Product Updates

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

The Everplans team regularly pushes out new product features, improvements and bug fixes. We made several core updates to...

The Everplans team regularly pushes out new product features, improvements and bug fixes. We have been a little quiet here...

You can now import account and asset information directly into your Everplan. No more trying to remember account numbers or...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

Streamlined Design, Enhanced Guidance, Security Upgrades, And New Ways To Get Started For the past several months we’ve...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

Here’s a feature we know is important to many of you (though not something any of us like to think about) -- sharing...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

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

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

The Everplans team regularly pushes out new product features, improvements and bug fixes. At the end of each month, we...

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

Our latest addition to the platform that enables our pro users to cultivate new business from their existing clients. We’re...

We know that taking care of your clients' needs often requires the work of more than one person. You can now add multiple...

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

Our new referral program adds a free month to your Everplans subscription each time you get someone you care about in on the...

Fixed: Users with two-step verification enabled were prompted to enter a verification code on each login despite checking “...

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...

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...

Take a look at our new "Why Choose Everplans?" video and let us know what you think! Why Choose Everplans from Everplans...

Our first financial services integration delivers streamlined end-of-life planning technology to advisors. Everplans Pro...

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

Everplans just became even more secure. The security standard sweeping the Internet is now part of Everplans. What is it...

Financial advisors, insurance agents, estate planning attorneys and CPAs have a new tool to share with their clients. Today...

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

You've probably heard by now about a major Internet security flaw that has the potential to affect virtually every site on...

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