Buy the book that prepares you for the unexpected.
Now available everywhere books are sold.
Learn More

We’re elevating Everplans Professional Dashboard to bring you the most important and relevant information.

Client Activity Feed

The Client Activity Feed is designed to give you an at-a-glance view of what your clients have been up to on Everplans. You’ll be able to see a range of activities including when  invites are accepted, clients add or edit information and even when they’ve added a new Deputy--all without having to go to the client detail page. This functionality allows you to quickly gather Everplan insights so you can act on them in real time, elevating your client engagement and bringing more value to your business.  

Activity Feed

Featured Resources

As you already know, our Resource Center provides a wealth of articles and materials to easily share with your clients and prospects. Whether it’s our Essential Planning Checklist or our new Ethical Will Worksheet, our resources are there to offer added value to your clients. In the newly-upgraded Pro Dashboard, we will highlight a few articles that are timely and relevant. These will be updated with topical materials on a regular basis to help you meet the moment. Of course, you can still access all of our resources from the navigation bar as always. 

Clickable Client Summary

In order to make your Dashboard easier to use, we have added the ability for you to click on any category in the client summary and immediately be able to see a corresponding list of clients. You may also notice a new field, “Draft Clients.”

With these enhancements, you’ll be able to easily see which clients are currently Active on the platform or, which clients may need a prompt to fully engage with Everplans so you can both get the most out of what we offer.

Client List--Filters and Pagination

cliest list with filters

We made a number of updates to the Client List. You’ll now be able to filter your clients by status and assigned advisor. Sorting and search features remain intact. Your client list will be paginated if you have more than 20 clients. In addition, we made infrastructure updates so the list will display faster. We hope these new features allow for easier navigation and a better user experience.

New Look, New Feel

And last but not least, you'll notice that we have updated the header color throughout Everplans Professional. This is part of an overall update we started last year. It now matches the color scheme we use on client platform as well as system emails we send to your clients on your behalf.

Ready to try it out?

Log in to your Professional account today.

If you have feedback or want to try Everplans Professional, please send us a message.

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

We made several core updates to our platform we hope you find useful. Take a look at what we've been working on in the 3rd quarter of 2020.

Enhancements and Upgrades

  • You can now search for an Everplans section or items you’ve added to your Everplan including contacts and uploaded files.
  • We now support files ending with .heic (think all the photos on your iPhone) and .qdf (data format used by Quicken personal finance software for Windows).
  • If you are a Deputy for someone, you can now give a thumbs up and send a comment to the person you’re a Deputy for when you receive an update on their Everplan.

Thank You

As always, a big thank you to the Everplanners, Deputies, and Advisors out there who gave us feedback and reported bugs. 

You can report issues and ask for new features here.

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

We have been a little quiet here but it doesn't mean we haven't been busy making updates. Take a look at the changes we made in the summer of 2020.

Enhancements and Upgrades

  • Firefox and Edge are now fully supported.
  • You can now rearrange how your data appears via a drag and drop feature (the changes will be reflected for your Deputies as well).
  • We now support you uploading files and adding notes to most of our sections.
  • You can now explore funeral costs using our Final Celebration Assessment in the After I’m Gone section.
  • We added a light version of Everplans – a Just-In-Case List that is available to non-Everplanners free of charge.

Bugs Fixed​

  • Fixed: Advance Directive Guide did not show for some users.
  • Fixed: Some Deputies could not see an Everplan they were a Deputy for.

Thank You

As always, a big thank you to the Everplanners, Deputies, and Advisors out there who gave us feedback and reported bugs. 

Report issues and ask for new features here.

COVID-19 has had a significant impact on Americans’ sense of personal readiness, and has motivated many to take-on activities that boost preparedness and readiness.

The Everplans COVID-19 Readiness Sentiment Survey, which surveyed 1,000 Americans on April 27-28, 2020 and was conducted with Quest Research Group (QRG), and found that a strong majority of Americans (65%) say that the Coronavirus pandemic has made them realize the importance of sharing important info with family, and that planning for the future is more important than ever (64%). Half (50%) said that COVID-19 has made them realize how unprepared they were for a serious emergency. These sentiments are especially strong among Millennials and GenX, those with children, men more so than women, and Northeasterners and Southerners (corresponding to regions with COVID hot spots).

COVID-19 has also motivated Americans to act and get better prepared for emergencies, and many have gravitated toward planning activities that are more doable independently - 40% have written down account logins/passwords; 36% have written down account details, and 36% have talked to their children about death. Those most likely to act have been Millennials and GenX, higher income households, and those with children at home.

Almost everyone agrees that it is important for parents and adult children to talk about long-term life planning, but this is true especially for more tangible tasks – such as sharing “important household information” and the “location of important documents.”

Click here for the infographic

Click here for a PDF of the full results

Read the press release

You can now import account and asset information directly into your Everplan. No more trying to remember account numbers or names, or copying and pasting from other sites and spreadsheets.

Everplans now supports importing financial account information using a secure service called Plaid. You’ll be able to import directly into the Financial section of your Everplan a number of account types including (but not limited to) checking, savings, retirement accounts, investment accounts, loans, and credit cards. 

How It Works

Within your Everplan, using a secure service called Plaid, you can now log into your financial institution’s website and retrieve basic account details.  

