Product Updates
Updates and upgrades to the Everplans platform.
From our Blog

Introducing Everplans For Everyone
We’re excited to give the gift of organization for life and home to more people with our new free version of Everplans. This...

Introducing The Everplans Mobile App
The Everplans app brings our stellar organizing and planning capabilities, along with our bank-level security and privacy,...

New Features on Everplans Professional Dashboard
We’re elevating Everplans Professional Dashboard to bring you the most important and relevant information.
Client Activity...

2020 Q3 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
We made several core updates to...

2020 Q2 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
We have been a little quiet here...

Import Financial Information from Your Banks
You can now import account and asset information directly into your Everplan. No more trying to remember account numbers or...

December 2019 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

September 2019 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

August 2019 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

Everplans 2.0, Major Update for 2019
Streamlined Design, Enhanced Guidance, Security Upgrades, And New Ways To Get Started
For the past several months we’ve...

June 2019 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

April 2019 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

November 2018 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

September 2018 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

August 2018 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

July 2018 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

June 2018 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

May 2018 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

Keep Things Private Until After You're Gone
Here’s a feature we know is important to many of you (though not something any of us like to think about) -- sharing...

April 2018 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

February 2018 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

January 2018 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

December 2017 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

November 2017 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

Managing Deputies Just Got Simpler
We're unveiling some updates to how you manage Deputies in Everplans.
Next time you go to the My Deputies page, you’ll...

October 2017 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

September 2017 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

August 2017 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

July 2017 Product Wrap-Up
The Everplans team regularly pushes out new product features, improvements and bug fixes.
At the end of each month, we...

Same Great Everplan Fresh New Look
Here at Everplans, we’re constantly making updates in an effort to create a better user experience for each and every one of...

New Everplans Professional Feature: Network Amplifier
Our latest addition to the platform that enables our pro users to cultivate new business from their existing clients.
We’re...

Everplans Professional: Now Available For Your Whole Team
We know that taking care of your clients' needs often requires the work of more than one person.
You can now add multiple...

Everplans Professional Launches New Collaboration Tools
Advisors on our Everplans Professional platform have been asking for one important feature: The ability to edit an Everplan...

It’s Arrived: The Ability To Add Anything To Your Everplan
Got something you'd like to include in your Everplan but can't find the right place for it? We've got you covered.
We’ve...

Everplans Now Rewards You For Referring Friends & Family
Our new referral program adds a free month to your Everplans subscription each time you get someone you care about in on the...

Release Notes: January 27, 2016
Fixed: Users with two-step verification enabled were prompted to enter a verification code on each login despite checking “...

New Planning Sections Make It Even Easier To Find Info
We’ve combed the depths of our content to make sure it’s organized in a way that makes the most sense.
We’re always...

Uploading Files To Your Everplan Just Got A Little Cooler
You can now tell what types of files you’ve added to a section of your Everplan in just a glance.
Our latest update lends a...

Check Out Our Awesome New Everplans Promo Video
Take a look at our new "Why Choose Everplans?" video and let us know what you think!
Why Choose Everplans from Everplans...

Redtail CRM Integrated With Everplans Professional
Our first financial services integration delivers streamlined end-of-life planning technology to advisors.
Everplans Pro...

Product Launch Notes: New User Wizard
We're excited to launch our New User Wizard that helps you get going on your Everplan right away after signing up.
The...

Everplans Unveils Two-Step Verification
Everplans just became even more secure.
The security standard sweeping the Internet is now part of Everplans.
What is it...

Everplans Launches Professional Platform For Advisors
Financial advisors, insurance agents, estate planning attorneys and CPAs have a new tool to share with their clients. Today...

Everplans Releases Version 2.0
Everplans has gotten an overhaul!
Our entire team has been holed up in an undisclosed location researching, refining, and...

Important Security Update Regarding "Heartbleed" Bug
You've probably heard by now about a major Internet security flaw that has the potential to affect virtually every site on...

Welcome to Everplans
Hi world,
We are excited to announce that as of November 19th, at 10:40 pm, Everplans.com has officially launched its new...
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