From product announcements to guacamole contests, welcome to the wonderful world of Everplans.
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.
We're excited to launch our New User Wizard that helps you get going on your Everplan right away after signing up.
The Wizard starts by walking you through getting your first important piece of information into your plan and then it shows you how to get your plan shared with someone you trust.
We're hoping it will be a great way to help build some momentum for new users - we want everyone to experience that great feeling you get when you know you've given someone in your family access to your wishes and plans.
On October 5, 2015 California Govenor Jerry Brown signed Bill ABx2 15 titled "End of Life Option Act" into law, which gives terminally ill patients the option to end their own life. One of the key points:
An adult who meets certain qualifications, and who has been determined by his or her attending physician to be suffering from a terminal disease, as defined, to make a request for a drug prescribed pursuant to these provisions for the purpose of ending his or her life.
The Bill takes measures to shield those involved from civil or criminal liability "solely because the person was present when the qualified individual self-administered the drug, or the person assisted the qualified individual by preparing the aid-in-dying drug so long as the person did not assist with the ingestion of the drug."
