Everplans Professional

Everplans Professional: A collaborative Life and Legacy planning platform that enables Financial Advisors, Estate Attorneys, and other professionals to deepen client relationships and forge new ones with the next generation of clients. Featuring flexible pricing and robust functionality, we can customize a plan for everyone from sole propietors to global enterprises.

Everplans Professional

Everplans Professional

Everplans Professional: A collaborative Life and Legacy planning platform that enables Financial Advisors, Estate Attorneys, and other professionals to deepen client relationships and forge new ones with the next generation of clients. Featuring flexible pricing and robust functionality, we can customize a plan for everyone from sole proprietors to global enterprises.
Features
Comprehensive Life Planning Platform
Co-Branded Client Invitations and Onboarding
When you initiate collaboration on an Everplan with your client, the invitation includes your branding and contact information.
Co-Branded "Get It Done" Section
The Get It Done modules point users to helpful planning resources, such as preferred online legal document partners. Everplans Professional gives you control over which resources your clients see.
Content Library
Everplans has over 2,000 helpful articles that cover every aspect of planning, which you can share with your clients.
Advisor Co-Branding
You can place your photo and contact information throughout the Everplans experience for your clients so you're top of mind while they're getting a plan in place.
Industry-Leading Security
Every Everplan comes with access controls, multi-factor authentication, and bank-level security.
Program Marketing Support
Everplans provides you with onboarding support, which includes helpful marketing materials and best practices to ensure your program's success.
Client Usage Reporting
As an Everplans Professional, you have access to basic information about the progress your clients have made on their Everplan and when they last updated it.
Collaboration Access
With a clients' permission, you can manage their plan on their behalf.
Enhanced compliance features
For high-compliance environments, Everplans provides tools to align with even the most stringent requirements.
Household Planning
You can create and share a single plan among multiple people so all the vital information for that household is in one place.
Integrations
Everplans integrates with a number of third-party systems, including Redtail CRM and Orion Advisor, and we're always adding more.
Bulk Management Tools
Transfer multiple clients between advisors and import client lists directly into the Everplans system.
Unlimited Everplans
Offer Everplans to all of your clients, prospects, or clients' families without worrying about running out of Everplans to give.
Company Co-Branding
Personalize your clients' Everplans even further with custom logos, header, and footer colors to match your firm's brand.
Additional logins for staff
Everplans Premium includes additional logins for support staff to help manage your clients' Everplans.
Network Amplifier
Generate new leads by presenting your brand to your clients' Deputies and offer them the opportunity to proactively contact you for an Everplan.
Premium Content Services
Co-brand Everplans content and get access to a customized features and resources to educate and inspire your clients to create their Everplans.
Basic
Starting at
$196/mo
per advisor
Licensing fees are based on an annual commitment and payment schedule.
Comprehensive Life Planning Platform
Every Everplan includes 30 sections for clients to enter information on topics ranging from Life Insurance to Digital Accounts to Vehicles to Pets.
Co-Branded Client Invitations and Onboarding
When you initiate collaboration on an Everplan with your client, the invitation includes your branding and contact information.
Co-Branded "Get It Done" Section
The Get It Done modules point users to helpful planning resources, such as preferred online legal document partners. Everplans Professional gives you control over which resources your clients see.
Content Library
Everplans has over 2,000 helpful articles that cover every aspect of planning, which you can share with your clients.
Advisor Co-Branding
You can place your photo and contact information throughout the Everplans experience for your clients so you're top of mind while they're getting a plan in place.
Industry-Leading Security
Every Everplan comes with access controls, multi-factor authentication, and bank-level security.
Program Marketing Support
Everplans provides you with onboarding support, which includes helpful marketing materials and best practices to ensure your program's success.
Client Usage Reporting
As an Everplans Professional, you have access to basic information about the progress your clients have made on their Everplan and when they last updated it.
Collaboration Access
With a clients' permission, you can manage their plan on their behalf.
Enhanced compliance features
For high-compliance environments, Everplans provides tools to align with even the most stringent requirements.
Household Planning
You can create and share a single plan among multiple people so all the vital information for that household is in one place.
Integrations
Everplans integrates with a number of third-party systems, including Redtail CRM and Orion Advisor, and we're always adding more.
Bulk Management Tools
Transfer multiple clients between advisors and import client lists directly into the Everplans system.
Unlimited Everplans
Offer Everplans to all of your clients, prospects, or clients' families without worrying about running out of Everplans to give.
Personalize your clients' Everplans even further with custom logos, header, and footer colors to match your firm's brand.
Everplans Premium includes additional logins for support staff to help manage your clients' Everplans.
Generate new leads by presenting your brand to your clients' Deputies and offer them the opportunity to proactively contact you for an Everplan.
Co-brand Everplans content and get access to a customized features and resources to educate and inspire your clients to create their Everplans.
Get Started
See Features
Premium
Starting at
$292/mo
per advisor
Licensing fees are based on an annual commitment and payment schedule.
Comprehensive Life Planning Platform
Every Everplan includes 30 sections for clients to enter information on topics ranging from Life Insurance to Digital Accounts to Vehicles to Pets.
Co-Branded Client Invitations and Onboarding
When you initiate collaboration on an Everplan with your client, the invitation includes your branding and contact information.
Co-Branded "Get It Done" Section
The Get It Done modules point users to helpful planning resources, such as preferred online legal document partners. Everplans Professional gives you control over which resources your clients see.
Content Library
Everplans has over 2,000 helpful articles that cover every aspect of planning, which you can share with your clients.
Advisor Co-Branding
You can place your photo and contact information throughout the Everplans experience for your clients so you're top of mind while they're getting a plan in place.
Industry-Leading Security
Every Everplan comes with access controls, multi-factor authentication, and bank-level security.
Program Marketing Support
Everplans provides you with onboarding support, which includes helpful marketing materials and best practices to ensure your program's success.
Client Usage Reporting
As an Everplans Professional, you have access to basic information about the progress your clients have made on their Everplan and when they last updated it.
Collaboration Access
With a clients' permission, you can manage their plan on their behalf.
Enhanced compliance features
For high-compliance environments, Everplans provides tools to align with even the most stringent requirements.
Household Planning
You can create and share a single plan among multiple people so all the vital information for that household is in one place.
Integrations
Everplans integrates with a number of third-party systems, including Redtail CRM and Orion Advisor, and we're always adding more.
Bulk Management Tools
Transfer multiple clients between advisors and import client lists directly into the Everplans system.
Unlimited Everplans
Offer Everplans to all of your clients, prospects, or clients' families without worrying about running out of Everplans to give.
Company Co-Branding
Personalize your clients' Everplans even further with custom logos, header, and footer colors to match your firm's brand.
Additional logins for staff
Everplans Premium includes additional logins for support staff to help manage your clients' Everplans.
Network Amplifier
Generate new leads by presenting your brand to your clients' Deputies and offer them the opportunity to proactively contact you for an Everplan.
Premium Content Services
Co-brand Everplans content and get access to a customized features and resources to educate and inspire your clients to create their Everplans.
Get Started
See Features
Enterprise and Team Pricing
Call For A Quote
Contact us for pricing for small teams and Enterprise.
Get A Quote

