Blog Archive: June 2015

Financial advisors, insurance agents, estate planning attorneys and CPAs have a new tool to share with their clients. Today we announced the launch of Everplans Professional, which gives financial professionals the additional tools they need to help their clients organize, store and share all their legal, financial, healthcare, personal and digital information – all in one, convenient place.

Advisors also have access to a personalized dashboard to track the progress and completion of their client's Everplan.

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Everplans just became even more secure.

The security standard sweeping the Internet is now part of Everplans.

What is it?

It’s a two-step process to make sure your Everplan is always secure.

Why is it important?

Most people use the same password for multiple sites. Let’s say a hacker obtains your Amazon password. If you use that same password for other popular sites like Google, Facebook, or Dropbox, that hacker now has the proverbial keys to the kingdom.

Once you enable two-step verification (a.k.a. two-factor authentication), when someone tries to access your account from an unfamiliar device (phone,...