditional love from his nephew Sammy, pictured here.

Jamie is thankful for…

Free meditation videos on Youtube, like this one from The Mindful Movement above. She used them nearly every day to stay calm, focused, and grounded through a year of big, gutsy changes.

Jordan is thankful for…

crispy pilsners

Crispy pilsners [Photo Credit: Antonio Nardelli / Shutterstock.com]

Kayode is thankful for…

His life, family, and friends. He's also thankful for every of the achievements that 2018 has brought to his life.

Matt is thankful for…

wedding proposal

His wonderful fiance. Yep, he got engaged! (Note: The photo above is a stock image, but this is how we like to picture Matt’s proposal. And if he had luxurious blonde hair.)

Peter is thankful for…

aikido

The Everplans team regularly pushes out new product features, improvements and bug fixes.

At the end of each month, we highlight improvements we’ve made and bugs we’ve fixed. Take a look at the changes we made in September 2018.


Enhancements and Upgrades

  • We’ve added Everplans’ Guides to Wills, Powers of Attorney, and Advance Directives for users who have not added them to their Everplans.
  • Added links to create Wills and Powers of Attorney online.
  • State-specific Advance Directive forms can be downloaded directly from Dashboard. 
  • You can now download a PDF of an Everplan by clicking the download icon on the dashboard
  • We’ve streamlined the emails which are sent to new deputies.

Bugs Fixed

  • Fixed: We fixed some visual design problems on the My Deputies page.
  • Fixed: Some users were unable to download their state’s Advance Directive form.

Everplans Professionals

  • Fixed: Advisors did not see both members of a household while editing a household Everplan.
  • Fixed: Assistants can download client usage report .csv files.

Thank You

As always, a big thank you to all the Everplanners, Deputies, and Advisors out there who reported bugs and asked for enhancements. We always appreciate hearing from you.

Report issues and ask for new features here.

The Everplans team regularly pushes out new product features, improvements and bug fixes.

At the end of each month, we highlight improvements we’ve made and bugs we’ve fixed. Take a look at the changes we made in June 2018.


Enhancements and Upgrades

  • For security purposes, we have started checking for viruses on files which users upload to their Everplans. If a virus is detected on an uploaded file, the user will be notified that the file is not permitted, with details on which virus was found.
  • We’ve made signing up for an Everplan a bit easier by allowing more flexibility in how users can confirm their email addresses.
  • For users whose subscriptions have expired, we’ve made it easier and more intuitive to reactivate a subscription.

Bugs Fixed

  • Billing information was not updated correctly for some users who had updated their credit card numbers on file.
  • Some users encountered an error when trying to sign up for Everplans using an email address that had already been used to create an account. 

Everplans Professionals

  • Fixed: During account activation, some invited clients were not able to continue after updating the email address they wanted to use as their Everplans login.

Thank You

As always, a big thank you to all the Everplanners, Deputies, and Advisors out there who reported bugs and asked for enhancements. We always appreciate hearing from you.

Report issues and ask for new features here.