Site News & Updates

To put it plainly: we brought the cool.

Last week marked Everplans’ second trip to Orlando, this time to attend the Heckerling Institute on Estate Planning, the leading continuing education program for estate planners, attorneys, trust officers, accountants, and so many others.

As the only technology startup in attendance, we drew considerable interest from a variety of top-tier attorneys and financial professionals. We may have lured them in with the free phone chargers and handy trinkets, but they stayed for the demos and conversation.

We’re so happy to be named as one of the “5 adviser tech trends that will define 2016” by Investment News!

Here are the five trends they cite:

• More Virtual Meetings
• Small Data Before Big Data
• More Digital Storage
• Mobile Strategy
• Robos Hit Higher Assets

Everplans is listed as the digital storage solution; here’s what they had to say about what our professional platform has to offer:

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: