From product announcements to guacamole contests, welcome to the wonderful world of Everplans.
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 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.
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.
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:
According to a Pew Research Center study as reported by Yahoo Finance in conjunction with US News & World Report, people aged 65 and up are using the internet in higher numbers than than ever before -- a trend that’s expected to continue as all of our lives become increasingly digital.
To aid in the great digital shift, Yahoo lists the top 10 essential tech tools for older adults. Recommended gadgets include fitness trackers, medication monitors, smartphones/watches, and transportation apps.
The best part, at least for us, is that Everplans is named among those tools:
Online Estate Repository: “The online service Everplans is one option for creating a digital archive that includes wills, trust, passwords, advance directives, information about your home and more, with options to share information with family members.”
[via Yahoo! Finance]
Our latest update lends a visual hand to your uploaded files that makes it so much easier to tell what’s there.
Why Choose Everplans from Everplans on Vimeo.
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.
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.
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!
While it may have its origins in Louis C.K.’s show, Louie, the fully-realized Bang Bang may not have happened in real life until October 30th, 2015.