Schedule a Demo

Discover how hundreds of professionals use Everplans to enhance their clients' experience

Frequently asked questions
We've Got Answers
What is an Everplan?
An Everplan is a secure, digital archive of everything your loved ones will need should something happen to you. An Everplan contains legal documents, account information, important passwords, end-of-life wishes, information about your house, emergency contacts, health information, and more.
Who is Everplans?
Everplans is a five-year-old company on a mission to ensure that everyone has a plan in place.
How does Everplans help advisors grow and retain AUM?
By using the Everplans platform, advisors are able to uncover the things that matter the most in their clients' lives and uncover gaps in their clients' planning. Everplans leads advisors to develop a deeper and more holistic connections with their clients and their families leading to stronger more sustainable relationships.
How does Everplans help an advisor connect with the next generation of wealth?
Everyone who has an Everplan is strongly encouraged to share their plan with "Deputies." These are important people whom your client trusts implicitly with their information. As your client’s trusted advisor, this creates unique opportunities to connect with spouses, adult children, and other family members, generating new leads into the next generation of clients.
What is "Network Amplifier?"
Everplans has created a thoughtful branding throughout the Deputy experience to provide easy introductions to the people that matter the most to your clients. A big aspect of this approach is the Network Amplfier, a mechanism designed to brand the advisor to the next generation and foster organic introductions to the client’s inner most circle.
How secure is Everplans?
Everplans uses bank-level AES-256 encryption, SSL using 2048-bit certificates and other industry-leading security technology to guard data. We encrypt every single personally identifiable field in the database, including your name and email address, and we regularly audit our environments and code for security issues.
Does Everplans offer support for advisors and clients?
Everplans has a dedicated customer success team that is there with you every step of the way. Our onboarding process includes webinars for your staff and for your clients, comprehensive materials you can use, and ongoing support available by phone, email, and chat.
View help center