Get Organized
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Task: Tell Someone Your Plan Exists And How To Access It
If you never tell anyone about the plans you created, it can be as if you’ve never done any planning at all.
Task: Routine Maintenance: Know When To Update Your Plan
Your plan is alive.
Task: Learn Funeral Prepayment Options
This last task might seem a little long, but we cover a lot of ground about a very important and helpful topic: Paying for your...
Task: What To Know If You Opt For Cremation
Currently, the National Funeral Directors Association reports more than half of Americans opt for cremation, and this is expected...
Task: Learn How To Plan a Traditional Funeral & Burial
If you’re going the traditional funeral and burial route it requires the most coordination so everything goes according to plan.
Task: Make The Biggest Funeral Decision You Have To Make
We’ve reached the tasks where we start covering a topic many might find heavy, even though it’s inevitable: Your funeral.
Task: Record Legacy Videos For Loved Ones
Over the past year many of us were forced to become familiar with being on video to stay in touch with co-workers, friends, and...
Task: Write Legacy Letters To Important People In Your Life
Writing the perfect letters to your kids, grandkids, best friends, and people who made the biggest impact on your life could be...
Task: Compile A Genealogy & Family History
Keep your family tree alive and healthy by sharing details and brief stories.
Task: Create Your Ethical Will
Think of all the personal lessons, tips, and knowledge you would like to leave behind, whether it’s information about family...
Task: Allocating Personal Possessions & Heirlooms
Meaningful heirlooms and keepsakes can mistakenly be tossed in a donation bin or the trash if you don’t share the stories behind...
Task: Organize Your Favorite Personal And Family Recipes
Cooking family recipes transport you back in time with smells, tastes, and memories.
Task: Sort And Organize Your Physical & Antique Photos
Even though we live in a world of digital photos (see that task here), every family still has some good old-fashioned prints.
Task: A System For Sorting And Organizing Your Digital Photo
We all have way too many photos and here’s how to get them under control.
Task: Organizing Your Small Business Or Side Gig
Maybe you sell on eBay or Etsy, baked goods at the weekend flea market, drive for Uber, or rent out a spare room on Airbnb....
Task: Making Eldercare Decisions (Before You Need To)
Eldercare can be a difficult topic to think about because you have to guess what future you might need.
Task: Naming A Digital Executor
Once you’re done organizing and providing instructions for all the digital accounts and files that matter, you need someone who’...
Task: Physical Files: Backups & Hard Drives
Almost everyone uses the cloud to backup files now, but it used to be standard, and still is for many, to use a physical hard...
Task: Digital Services: Messaging & Video Conferencing
What do you want done with all the texts and messages you ever sent?
Task: Digital Accounts: Health & Fitness & Wellness
Before we dive into digital health and fitness accounts, please note: You don’t want to include healthcare or prescription...
Task: Digital Accounts: Travel & Transportation & Ticketing
It might be hard to think of travel at this moment in time, but let’s be positive and look ahead.
Task: Digital Accounts: Food, Delivery, Task-based Services
Accounts that are shared among the family for food deliveries or groceries require someone else to become the main food master...
Task: Digital Services: Web Hosting, Blogging, and Software
If you’re smart enough to buy domains and set up a site through Bluehost, Godaddy, Web.com, Squarespace, or Wix, you’re smart...
Task: Digital Services: Streaming: Music/Movies/TV/Gaming
Netflix, Hulu, HBO Max, Disney+, and so many more of these services are regularly shared among family and friends making these...
Task: Digital Accounts: Cloud-based Storage
Before Amazon, Apple, Google, and Microsoft got into the storage game, there were much more of these.
Task: Digital Accounts: Shopping & Payment/Money Management
In terms of getting a Digital Estate Plan in together, think of this question: How do you spend or manage money online?
Task: Digital Accounts: Email & Social Media
If you already use one of the main providers we already mentioned in a previous task: Gmail, Apple, Microsoft, then you’re ahead...
Task: Digital Accounts: Microsoft
Microsoft might not be happy following Apple, which was a previous task, but they’re still doing just fine, mainly because more...
Task: Digital Accounts: Apple
As one of the most valuable companies on the planet, Apple has created its own world of products that work well together from...
Task: Digital Accounts: Amazon
What started as a place to buy books in 1994 has become a superstore behemoth with more than 100 million Prime members.
Task: Digital Accounts: Facebook
There are other more important services than Facebook, but with 2.41 billion users -- many of them even real humans -- it carries...
Task: Digital Accounts: Google
Remember when you first heard the word “Google” and how ridiculous it sounded? Now, it’s baffling how much we depend on it for...
Task: Digital Estate Plan Overview
One of the first tasks we talked about was the importance of sharing Passwords and Codes. Now we’re ready to cover the accounts...
Task: Animal Instincts: Getting A Pet Plan In Place
For many, their pets are an integral part of the family that have very particular operating instructions.
Task: Parental Guidance: Caring For Your Folks
When the roles reverse for a person and they’re suddenly the caregiver to a parent, it can be tough on many levels.
Task: Not Kidding Around: Organizing Your Little Ones
These tasks are mostly geared toward helping you get organized, now it’s time to focus on getting your kids details in order,...
In Case you Get Hit by a Bus - TEST REDEEM
Intro Text Here
Task: Letter of Last Instructions
This task allows you to add a personal touch to legal documents, which tend to be black and white (literally and figuratively)....
Task: An Overview Of Creating A Trust
We’re going to try and make the concept of a Trust as easy to understand as possible, but to be honest, they can be quite...
