The Wall Street Journal recently cited Everplans as the go-to resource for estate planning in an article titled The Best Online Tools For Navigating Retirement.
The story lists a bunch of very useful apps and Websites to help get your planning underway. Here’s an excerpt of what they had to say about us:
A handful of sites offer a blueprint for estate planning, including a list of the documents that are generally needed in addition to a will.
One of the most comprehensive, Everplans.com, explains how to complete documents such as health-care proxies and powers of attorney that appoint people to make medical and financial decisions on behalf of someone who becomes incapacitated. It has links to standard versions of these documents for all 50 states plus the District of Columbia and discusses living wills, do-not-resuscitate orders and some types of trusts. The site also sends emails to urge users to take specific steps, such as uploading or completing documents.
For $75 a year, users receive five gigabytes of storage for documents on the site. Users frequently upload copies of items their beneficiaries will need, including insurance policies, Social Security cards, bank account numbers, online usernames and passwords, and contracts with funeral homes and cemeteries. Some users even include explanations of their wills, says Abby Schneiderman, the site’s co-founder.
The site requires users to name deputies to receive access to the information. It also recommends companies that provide wills and life insurance, although it currently receives no payment from those companies, says Ms. Schneiderman.