Site News & Updates

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!

Bang Bang (n): 

When you go out to eat, eat a full meal, then go to another place and eat another full meal. 

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. 

The Everplans Team made quite the showing this Halloween.

Abby went incognito as a Lego Vampire.

Adam made woosh noises as Everman.

Warren did Bernie Sanders justice.

Ammon went full Book of Mormon.

Yaniv channeled his inner animal.

Peter channeled Yaniv.

Bernie caused confusion with corporate jargon.

And the rest of us just kinda showed up.

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."

In the September, 2015 Kiplinger's Retirement Report, Everplans received mention in an article entitled "Young Entrepreneurs Fill Need in Senior Market."

The best intentions don't always translate into action when it comes to end-of-life planning according to research released today by Everplans.

We conducted two independent studies throughout the course of June 2014 using Harris Poll and market research firm Ask Your Target Market to learn as much as we could about people's views towards getting a plan in place for themselves and their families. In total, 2,500 people were surveyed. The research suggests the biggest barrier to action isn’t consumer awareness of the importance of these plans, but rather, the lack of access to a simple, easy way to put all these plans in place. Everplans, which is the leading online service that gives financial professionals the tools they need to help their clients organize, store, and securely share all their legal, financial, healthcare, personal, and digital estate planning, is working to change that.