Everplans
Everplans helps individuals and families organize important household information, documents, and personal decisions, then share selected information securel…
What Everplans is
Everplans helps individuals and families organize important household information, documents, and personal decisions, then share selected information securely with trusted people called Deputies. Its planning system guides users through bite-size tasks, and the free plan includes algorithm-led guidance, a content library, and storage for up to three items. Premium costs $99.99 a year and adds unlimited items, premium content, specialized checklists, and secure sharing.
Everplans says it sends reminders and alerts about important dates. Its iOS app supports Face ID or Touch ID, importing phone contacts, uploading documents, and scanning key information from IDs. Premium users can import basic financial account details through Plaid, but balances are not imported and some institutions or accounts are unsupported. The mobile app does not support billing-detail management, Plaid financial imports, or reporting an Everplanner as deceased. Everplans says stored data uses public/private key and AES256 encryption with unique keys for each user and Everplan, while communications use SSL with 2048-bit certificates. It says it is HIPAA compliant and has undergone a SOC 2 Type II examination. The service is available on web and iOS and also offers a web-based professional solution for financial advisors. Everplans says it is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm.
Good
- Free plan includes algorithm-led planning guidance.
- Premium allows unlimited items and secure sharing with Deputies.
- iOS app supports document uploads and ID information scanning.
- Reminders and alerts cover important dates.
- Available on web and iOS.
Watch out
- Free plan stores up to three items.
- Premium financial imports do not include balances.
- Some financial institutions or accounts are unsupported.
- Mobile app lacks billing management and Plaid imports.
Who it suits
Everplans suits individuals and families who want to organize household documents, information, and personal decisions in one place. Financial advisors can access Everplans Professional on the web, while individuals can use the iOS app for personal Everplan tasks.
Verdict
Pick Everplans if you want guided organization of household information and a way to share selected material with trusted Deputies. The free plan is limited to three items; Premium at $99.99 a year provides unlimited items and secure sharing, while its mobile app excludes several account-management tasks.
Plans and prices
From Everplans's own pricing page, checked 7 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Everplans - Free | Free | Store up to 3 items · Smart, algorithm-led guidance · Content library · iOS app |
| Everplans Free | Free | Up to 3 items · smart guidance · content library · iOS app |
| Everplans Premium | $99.99 a year | Unlimited items · premium content and checklists · secure sharing · financial-data import · $99.99/year |
The facts
Each one read from Everplans's own pages, with the date it was checked.
What it does
- Acquisition
- Everplans states that Precoa acquired it in October 2024 and that it continues as a standalone wholly owned subsidiary.checked 15 Oct 2001
- Advisor collaboration
- Everplans Professional lets advisors request permission to edit selected client sections or an entire Everplan, including uploading documents and changing data.checked 15 Oct 2001
- Compliance
- Everplans states that it is HIPAA compliant and has completed a SOC 2 Type II examination.checked 15 Oct 2001
- Content
- The free plan includes a content library, while Premium includes premium content and specialized checklists.checked 7 Oct 2001
- Developer documentation
- The public help center lists no API, SDK or developer-documentation section; its technical help is user-facing support content.checked 15 Oct 2001
- Encryption
- Everplans says data at rest uses public/private key and AES256 encryption with unique keys for each user and Everplan, and communications use SSL with 2048-bit certificates.checked 7 Oct 2001
- Financial import
- Everplans can import account names, institutions, account types and account-number digits through Plaid, but it does not import balances.checked 15 Oct 2001
- Financial integration
- Premium users can import basic financial account details through Plaid, but balances are not imported and not all institutions or accounts are supported.checked 7 Oct 2001
- Founders
- Abby Schneiderman and Adam Seifer are identified as Everplans co-founders.checked 15 Oct 2001
- Funding
- A 2014 Everplans release said the company had raised more than $3.45 million in seed funding, including a $2.075 million round.checked 15 Oct 2001
- Funding and users
- TechCrunch reported in December 2014 that Everplans had about 10,000 users and $6.2 million in total financing.checked 15 Oct 2001
- Guidance
