Everplans
7.5#2 in estate planning softwareFrom $8.33 a monthFree planiOSWebAPI
VisitEverplans vs Vanilla
What both publish
| Fact | Everplans | Vanilla |
|---|---|---|
| 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. | Vanilla says client data is encrypted in transit with TLS and at rest using AES-256. |
| 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. | Vanilla describes its audience as advisors, planners, and attorneys serving clients across the wealth spectrum. |
| Support | The help center offers troubleshooting, billing, security, content and account articles and directs users to email support for human help. | Subscription support includes onboarding, training, ongoing technical support, and access to in-house specialists for complex cases and document abstraction services. |
Everplans plans
- Everplans - FreeFree
- Everplans FreeFree
- Everplans Premium$99.99 a year
Vanilla plans
- AdvancedPriced on request
- ExpertPriced on request
- EnterprisePriced on request
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.
Pick Vanilla if…
Vanilla is for financial advisors, planners, and attorneys serving clients across the wealth spectrum. It may suit firms that want estate planning tools, scenario modeling, integrations, and implementation support.