We know that taking care of your clients' needs often requires the work of more than one person.


You can now add multiple members of your firm to your Everplans Professional account. 

Michigan Governor Rick Snyder recently signed the “Fiduciary Access To Digital Assets Act” into law. What does this mean, exactly?


Most people don’t share their funeral wishes, but they definitely should -- and Everplans can help.


Popular financial site Investopedia recently raised an important dilemma: While most of us have pondered our own funerals in passing, not many have put those decisions in writing -- and even fewer have shared their decisions with people who can make them a reality once the time comes.

The international media outlet details the merits of death apps -- and includes Everplans.


The Guardian named Everplans among apps with the potential to change the way people think about and plan for their deaths.

Our new referral program adds a free month to your Everplans subscription each time you get someone you care about in on the planning action.


If you're worried our one-month trial might not offer enough time to evaluate Everplans, you’ll love our latest product update.

Fixed: Users with two-step verification enabled were prompted to enter a verification code on each login despite checking “Remember this computer.” Two-step verification now has a much better memory, so you can rest assured that your account is extra-protected without all the fuss.

Fixed: When uploading a file without an extension, users would receive an error message. We’ve made it so that you can upload a file to your Everplan without ever having to modify it beforehand (we've also made it so that files without extensions are recognized and labelled appropriately for most major file types). 

In a recent story on MariaShriver.com, Everplans is named as one of the tools everyone should use to confront end-of-life care.

To put it plainly: we brought the cool.

Last week marked Everplans’ second trip to Orlando, this time to attend the Heckerling Institute on Estate Planning, the leading continuing education program for estate planners, attorneys, trust officers, accountants, and so many others.

As the only technology startup in attendance, we drew considerable interest from a variety of top-tier attorneys and financial professionals. We may have lured them in with the free phone chargers and handy trinkets, but they stayed for the demos and conversation.

We’re so happy to be named as one of the “5 adviser tech trends that will define 2016” by Investment News!

Here are the five trends they cite:

  • More Virtual Meetings
  • Small Data Before Big Data
  • More Digital Storage
  • Mobile Strategy
  • Robos Hit Higher Assets

Everplans is listed as the digital storage solution; here’s what they had to say about what our professional platform has to offer:

We recently held our third annual Yankee Swap, the rules for which are still a bit unclear -- but here’s the gist: People buy gifts. People choose gifts. People steal gifts.