- Its planning workflow uses personalized step-by-step guidance, short tasks and checklists to help users complete an Everplan.checked 15 Oct 2001
- Independent survey rating
- The 2021 T3 Inside Information survey reported EverPlans at 6.96 out of 10 average rating among estate-planning tools, with 1.96% market share.checked 15 Oct 2001
- Integration
- A Redtail CRM integration used the Redtail API to import advisor client rosters into Everplans Professional.checked 15 Oct 2001
- Intended users
- Everplans describes its service as helping individuals and families organize household and life information, and also offers a business solution for financial advisors.checked 7 Oct 2001
- Legal entity
- The terms identify the service operator as Beyondly, Inc., while the Apple listing identifies the seller as Beyondly Inc.checked 15 Oct 2001
- License
- Everplans is proprietary software; its terms grant users a limited, non-transferable license to use the service and identify Everplans content and software as proprietary.checked 15 Oct 2001
- Limit: iPad usability
- Multiple App Store reviewers complain that the iPad app is only an enlarged iPhone layout and lacks a full-screen tablet interface.checked 15 Oct 2001
- Limit: Trustpilot complaint
- The sole Trustpilot reviewer alleged that website claims were used to upsell a book and called the experience misleading.checked 15 Oct 2001
Where it runs
- Android availability
- Everplans states that its mobile app is currently limited to customers using Apple’s US App Store and does not support Android phones.checked 15 Oct 2001
- App changelog
- The iOS release history lists version 7.1 with a co-branded enterprise experience and version 7.0 with authenticator-app two-factor authentication.checked 15 Oct 2001
- iOS app
- The iOS app supports Face ID or Touch ID, phone contact imports, document uploads, and scanning key information from IDs.checked 7 Oct 2001
- Mobile app
- The iOS app supports vault management and sharing, contact import, ID scanning, direct uploads and file previews.checked 15 Oct 2001
The company
- Company size
- LinkedIn lists Everplans as a privately held New York company with 11–50 employees.checked 15 Oct 2001
The full review of Everplans
Everplans suits individuals and families who want structured help gathering household information and preparing it for trusted people. Its combination of guided tasks, document storage and selective sharing makes it more than a will-writing tool, though the free tier’s three-item ceiling is restrictive for a lasting archive.
Overview
Everplans organizes important information, documents and personal decisions in one place. Its smart planning system breaks preparation into bite-size tasks, while reminders and alerts can call attention to important dates. Users can securely share selected material with trusted people called Deputies, giving the service a practical role in household planning as well as estate preparation.
Everplans says it is not a licensed healthcare provider, medical professional, law firm or financial advisory firm. Its guidance can help users organize their affairs, but it is not professional advice.
Key features
Guided preparation and content
Algorithm-led guidance and a content library are included on the free plan, so users can begin organizing without a subscription. Premium adds specialized checklists and premium content, a more useful fit for people who want additional prompts as their plans develop.
Vault, Deputies and reminders
Document storage and secure sharing let users keep material together and choose what trusted people can access. That selective approach is useful when different people need different information; the free plan’s three-item limit, however, leaves little room to build a comprehensive vault. Reminders and alerts about important dates offer a way to keep plans current.
Financial imports and security
Premium users can import basic financial account details through Plaid, but not balances, and support does not extend to every institution or account. This is a limited overview rather than a complete financial picture. Everplans says stored data uses public/private key and AES256 encryption, with unique keys for each user and Everplan; communications use SSL with 2048-bit certificates. It also says it is HIPAA compliant and has undergone a SOC 2 Type II examination.
Pricing
Everplans is freemium, with a free plan and one annual paid plan. Everplans - Free costs nothing and includes storage for up to three items, smart algorithm-led guidance, the content library and the iOS app. It is a sensible way to explore the planning process, but the small storage allowance limits its usefulness as a document repository.
Everplans Premium costs $99.99 a year and includes unlimited items, premium content, specialized checklists and secure sharing. It is the more practical choice for users who intend to build a fuller vault or share selected material with Deputies. The price is an ongoing annual commitment; the free plan preserves access to basic guidance and content but gives up unlimited storage and the Premium additions.
