Flexible Pricing for Your Firm

Flexible Pricing For Your Firm

With flexible pricing and robust functionality, we can customize a plan for everyone from sole proprietors to large firms.

Basic

Starting at:

$196/mo per advisor


Give Everplans to an unlimited number clients

Track client usage and progress

Starter cobranding for advisors

CRM integrations for easy data import


View all features

Premium

Starting at:

$292/mo per advisor


All basic features plus:

Enhanced cobranding with firm logos and color schemes

Premium content services

Additional logins for staff

Enhanced marketing platform


View all features

Schedule a Demo

Discover how hundreds of professionals use Everplans to enhance their clients' experience

Frequently asked questions
We've Got Answers
What is an Everplan?
An Everplan is a secure, digital archive of everything your loved ones will need should something happen to you. An Everplan contains legal documents, account information, important passwords, end-of-life wishes, information about your house, emergency contacts, health information, and more.
Who is Everplans?
Everplans is a five-year-old company on a mission to ensure that everyone has a plan in place.
How does Everplans help advisors grow and retain AUM?
By using the Everplans platform, advisors are able to uncover the things that matter the most in their clients' lives and uncover gaps in their clients' planning. Everplans leads advisors to develop a deeper and more holistic connections with their clients and their families leading to stronger more sustainable relationships.
How does Everplans help an advisor connect with the next generation of wealth?
Everyone who has an Everplan is strongly encouraged to share their plan with "Deputies." These are important people whom your client trusts implicitly with their information. As your client’s trusted advisor, this creates unique opportunities to connect with spouses, adult children, and other family members, generating new leads into the next generation of clients.
What is "Network Amplifier?"
Everplans has created a thoughtful branding throughout the Deputy experience to provide easy introductions to the people that matter the most to your clients. A big aspect of this approach is the Network Amplfier, a mechanism designed to brand the advisor to the next generation and foster organic introductions to the client’s inner most circle.
How secure is Everplans?
Everplans uses bank-level AES-256 encryption, SSL using 2048-bit certificates and other industry-leading security technology to guard data. We encrypt every single personally identifiable field in the database, including your name and email address, and we regularly audit our environments and code for security issues.
Does Everplans offer support for advisors and clients?
Everplans has a dedicated customer success team that is there with you every step of the way. Our onboarding process includes webinars for your staff and for your clients, comprehensive materials you can use, and ongoing support available by phone, email, and chat.
View help center