Provide your family the most vital info about your life in just 10 minutes.


We understand that getting a plan in place can be difficult. Where do you even start? Enter: The Just-In-Case Letter.

You don't need to fill out an entire Everplan before you have something worth sharing with your family. We identified all the important information your family, loved ones, and trusted advisors will need during an emergency, which can be filled out in the time it takes to heat up dinner.

The new Just-in-Case Letter will walk you step-by-step through filling in the basics and compile a PDF that you can immediately send to the people you love and trust. It’s the ideal way to have something in place “just-in-case” something happens...and it's the perfect way to jumpstart your Everplan, which you can keep adding bits and pieces to over time.

Here’s how it works.

Answer Some Questions

When you first sign up for Everplans we’ll ask you a few simple questions about your current situation. Topics covered range from financial and medical decisions, to Life Insurance policy and digital account information. Here’s an example of a typical section:

We ask if you have an item, like a Life Insurance policy

If you have the item mentioned, we ask a few follow-up questions to gather basic information

Here's the full roster of items included:

  • Life Insurance
  • Will
  • Power Of Attorney
  • Advance Directive
  • Financial Advisor
  • Where I Bank
  • Passwords
  • Safe or Safe Deposit Box
  • After I’m Gone
  • Emergency Contacts

We kept things very simple to save you time. No need to look up policy numbers or account documents, just a few important contacts you most likely already have on your phone or computer. This general information will be extremely helpful during an emergency, but not so sensitive or personal to make you worry about revealing too much. If you don’t have one of the items mentioned, just skip it and move on to the next one.

You should be able to complete all 10 sections in 10 minutes.

Send It Off

Your answers are then compiled into a an easy-to-read letter, which you can review and edit as needed. Once you’re ready to share, choose recipients and we’ll email them a unique link to your letter where they can securely download a PDF copy.

You’re Already Ahead Of The Planning Game

All the information you put into your Just-In-Case Letter is now part of your Everplan. You can go into each individual section and start adding more specific details -- for example: You already identified your Life Insurance company, now add in the policy details -- as well as fill out all the other sections.

[Get Started Now]

But Wait, There’s More...New Collaboration Tools For Pros

We’re also rolling out another update that encourages more efficient collaboration between financial advisors, estate attorneys, and other professionals and their clients. Once a client offers access to their trusted pro, they can work together to add and update any information in an Everplan.

Here's how to enable this feature: A client should first go to their “Account Settings” page, scroll down to the "Everplans Professional Partner" section and click the "manage" button. From there they can grant their professional permission to edit by selecting the "Allow" option.

It's that easy. If you have any questions, don't hesitate to get in touch with your account manager.

[Everplans Professional]

Exciting news from EP Headquarters: We raised money, giving us more resources to continue our mission of making sure everyone has a plan in place. Here's the full press release:


Everplans Secures $6.4 million in Series A Funding

The end-of-life planning website looks to expand its distribution to financial services organizations and employers

NEW YORK, (June 30, 2016) /PRNewswire/ -- Everplans, an online estate and legacy planning platform that guides people through creating, storing, and securely sharing all of the important plans and information their family would need in one place, announced today it has secured $6.4 million in Series A funding. Investors include Transamerica Ventures, the corporate venture arm of Transamerica and Aegon, and RGAx, a subsidiary of Reinsurance Group of America, Incorporated (NYSE: RGA). The round was led by NYC-based venture fund Mousse Partners.

The Series A funding provides continued momentum to Everplans. In May 2015, the company announced the launch of Everplans Professional, an enterprise version of their platform, which enables financial advisors, insurance agents, and estate planning attorneys to offer Everplans accounts directly to clients and to collaborate with them on the creation of their plans. More than 100 firms are currently offering Everplans to clients. All Everplans users also gain access to a rich content library; thousands of articles, resources, and checklists are provided to guide and motivate users step-by-step through the planning process.

"Hundreds of thousands of people visit our site each month. Through our retail and enterprise platforms tens of thousands of plans have been created ­by people who understand the importance of getting financial assets, estate planning, household information, and legacy wishes organized and the positive impact it will have on their families," said Everplans co-Founder and co-CEO Abby Schneiderman. "Our mission is to help everyone become a hero to his or her family by creating and sharing this kind of plan. We are thrilled to be working with this group of investors who can help us further our mission by getting Everplans into the hands of millions of people and their trusted advisors."

Moving forward, the company plans to grow its team and continue developing innovative products while eying expansion of its professional platform into the insurance, human resources, and health care industries.

"The addition of Everplans will help advance Transamerica's mission: to help people achieve a lifetime of financial security, and extend our ability to serve customers with a more consistent, full-life offering via our vast network," said David Macmillan, Chief Marketing Officer, Transamerica. "We are excited to invest in and partner with Everplans, and we look forward to more announcements in the coming year as we bring our collaborative work to market."

"Preparing for the unexpected is a major responsibility – and one that is often put off until it is too late," said Tim Rozar, CEO of RGAx. "We want to make it easier for the millions of underinsured U.S. households to meet their financial responsibilities, but we realize that insurance protection is only part of the solution. The team at Everplans has developed a suite of content and product services that also make it easy for individuals to organize their digital lives and leave behind a legacy to be proud of. We are excited to partner with Everplans to provide financial security and peace of mind for millions of families."

ABOUT EVERPLANS
Everplans is the leading online planning and organization platform that helps people create, store, and securely share all of the important plans and information their family will need in the future. Through a combination of original content, a personalized guidance engine, an intuitively organized digital vault, and an enterprise platform for professionals, Everplans helps people create an estate plan that aggregates financial, health, personal, digital, and legacy information in one simple and accessible place. The company was founded by Adam Seifer and Abby Schneiderman, entrepreneurs with a passion for helping people and a proven track record of creating successful online communities. For more information, please visit www.everplans.com.

ABOUT TRANSAMERICA VENTURES
Transamerica Ventures is the global venture arm of leading life insurance and asset management companies Transamerica and Aegon.  Launched in early 2014 to help Transamerica and Aegon leverage innovation through a dedicated investment fund, Transamerica Ventures invests in startups developing technologies in the insurtech, fintech and enterprise software sectors and has offices in New York City and The Hague, The Netherlands.  For more information, please visit www.transamericaventures.com.

ABOUT RGAx
RGAx is the innovation accelerator within Reinsurance Group of America, Incorporated (RGA).  A FORTUNE 500 company, RGA is among the leading global providers of life reinsurance and financial solutions, with approximately $3.1 trillion of life reinsurance in force and assets of $52.2 billion as of March 31, 2016. Founded in 1973, RGA today is recognized for its deep technical expertise in risk and capital management, innovative solutions, and commitment to serving its clients. With headquarters in St. Louis, Missouri and operations in 26 countries, RGA delivers expert solutions in individual life reinsurance, individual living benefits reinsurance, group reinsurance, health reinsurance, facultative underwriting, product development, and financial solutions.  To learn more about RGA please visit www.rgare.com and for more information about RGAx visit www.rgax.com.

[via PR Newswire]

Longtime news agency Associated Press deemed Everplans a tool that makes dealing with death easier for those left behind.

In a recent story they touch on the broad range of life-areas we cover in addition to referencing our Professional platform:

Everplans guides users through everything they need to do, such as uploading information about life insurance policies or pensions. There's also room to leave letters to loved ones and a place to put passwords for emails and instructions on what to do with Facebook accounts and other social media sites.

The site charges $75 a year for the service. But about 150 financial firms and advisers around the country offer Everplans to their clients, sometimes for free, says co-founder and co-CEO Abby Schneiderman. Some employers are also starting to offer Everplans to workers as a benefit, she says.

Big thanks to Associated Press, and the many outlets that picked up the story (ABC News, The Daily Mail, The New York Post), for spreading the word about what we're doing.

[via Associated Press]

California Governor Jerry Brown’s End of Life Option Act went into effect on June 9th, which allows terminally ill patients to request life-ending medication from their doctors provided they meet the following criteria:

  • Two or more doctors have agreed the patient has six months or less to live
  • Patients must be able to swallow the medication themselves
  • Patients must put their intentions to take the medication in writing 48 hours beforehand

California is the fifth state to permit this option at the end of life, joining the likes of Vermont, Oregon, Washington, and Montana.

As reported by NPR, while some view the landmark legislation as offering terminally-ill patients the utmost in compassionate care, others worry about the ramifications of making suicide a social institution.

The financial information site examines technology's role in making end-of-life planning more accessible.


Everplans is in great company; Fast Company list unveiled on CNBC Squawk Box


While discussing Fast Company's Most Creative People In Business 2016 list on CNBC, Everplans got a nice shout-out.

The MCP list for 2016 is out and Abby and Adam are on it.


Fast Company has announced its 2016 list of the 100 most creative people in business and our co-founders Abby Schneiderman and Adam Seifer both made the list.

Got something you'd like to include in your Everplan but can't find the right place for it? We've got you covered.


We’ve always wanted the Everplan to be a comprehensive representation of what matters most in most people’s lives -- and as we learn just how unique people’s lives can be, we find ways to be even more inclusive.

Financial blog Worth.com talks estate planning -- and cites Everplans.


We know that taking care of your clients' needs often requires the work of more than one person.


You can now add multiple members of your firm to your Everplans Professional account.