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Our Co-Founder and Co-CEO Abby Schneiderman's first article as a Forbes.com contributor addresses a topic that's extremely vital to the financial community: How can financial advisors cater to their next generation of clients?

The great multigenerational transfer of wealth is here, with $40 trillion in assets expected to change hands from baby boomers to Gen X and then millennials over the next 30 years. Financial advisors will need to cater to an entirely new generation of clients who grew up with a smart phone in hand and the ability to connect with service providers anytime, from anywhere, on their own terms.

To help navigate these uncertain waters, Abby offers some helpful tips such as:

Don’t hesitate to hold their hand, and do it digitally: Younger tech-savvy clients expect a different level of service than their parents may have received.

Update your online presence - and referral approach: When someone needs a medical specialist, an attorney, or a contractor, they almost always turn to friends, family, and colleagues.

Treat the whole family as the client: For those looking to bridge the generation gap it’s crucial to treat the whole family as a client, rather than dealing with couples or individuals.

Call a meeting: This is not the time to sell everyone on you and your firm. This is about starting a conversation among the immediate family with you as the moderator, voice of reason, and helpful ear.

Make it personal: It doesn't begin and end with financial accounts – think about how to get involved in other areas of your client’s life like their estate planning, health, and legacy.

Click here to read the full article on Forbes.com

It’s important to prepare for the unexpected. Whether it’s a flood, a fire, an illness, or something else, it’s never too soon to get a plan in place. In the business section of The New York Times, Paul Sullivan wrote about planning for the unforeseen and promiently featured Everplans as a resource to help make your plans a reality.

"Even thinking about an unexpected, life-changing event can be unsettling. But death or illness can happen at any time," the article begins. "Unfortunately, people do not plan for such events. And statistically, most younger people could go years without planning and not really worry. Of course, the unexpected does happen, and without proper planning, the consequences can be magnified."

To help remedy this problem, Sullivan included the following about Everplans:

It guides users through a list of documents and discussions that need to be considered: wills, insurance, a health care directive, passwords for email and social media accounts, funeral planning. But it also has sections for storing keepsakes like family recipes or for leaving instructions about pet care or how things work in the home.

“We want to help people think of the unexpected,” said Abby Schneiderman, co-founder and co-chief executive of Everplans. “It could be anything unexpected. Natural disaster, flood, fire, illness, a death — you don’t know. The idea is: Don’t wait until it’s too late.”

The service, which costs individuals $75 a year, prods users to do more. It offers a 10-minute “just in case” plan that asks people to put down as much information as they know from memory, Ms Schneiderman said.

“We want to be a one-stop shop, but we also try to get people to take it a piece at a time,” she said. For instance, the service sends out electronic reminders to prompt users to take one more step.

Read the full article 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 September 2017.

Updates and Enhancements

  • We made a minor enhancement to the appearance of our sign up page.

Bugs Fixed

  • A small group of users were incorrectly charged our full subscription cost despite having a coupon code for a discount. This has been fixed, and all affected users have been reimbursed.
  • Some users were unable to complete items from the “Suggested Items To Add” section of the dashboard.
  • Some users were not shown the correct messaging when entering unknown URLS.
  • The Just-In-Case Letter was not downloading properly on some versions of Chrome and Safari web browsers.
  • Some users who had started creating accounts were unable to complete the process at a later date due to an incorrect link in reminder emails.

Everplans Professional

  • The link for users to create their own account has been removed from co-branded log in pages.  
  • When clients log in, their advisor’s contact information will be shown with the heading, “Your Everplans Is Provided By.” Previously it showed “Your Advisor.”

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 2017.

Updates and Enhancements

  • We added a way for Deputies to report an Everplanner’s death. When a death is reported, we’ll prevent additional changes to their Everplan and stop future billing and auto-renewal on their account.
  • If one of your Deputies has not logged in for six months, we’ll send an email nudge encouraging them to log in to make sure their credentials are up to date.
  • We’ll send some additional reminders to your Deputies who haven’t accepted their invitations.
  • We’ll send you a reminder when Deputies do not accept their invitations after some time.
  • We made some small visual enhancements to the global navigation to make it more readable.
  • Clicking “add backup email” from the Dashboard will now take you directly to the form.

Bugs Fixed

  • Some users were unable to submit payments and update credit card information. This issue was associated with some older versions of the Safari web browser.
  • Notifications that trial subscriptions were going to expire were not being sent for some time.
  • Users who did not have cookies enabled on their web browsers encountered a blank page when trying to log in or sign up.
  • Users who got logged out automatically due to inactivity were not shown an explanation.
  • Users whose names end with the letter “s” were sometimes shown grammatically incorrect punctuation.
  • Deputies of people whose subscriptions were inactive and Deputies of deceased plan holders were being prompted to log in.
  • When an error was encountered, the link directing users to the login page was broken.
  • Users were not able to upload files when they selected “Other” as a type of health insurance plan in the Health Insurance section.
  • Some users were being prompted to stay logged at an incorrect time.
  • Some users were not reminded that their session was going to expire.
  • The “Finish Setting Up Your Account” module on the Dashboard was not rendering correctly on older versions of the Safari web browser.
  • Some Everplanners were receiving notifications about pending Deputies after the Deputies accepted the invite.

