Site News & Updates

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.

Finally, an end-of-year list that has nothing to do with Star Wars. (Not that Star Wars isn't great, but enough already.)

As we close out 2015, we wanted to take a look back on some of the stories and features we ran this past year that might bring knowledge to your brain, goosebumps to your skin, or a smile to your face.

We’ve combed the depths of our content to make sure it’s organized in a way that makes the most sense.

Smartbelts and cow skulls and De Niro. Oh my!

We asked everyone on the Everplans Team to share the one gift they want most for the holidays. The list turned out a bit nerdy, a tad quirky, and collectively cool -- just like us.

Ammon wants a Pyro Fireshooter so he can spew fireballs as much as he puns.

Buy it

The renowned publication preaches the value of Digital Estates and how Everplans can help.

U.S. News & World Report has emphasized the growing need to take your Digital Estate into account when planning, and guess who they named as one of the go-to sources? Ok, you don't have to guess. It's us.

In the November 2015 Kiplinger's Retirement Report, Everplans is named one of the best sites to store estate planning documents.

Kiplinger, a leading personal finance and business publisher, recently named Everplans among the best sites for storing and sharing estate planning documents -- and we couldn’t be more thrilled.

The article highlights the usefulness of Everplans beyond end-of-life planning, and features quotes from our very own Abby Schneiderman:

Take a look at our new "Why Choose Everplans?" video and let us know what you think!

Why Choose Everplans from Everplans on Vimeo.

Our first financial services integration delivers streamlined end-of-life planning technology to advisors.

Everplans Pro users can now securely import their entire client list into our platform with a few simple clicks thanks to our integration with Redtail Technology’s customer relationship management software. This is just another way we’re helping financial planning professional build deeper, lasting relationships with their clients.

Why'd We Do It?

Many of our Everplans Pro users have a hundred or more clients. Prior to this integration, the only way to enter clients into the system was to either do it manually one-by-one, or use a not-so-intuitive spreadsheet import. By leveraging the Redtail API we can securely import thefull roster of clients and eliminate a barrier in getting started.

What's Next?

This is our first step with integrations, and we’re just getting warmed up. We have plans to do similar integrations with other CRM platforms to better facilitate client import and implement single sign-on. We're also listening to the feedback professional users offer to add other valuable features that will help them streamline their workflow to help all their clients get a plan in place. Stay tuned!