Task: Naming A Power Of Attorney (POA)
This task tackles another pillar of planning and, unlike its name, is much less intimidating than it sounds.
Task: Getting Your Will On Paper
Once you’ve made all the decisions we laid out for you -- allocating your assets and naming a guardian, and choosing an executor...
Task: Your Will Part 3: Naming An Executor
This person is responsible for paying any debts or taxes on behalf of your estate and making sure the people who are supposed to...
Task: Your Will Part 2: Naming A Guardian
This aspect of creating a Will is for people who have underage children or are in charge of the care of a special needs adult. If...
Task: Your Will Part 1: The Possessions
It’s time to tackle your Will, which we’re splitting into four tasks to help demystify the process.
Task: Get The Details About Your Car Together
Some people view these as modes of transportation, others see them as as metallic members of the family.
Task: Do You Have A Storage Facility?
When you have too much stuff that you’re not ready to get rid of, or if you’re in the process of moving or downsizing, you might...
Download The Ethical Will
Download Everplans' free Ethical Will (aka Spill Your Life) to easily communicate your values, experiences, and life lessons to...
Task: Finalize Your Home Operating System
If you followed the previous tasks you’ve already taken a tour of your home and written down a bunch of notes. Now it’s time to...
Task: Create A Home Operating System Part 6: Take It Outside
The final task in completing your Home Operating System allows you to get some fresh air.
Task: Create A Home Operating System Part 5: Going Upstairs
If you live in a ranch style home, or a one-floor apartment or condo, use your imagination and focus on where you sleep, do your...
Task: Create A Home Operating System Part 4: Main Floor
Here we examine the areas where we eat and then pass out in front of the TV after eating too much.
Task: Create A Home Operating System Part 3: Basement
Be sure to turn on the light so you don’t trip on the bottom step. See, we’re already helping you think about what to include...
Task: Home Operating System Part 2: Security & Automation
Security used to be a lock and key. Now it’s gotten a bit more complicated.
Task: Create A Home Operating System Part 1: Common Areas
If you’re in charge of all the moving parts of your home, what would everyone else do without you? If someone else is responsible...
Download the Essential Planning Checklist
Download Everplans' free Essentials Planning Checklist to identify and organize critical contacts, documents, and other vital...
Quiz: What Type Of Funeral Is Right For You?
Burial or cremation? Traditional or completely different? It's all good as long as it reflects who you are and how you'd like to...
Quiz: Are You A Planning Ninja?
Or are you a total mess? Take this quiz and find out.
Task: Start To Expect Your Unexpected Bills
Our lives are packed with bills we know are coming, but then there are ones that can appear out of nowhere.
Task: Get A Handle On The Rest Of Your Recurring Bills
One common denominator among all bills is everyone has too many of them.
Task: Organize Your Home Utilities
Check out this short video from Everplans co-CEO Abby Schneiderman about the importance of organizing your home utilities.
Task: Find All Your IDs & Vital Documents
Check out this short video from Everplans co-CEO Abby Schneiderman to organize your IDs and vital documents.
Task: Organize Your Home & Vehicle Maintenance Contacts
Check out this short video from Everplans co-CEO Adam Seifer and start organizing your home's critical emergency contacts.
Task: Clean Up Your Phone Contacts
We’re all familiar with naming an emergency contact if something happens, but not all emergencies in life are the same.
An Encouraging To-Do List For Getting Organized In 2021
Resolutions that can actually last a lifetime.
Organize The Most Important Aspects Of Your Medical History
You don’t have to get too personal or specific to be extremely helpful.
Estate Planning Documents You Need To Organize and Share
Your estate planning documents will be essential in the settling of your estate, including getting through probate. By organizing...
Locating Important Documents, Files, And Account Information
Before you begin settling the estate and sorting out the affairs of the person who died, you’ll want to collect some key...
How To Organize All Your Digital Property and Assets
Digital estate planning is the process of organizing your digital property and assets and making arrangements for what should...
All You Need To Know About Organizing Important Documents
Our endgame is simple: Make all the paperwork in your life manageable so you don’t overwhelm the people you leave behind.
Checklist: Documents To Organize And Share
Here are some of the essential documents, accounts, and types of information to organize and put in your Everplan.
Securely Store And Share Your Information And Documents
Organizing and securely storing your financial and legal documents, estate planning documents, personal information, and online...
How To Eliminate All The Skeletons In Your Closet
Questionable browser history, racy photographs, and private health conditions are just a few posthumous scandals you might want...
Important Document Cheat Sheet: Five Tips To Get You Started
Get organized quick to avoid a hoarder scenario.
5 Tips For Helping Your Aging Parents Get Organized
A combination of careful planning and tough decisions make all the difference.
5 Reasons Millennials Should Start Planning Now
From exotic travels to cuddly animals, there’s plenty to prepare for.
How To Organize All Your Personal Information
There are so many little pieces that make up your entire life. Here’s how you gather it all up into a neatly organized stack of...
Information About Your Home You Need To Get Organized
Homes don’t run themselves...but how cool would it be if they did? (They don’t, so you need to read this article.)
Information About Your Vehicles You Need To Organize
Whether you only use your car for transportation, or treat it like a member of the family, it’s a valuable asset that requires...
Keep All Your Financial Accounts & Assets Neatly Organized
Don’t let disorganization become one of your biggest money problems.
Why You Need to Share Important Documents
By planning and organizing now you can relieve huge burden by helping your family easily settle your estate, pay required taxes,...
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