Everplans Professional

  • Our Redtail integration now works for all Everplans Professional users. If you are an Advisor or an Assistant, you can push Redtail contacts to Everplans. Previously this functionality was only available to Advisors.  
  • Everplans Professional users can now add a new Household to Everplans from Redtail. Previously, only individual clients could be added.
  • Fixed: In some cases, Orion Advisor users were not able to send clients to Everplans.
  • Fixed: The Deputy of an Everplan can now accept a Household invite from the same Everplan.
  • Fixed: Some clients of Everplans Professional users were not seeing the correct firm branding on tablet and mobile views.
  • Fixed: Some clients of co-branded firms were not seeing My Plan category links on tablet and mobile views.

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.


Everplans has formed a strategic partnership with financial services company SEI; First step: Contributing to their blog to help spread the word about reaching the next generation of clients.

After speaking on a panel about how advisors should be leveraging technology to do multi-generational planning within the same family, our Co-Founder Abby Schneiderman had some major revelations.

She shared her thoughts and expertise on the SEI Investments blog in a post entitled “Life, Legacy and the Pursuit of Your Clients’ Kids.” You can read the entire post on their blog, but here are a few highlights:

After the session, an advisor approached me asking why I cared that my parents’ financial advisor had not reached out to me. He said that I almost seemed offended by it. At first, I thought it was obvious for all the reasons we had discussed during the presentation:

  • It’s important for advisors to reach out to establish a deeper client relationship
  • Using technology, like ours, can help and be an incredible facilitator
  • Helping clients get all of their affairs in order is the perfect way to establish a good relationship with your clients’ kids, who will then request the same type of planning services and be more likely become your next generation of clients

Abby admits that she was a little offended that her parents’ advisors hadn’t done a better job of creating a relationship with her, and how it could be easily remedied:

There are many ways for advisors to start engaging the next generation. We’re working really hard on building bridges and have found that a perfect way to start engaging both ends of the “generation” is by helping your clients gather all the important information their family needs for estate and legacy planning purposes.

If you can help your clients and their families talk about this together and help them get it organized, then suddenly you’re at the foundation of some really important family discussions. You’re an important bridge between multiple generations within the same family – helping to hold it all together.

Are you an SEI Advisor? Everplans has partnered with SEI to provide preferred pricing on Everplans Professional for SEI advisors. Contact us here for details.

Share Your Stories

We’re looking to gather stories about your experiences with financial advisors. Do you know who manages your parents’ finances? Have they ever reached out to you? If you’re an advisor, please share how important intergenerational planning is to you. Send all your stories here.

[via SEI]

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 2017.

Updates and Enhancements

  • Added a new dashboard module that shows what steps you still need to take to finish setting up your account. If you haven’t done so already, we’ll remind you to activate two-factor authentication, add a backup email address, and add your first Deputy.
  • Added a spiffy new payment page. It’s easier now to fill out credit card details, and we’ve simplified the language describing how the billing process works.
  • Improved the user experience for people who were unable to use the site because their email addresses were unconfirmed. You can now more easily complete this part of the account setup process…and then enjoy Everplans!
  • Improved the user experience for people who encountered technical errors while using Everplans. We now provide an error code and some helpful tips for how to resolve the issue.
  • Deputies will be notified once at the end of each week about any relevant updates a user makes to their Everplan (instead of after each update).
  • If an Everplans user is reported to us as deceased, we now ensure that the user will not be billed again, will not receive any unnecessary emails, and that Deputies will be able to have access to their Everplan for one year.
  • We also improved the photo uploader on Funeral Update so that you no longer need to have Adobe’s Flash® plugin installed.

Bugs Fixed

  • Fixed: There was a formatting issue in the signup process where the “Resend confirmation email” link was poorly positioned on mobile devices.
  • Fixed: Error messages were not displaying correctly when uploading invalid file types in the Just-In-Case Letter. Now you’ll know if the file type is no good.
  • Fixed: Some recipients of Just-In-Case Letters were getting an invalid link after downloading a letter.
  • Fixed: In some cases, birthdates were not being validated properly in Account Settings and ZIP codes were being unexpectedly removed from user profiles. This no longer happens.
  • Fixed: Another birthdate bug—some Deputies were incorrectly assigned a birthdate of Jan 1, 1901.
  • Fixed: Some Android users did not have the correct Everplans icon for their homescreen.
  • Fixed: When entering phone numbers, small icons for each country’s international code were in some cases not appearing.

Everplans Professional

  • We’ve made some changes to our automated emails about client activity.  We’ve streamlined what we send out so that we’re not cluttering your mailbox as much, and the emails that you receive will have clearer subject lines.
  • Our integration with Orion Advisor has been enhanced. You can now import a wider range of account types from Orion into Everplans when setting up client accounts.
  • If one of your clients has been reported to Everplans as deceased, we’ll now show a marker on that client’s page in your portal.
  • For data integrity purposes, we also disable editing of a deceased client’s Everplan.
  • We’ve made a minor update to our privacy notice and terms of service regarding the above two bullets.
  • Fixed: There was a formatting issue on the client list page when zero client seats were remaining.
  • Fixed: Some updates to client invitation messages were not saving correctly.
  • Fixed: There was an issue for some users who were trying to upgrade to an Advisor-sponsored Everplan from an account where they were only a Deputy to another user.

