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.

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 July 2018.


Enhancements and Upgrades

  • We added better date validation throughout the app. 
  • We made some ease-of-use improvements in Account Settings for managing suggestions users have dismissed.

Bugs Fixed

  • Fixed: Some users could not delete their accounts. 
  • Fixed: Some users were unable get their account confirmation emails or activate their advisor-provided accounts. 
  • Fixed: Leading and trailing whitespaces in some fields resulted in errors. 

Everplans Professionals

  • Fixed: Some firms' logos did not fit properly on the PDF version of clients’ 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 2018.


Enhancements and Upgrades

  • We’ve added a “Birth Certificate” section under About Me: Vital Documentation.

Bugs Fixed

  • Fixed: Some users were unable to add a backup email. 
  • Fixed: An animated graphic that indicated a page was still loading was not working in some browsers.

Everplans Professionals

  • We made a series of updates to our Redtail integration:
    • Within Redtail, firm assistants can now view recent Everplans activity by clients.
    • We’ve simplified the way financial accounts are imported from Redtail to Everplans. Now, each unique account in Redtail will generate a unique account in Everplans.
    • If your firm has created custom account types in Redtail, they will be imported and displayed correctly in Everplans.
  • Fixed: Some clients inadvertently received a request from their advisors for permission to edit their Everplan. (No permissions were given in these instances.) 

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 May 2018.


Enhancements and Upgrades

  • We added a way for you to keep parts of your Everplan private until you’re gone. See here to learn how Sharing After Death works.
  • We’ve made the signup process easier and more intuitive for people signing up with coupons.

Bugs Fixed

  • Fixed incorrect copy that appears when Everplanner tried to share an individual item from their Everplan.
  • Some owners of Household Everplans were seeing incorrect subscription statuses in their account settings.
  • Some Deputies were seeing incorrect information about who last updated the Everplan when they downloaded someone’s Everplan as PDF.  
  • Some customers on Windows using Internet Explorer were unable to purchase a subscription.
  • Customers who purchased a subscription from an expired account were erroneously put into a trial period.

Everplans Professionals

  • Fixed: Last login date for clients was showing inconsistent dates.

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.

Here’s a feature we know is important to many of you (though not something any of us like to think about) -- sharing information only after you’ve passed away.

Since launching Everplans, many of you have requested the ability to reveal information in your Everplan only after you’ve passed away. Our new Sharing After Death feature lets you do exactly that: decide which sections of your Everplan you want to share with each Deputy now, and which sections should only be shared after you’re gone.

How Sharing After Death Works

When you add a new Deputy (or change an existing Deputy’s permissions) we’ll ask you to choose which sections of your plan you want to share now, and which sections should only be shared after your death.

Any sections that you’ve chosen to keep private until after your death will remain locked from your Deputy’s view.

For details of this new feature, see our Walkthrough Video

How “After Death” Sections Get Unlocked

In order for your “After Death” sections to be unlocked, you must give one of your Deputies the responsibility and permission to report your death to Everplans.

After reporting your death, the Deputy must wait while Everplans attempts to contact you via email with the opportunity to block the unlocking. You can choose a wait time for your unlockers of up to 30 days.

If we do not hear back from you and the wait time expires, you are marked as deceased in our database, and your “After Death” sections are unlocked for all your Deputies.

For details of this new feature, see our Walkthrough Video

Who Should I Consider For My Unlocker(s)?

Sharing After Death works on the basis of trust. Your unlockers should be individuals you trust and understand your wishes. They should be in good health and be able to take on this responsibility when the time comes. If you are working with a professional, such as a trusted advisor or attorney, you might consider asking them to be your unlocker.

Sections you might want to hide vs. sections you want to keep sharing.

The Sharing After Death feature was built based on the feedback we heard from you. Many of you expressed wishes to hide some of the more sensitive pieces of your Everplans, such as financial details, wills, letters to your friends and family, and passwords to your online accounts.

On the other hand, there are certain pieces of information we suggest you keep sharing with your Deputies. For example, your loved ones will need access to your Health & Medical information such as an Advance Directive and Health Care Proxy. They will also need immediate access to your Funeral Preferences when the time comes. Please keep these situations in mind as you use the Sharing After Death feature.


Ready to try it out?

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

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

Also, you might want to review our updated Terms of Service.

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

  • To prevent individuals from accidentally sharing parts of their Everplan they don’t mean to, we are now defaulting all sections to “not share” when a new Deputy is added.
  • We’ve made our notifications inside the application easier to read.
  • We did work to ensure that Deputy permissions are reset when two individual Everplans are merged to create a Household Everplan.

Bugs Fixed

  • There was an issue that prevented people using Firefox on an Android device from completing sign-up.
  • Users who had applied a 100% off coupon could not add a credit card at a later date.
  • Some users were briefly unable to reset their passwords. This has been fixed.
  • We corrected a grammatical error that appeared for users whose last name ends with the letter s.
  • Some Household Everplanners were not seeing their Deputies after their Household was split.

Everplans Professionals

  • We fixed a handful of technical issues around how advisors manage, create, and split Household Everplans.
  • For security purposes, Household members can no longer use the email address of their co-administrator as a backup email address for their own 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.

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 January 2018.


Updates and Enhancements

  • Users will now see pending Deputies along with confirmed Deputies when viewing a section of their Everplan. Previously, only the confirmed Deputies were displayed.
  • There is now a confirmation message when a user successfully submits a payment.

Bugs Fixed

  • The Account Settings page was not displayed for some Deputies. 
  • There was a styling issue on the Sign Up page. 
  • The My Deputies page had layout issues on Internet Explorer browsers.
  • Dates were incorrectly ordered on the page where users see the viewing history of their Deputies.
  • For a brief period, Deputies who reported both Household members as deceased saw only one member as deceased. 
  • Some text on the payment page was incorrect for those purchasing a subscription after a trial membership had ended. 

Everplans Professionals

  • If an Everplanner has been reported as deceased, their individual account cannot be converted into a Household plan by adding another member.
  • For a brief period, firm members could not edit a draft user's Everplan.
  • When a firm chooses not to renew their license with Everplans, there was an issue converting client accounts to consumer users. This has been fixed.

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 February 2018.


Everplans Professionals

  • Fixed a rendering issue with firm, advisor or client names with special characters.

  • Fixed an issue when importing household contacts from Redtail.

  • Fixed an issue in which the Household Everplans imported from Redtail were missing data in the “About Me” section.

  • Fixed an issue of importing Deputy users from Redtail to Everplans Pro.

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 December 2017.


Updates and Enhancements

  • Updated the visual appearance and accessibility of form buttons.
  • Made the address book feature easier to use on mobile devices.

Bugs Fixed

  • Some users were unable to submit payment despite providing valid credit card credentials.
  • Some Everplanners could not share the “Miscellaneous” section of their Everplan. 
  • Some pages with form fields had alignment issues on iOS touch devices.

 

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.