Platforms
Everplans is available on the web and iOS. The iOS app supports Face ID or Touch ID, importing phone contacts, uploading documents and scanning key information from IDs. It does not support billing-detail management, Plaid imports or reporting an Everplanner as deceased, so those account tasks require the web experience. Everplans Professional is accessed on the web; its mobile app can also manage a professional user’s personal Everplan.
Who it's for
Everplans is best suited to individuals and families who want a guided process for organizing household and life information, especially if they value sharing selected details with trusted people. Its business solution also serves financial advisors, with professional access on the web. It is less suitable for someone who only needs a will-making service or expects a complete view of linked financial accounts.
Support questions submitted through the contact form receive a response by email.
Pros and cons
- Pros: Bite-size planning tasks and algorithm-led guidance are available on the free plan, making it possible to start organizing before paying.
- Pros: Premium combines unlimited items with secure sharing, a clear upgrade for households building a fuller vault for Deputies.
- Pros: The iOS app supports biometric access, document uploads and ID scanning, useful for adding material from a phone.
- Cons: The free plan stops at three items, too restrictive for most people assembling a broad household record.
- Cons: Plaid imports exclude balances and do not cover all institutions or accounts, limiting their value for users seeking a complete financial snapshot.
- Cons: Several account-management tasks, including billing details and financial imports, are absent from the mobile app.
Alternatives
Estate Planning Software is the broader category for comparing estate-planning options. Choose Trust & Will instead if you want a free estate-plan creation membership or a $49 a year Essentials membership, with Android, iOS and web access. InterActive Legal is another option for elder-law and special-needs planning, or for drafting systems aimed at clients who own firearms.
FreeWill is worth considering if you want free web-based estate-planning tools that include a will, a California revocable living trust, an advance healthcare directive and a financial power of attorney. Gathered Here offers a free online will that can be printed, signed with two witnesses and updated for free; choose it for that focused will-making route.
Safewill is an alternative with a $15 a year Will updates subscription that auto-renews annually unless opted out. WealthCounsel is another option. EncorEstate Plans offers a freemium web service with one-time plans for assignments and powers of attorney. Quicken WillMaker & Trust is an alternative with one-time plans starting at 109.00 USD for its Starter Plan.
Verdict
Choose Everplans if you want a guided place to organize a broad range of household information and share chosen material with trusted people. Its free guidance makes starting easy, and Premium removes the three-item bottleneck; look elsewhere if your priority is drafting estate documents or getting a more complete picture of linked finances.
Getting started
- Visit everplans.com or use the iOS app.
- Start with the Everplans - Free plan or choose Premium at $99.99 a year.
- Use the planning guidance and content library to organize information.
- Upload documents or scan key information from IDs with the iOS app.
- Choose selected information to share securely with trusted Deputies on Premium.
Limits worth knowing
The free plan allows storage of up to three items. Premium adds unlimited items, but Plaid imports exclude balances and may not support every institution or account; the mobile app does not support billing-detail management or Plaid financial imports.
Questions
Is there a free plan?
Yes. Everplans - Free costs nothing and includes storage for up to three items, smart algorithm-led guidance, a content library, and the iOS app.
How much does Premium cost?
Everplans Premium costs $99.99 a year. It includes unlimited items, premium content, specialized checklists, and secure sharing.
Which platforms are available?
Everplans is available on web and iOS. Everplans Professional is accessed on the web.
Can I import financial account details?
Premium users can import basic financial account details through Plaid. Balances are not imported, and not all institutions or accounts are supported.
Can I share information with other people?
Premium includes secure sharing of selected information with trusted people called Deputies.
Is Everplans a professional medical, legal, or financial adviser?
No. Everplans says it is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm.
Alternatives to Everplans
- 1
Trust & Will
Free planAndroidiOSWebAPI8.0From $4.08 a month - 2
InterActive Legal
AndroidiOSWebLinux7.4$99, paid once - 3
FreeWill
Free planWeb6.8Free plan - 46.7From $12.42 a month
- 5
Wealth.com
AndroidiOSWebAPI6.7 - 6
LegalWills
WebAPI6.6$19.95, paid once