You’ll be able to import the name of the institution, account name, type of account, and either the full or the last four digits of your account number. Your balances will not be imported. 

You can choose which accounts you want to import, and we’ll organize them into the appropriate sections of your Everplan.

Once we import the details, you can add notes, make changes, attach documents and statements, and (most important) securely share this information with the people you trust.

Your Data Is Always Secure And Private

Everplans always puts the security and privacy of your data first, especially when working with technology partners. The Plaid service is highly secure, audited, and integrates with major financial institutions including Citi, Chase, Capital One, USAA, TD Bank, Citizens Bank, and thousands of other institutions.

  • Transfer of your information is encrypted end-to-end
  • Your login credentials will never be shared with Everplans
  • Everplans does not store or maintain any kind of connections with the institutions once your accounts are imported.

You can read more about Plaid’s privacy statement and security practices.

Why Should You Add Financial Information to Your Everplan?

Information about where you bank can be invaluable to your family when trying to understand your estate. You don’t need to share your balances or even full account numbers--simply listing where to find key accounts and how you use each of them will help your Deputies immeasurably.


Ready to try it out?

Log in to your account today, or go to our Help Center for step-by-step instructions.

If you have feedback, please send it to

If you haven't tried Everplans, give it a go. We offer a free 30-day trial


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 December 2019.

Enhancements and Upgrades

  • We added a Name field for Accounts and Assets, Credits Cards, and Loans (under the Financial section), and also for Other Important Possessions (under Home and Property). This allows each entry to be better differentiated. 
  • We made it easier to manage items in the Everplan that contain subsections (for example, the Insurance and Vendors subsections within a Home).
  • We now allow editing and removing entries directly from the Preview page.
  • We made it easier to see, at a glance, which of your entries contain uploaded files. Any item where you’ve added attachments will display an attachment icon next to the name of the entry.
  • We updated the look and feel of the Dashboard, Category pages, and global page layouts in order to streamline and simplify the experience.
  • We consolidated the Remembering Me and When I Go categories into one new category: After I’m Gone.
  • We renamed the Growing Old category to Aging.

Bugs Fixed​

  • Fixed: Some users were unable to scroll some windows within Everplans.
  • Fixed: Deputies with expired Everplans subscriptions were unable to download file attachments associated with the plans they were a Deputy for.
  • Fixed: Everplanners with a large volume of attachments could not download a PDF version of their Everplan.
  • Fixed: Some URLS within the Everplans application were generating errors.
  • Planholders were not always seeing helpful notifications after completing actions on the Dashboard.

Everplans Professional​

  • When a draft Everplan is created for a client, we now attach the advisor’s contact information to the Financial Advisors section of the Everplan.


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.

Families are front and center this year, as are dogs, cats, helpful hospitals, farmer’s markets, easier commutes, tea, sweaters, and bathrooms.


Abby is thankful for…

abby dina harris

Her family, friends, and wonderful co-workers who feel like family and friends (as pictured above).She’s also thankful for her new Away Everywhere bag. She travels a lot and the bag has so many amazing pockets!

Adam is thankful for…

adam and mom

“Being able to make my Mother's final days go the way she wanted them to go. Because we had spent some time together earlier this year talking about her wishes and putting some specific items in place, we were able to make sure that she was able to be home (and not in a hospital), having visits from friends and family, listening to her favorite music and watching the US Open on TV - all of her favorite things. It felt (and still feels) great to know that we were able to honor her wishes.”

Atanda is thankful for…

atanda and everplans dev team

“My family, friends and the Everplans Team.”

Bart is thankful for…

nyc streets

Finding a new apartment nearby so he has a nice walk for his commute instead of a terrible subway ride! [Photo Credit: Goran Bogicevic,]

Bernard is thankful for…

new bathrooms

The new bathrooms by our two outpost conference rooms. The old ones were horrifying.

Casey is thankful for…


Three generations living under one roof, and her menagerie of critters; one dog, two cats, and a hamster. “If they can all get along, so can we!”

Dina is thankful for…


For this Jenni Kayne sweater. Soooooo comfy.

Gene is thankful for…

famiy at disney

His entire family finally getting around to taking their first vacation together since the early 80s.

Geoff is thankful for…

geoff son and daughter

His kids, who not only excel in their own special way, but are thoughtful and caring to each other and their mom and dad.

Harris is thankful for…

oura ring

Thankful for my new Oaura Ring, which is going to help me maximize my sleep, lengthen my telomeres, and help me live to be 150 years old.

Kayode is thankful for…

andella birthday

“I'm thankful for my life, family, and girlfriend. I'm also thankful for all I've been able to achieve so far in 2019.” (Pictured above is our stellar team in Lagos. And a delicious cake.)

Laura is thankful for…


Supportive footwear from Dansko that hides the fact that I only wear shoes intended for nurses and chefs. She’s also thankful that her 17-year-old dog is still kicking a year after her trachea collapsed.

Matt is thankful for…


Not having to worry about Gene making up a reason for him being thankful now that he’s a newlywed. Congrats, Matt! Oh, and he’s also really thankful for socks.

Peter is thankful for…

bellevue hospital

Bellevue Hospital, Moleskine journals, and my fiancée, Rachel. Can't imagine making it through 2019 without them.”

Sarah is thankful for…

asheville tea

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

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.