We stand with our community in response to COVID-19.
Organize and share your most critical information using the free Everplans Just-In-Case List
Get Started Today
Skip to main content
Individuals & Families
Resources & Guides
Health & Medical
Settling An Estate
View all »
Start Planning Now!
Checklists & Worksheets
Site News & Updates
Clear out the clutter and get everything you need to in order. Here's how!
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 that will help you leave behind the lessons, tips and knowledge you'd like.
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 2020
Resolutions that can actually last a lifetime.
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...
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...
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...
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...
Important Document Cheat Sheet: Five Tips To Get You Started
Get organized quick to avoid a hoarder scenario.
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.
Organize The Most Important Aspects Of Your Medical History
You don’t have to get too personal or specific to be extremely helpful.
5 Tips For Helping Your Aging Parents Get Organized
A combination of careful planning and tough decisions make all the difference.
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,...
Health & Medical
Settling An Estate
Power Of Attorney
Grief Support & Loss
Learn About Everplans
DNR (Do Not Resuscitate)