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You Can Now Store Everything About Your Business In Your Everplan

Here's an Everplans addition many of you have requested—a dedicated section to document everything related to your businesses.

What’s New

There's so much to keep track of when you own a business, from crucial contacts, legal documents, proof of insurance, to social media credentials. And it's always a good idea to have your succession plan stored for safekeeping.

It’s not uncommon for a person to be so wrapped up in running their business they don’t have the time or resources to organize and store all of this information in one place. Everplans’ new business section is now that solution and we hope this addition makes it easier for you to organize and share essential information so you have more time to keep your business on track.

Screenshots of Small Business section from the Everplans app

Things to Note

  • You will find the new Business section under the Financial category.
  • You can add information about multiple businesses.
  • If you previously had information in the Employment section under the "Run a small business" option, your data has been migrated to the new Businesses section. Your Deputies will continue to have access to your previously shared data.

Let Us Know What You Think

We hope this is a useful addition. Give it a try, and let us know what you think.

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