EstateView
6.2#15 in estate planning softwareFrom $41.67 a monthWeb
VisitEstateView vs Everplans
What both publish
| Fact | EstateView | Everplans |
|---|---|---|
| Integration | The About page lists DecisionVault as an integration. | A Redtail CRM integration used the Redtail API to import advisor client rosters into Everplans Professional. |
| Intended users | The platform is built for financial advisors, estate planning attorneys and CPAs. | Everplans describes its service as helping individuals and families organize household and life information, and also offers a business solution for financial advisors. |
| Support | EstateView lists phone support Monday to Friday, 9am–5pm Eastern, and says callers reach someone who uses the software. | The help center offers troubleshooting, billing, security, content and account articles and directs users to email support for human help. |
EstateView plans
- Monthly$49.99 a month
- Annual$499.99 a year
Everplans plans
- Everplans - FreeFree
- Everplans FreeFree
- Everplans Premium$99.99 a year
Pick EstateView if…
EstateView fits advisors, estate-planning attorneys, and CPAs who model strategies and prepare client materials. It suits teams needing state-aware calculations and AI document review rather than legal-document drafting.
Pick Everplans if…
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.