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 influential financial planning writer reports that Everplans “sets a tone” in the financial advisor/client relationship.

In the July 2017 Insider Information newsletter, Bob Veres offers an overview of Everplans in a feature entitled “Life Management Portals.” The synopsis for the article states that the “traditional client portal is morphing into something much more useful and comprehensive.”

From there, Veres takes you through our transition from “providing information and advice (which it still does, copiously) to collecting and storing personal and financial information in a convenient online format.” Here’s a concise overview of his description of our platform:

As you go at your own pace, you input information about your family, your home and other real estate ownership, vehicles, all your digital resources including passwords, medical information, your will and trusts, funeral preferences and letters to your family members after you’re gone. You can upload an unlimited number of documents. As the client fills in the various bits and pieces of their personal and financial life, at the bottom of the screen, they are constantly educated via three types of guidance materials: a checklist, a guide and an article, all color coded. Meanwhile,clients can decide which family members and/or professionals they want to share each item of information with—they’re called“deputies” in company nomenclature.

Veres also spoke with financial advisors to explain how it’s allowing them connect better with clients (“This goes well beyond having just a vault”) as well as helping them facilitate conversation that most clients typically avoid.

Instead of us recapping the whole thing, why don’t you give it a read yourself? Click here to download the PDF.

[via Bob Veres]

Here at Everplans, we’re constantly making updates in an effort to create a better user experience for each and every one of you.

We’ve been working on a new user interface, and are finally ready to show you what all the fuss is about.

Our new look contains all of the main sections of your previous Everplan, but is now easier to navigate, faster to use, and more visually appealing. Who doesn't want that?

First, our new dashboard (pictured above) contains your Just-In-Case Letter, Advisor contact information (if applicable), and suggestions to help guide you through your plan. Key resources and content are available at the bottom of the page.

As you scroll down, you can effortlessly maneuver through our resource center, because it’s right there for you! Checklists, guides, and articles, all right at your fingertips.

In an article entitled “Looking For New Clients?” the respected news source for advisors explains how Everplans Professional is a valuable business tool to maintain and grow your client base.

Writer Joel Bruckenstein explores the number of disruptions facing the advisory world when it comes to technology, lead generation, and finding new referral sources. Among the solutions he offers to keep a business on track is Everplans. Here are some of the highlights:

According to Abby Schneiderman, the co-CEO of EverPlans, there are three main reasons advisors choose to use EverPlans software with their clients. The relevant one for this conversation is that they want to do multi-generational planning.

Advisors can encourage their clients to invite their children to a multi-generational planning session, where they can see what an EverPlan looks like. The advisor can then ask the kids if they would like to have an EverPlan of their own. This establishes a relationship between the advisor and the next generation.

One can argue that this is more of an asset retention tool than a lead generation tool, but however you look at it, retaining existing assets is just as important as acquiring new ones. As is the case with the other products listed here, when clients or prospects create an EverPlan, they are prompted to share the plan with the advisor. If they do, the advisor has access to all of the information (or the portion that they are allowed to see). This can create all sorts of marketing opportunities.

To date, according to Schneiderman, more than 15% of deputies have chosen to create their own plans, so the more clients and prospects the advisor creates an EverPlan for, the more referrals they are likely to get.

Click here to read the full story.

Our latest addition to the platform that enables our pro users to cultivate new business from their existing clients.

We’re always striving to help financial advisors retain their current clients and find new ones. Network Amplifier is our latest effort to help achieve that goal. Awesome! So, how does it work? Allow us to explain in four easy steps.

1. A client designates family members or friends as "Deputies," with whom they’ll share key information from their Everplan.

deputy settings
2. After a Deputy accepts an invite and securely views the Everplan, they’ll see a branded message from the financial advisor offering them an Everplan of their own.

my everplan

3. All they have to do is click “Request Your Own Everplan” and they’ll be brought to the following page:

request for everplan

4. The advisor will then receive the following email, and just like that they have a fresh new prospect.

email offering everplan

As you can see, this allows for a seamless connection from Deputies to advisors in a warm and uniquely contextual way that facilitates multi generational planning.

Now for some facts: According to recent research conducted for Everplans by Cerulli Associates, 93 percent of advisors believe they will retain the assets of heirs when their primary client dies, yet 85 percent of children fire the financial advisor after their parent dies.

In closing: Everplans Network Amplifier offers a unique opportunity for financial advisors to grow their business by providing an opportunity to directly interact with their clients’ friends and family via our life & legacy platform. To learn more about upgrading to our newest feature, please contact your account manager or sales representative. If you’re not currently an Everplans Professional client, what are you waiting for? Click here and let’s get started.