Watch our quick video, which offers a brief overview of the process of creating an Everplan and what to expect once you get started.
1. Tell Us A Little About You
In an effort to personalize your Everplan we give you a bunch of scenarios. For example: “I recently had a child,” “I’m about to have surgery,” or “I’m caring for my aging parents.” We also have generic choices like “I need to get organized but don’t know where to start” and “I don’t know why I’m here.”
2. Take Our Assessment
Here’s where we ask some more specific questions about the planning you’ve done and gather some more information about you.
Don’t worry if you haven’t done anything yet. Most people haven’t, which is why we created Everplans in the first place. The fact that you’re doing it now is what’s important.
3. Confirm Your Email
Since we’re asking personal questions, and you’re taking your time to answer those questions, we want to make sure all this information is saved and your account is set up right. So please make sure to check your email and click on the link to confirm your email address.
After you’ve confirmed your account, we ask you to answer a few remaining questions before we use our algorithm to design custom To-Do’s for you based on your specific life situation.
4. Visit Your Dashboard
This is where the magic begins to happen. Can’t you feel it? (No? Well, give it some time because we know it’s there.)
Your Command Center is broken into three parts:
This is where you see your checklist with all the things that make up a complete Everplan. Sections include Personal, Health, Financial/Legal, Eldercare and Death. Click on any of the items and starting filling in your information. You can also find your specific “To-Do Next” on the page, which is where we offer suggestions on where you should get started.
This is your plan.
It’s easily organized by section -- Personal, Health, Financial/Legal, Eldercare, Death -- allowing you to print and share all the elements of your plan as you desire. You can even add a cover photo of something meaningful to you to always remind yourself why you’re doing this in the first place.
This is where you manage your settings, the most important being who you want to have access to your Plan (we’ll go into more detail below). You can also edit your profile (example: update email, add or change family members) and manage your reminders.
Like we said, the most important part is sharing...
5. Choose Deputies And Share Your Plan
We’ve saved the most important part for last. As you’re doing your Everplan you’ll notice us bugging you to “Choose Deputies” over and over again. There’s a reason we’re so persistent: An Everplan is meaningless unless you share it with another person.
A Deputy is a person you share your Plan with. You choose what you want to share. It could be everything, it could be specific things, it could be nothing. You also choose what they see while you’re alive and what they’ll have access to when you’re gone. You can add and delete Deputies as frequently as you choose.
The whole point of our site is to make sure your family, friends and loved ones can manage all the stuff you leave behind. From serious aspects like “Where is your Will and Life Insurance Policy?” and “Do you want to be Buried or Cremated” to smaller bits that will help ease the burden like “Where do you keep your Social Security Card” and “What’s the name and number of the cleaning service?”
Ideally, you should pick a person you trust with your life. It may sound dramatic, but this is serious business and you need someone who will take this 100-percent seriously.
We know filling in all of the information is going to take some time. It doesn’t have to be completed in one sitting. If you don’t have the required documents or information handy, you can always go back to that section whenever you want. We also offer helpful tips and links throughout to help you from getting stuck.