Everplans
7.5#2 in estate planning softwareFrom $8.33 a monthFree planiOSWebAPI
VisitEverplans vs Wealth.com
Wealth.com
6.7#6 in estate planning softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Everplans | Wealth.com |
|---|---|---|
| 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. | Data is protected in transit with TLS 1.2 or newer and at rest with AES-256 encryption. |
| Funding | A 2014 Everplans release said the company had raised more than $3.45 million in seed funding, including a $2.075 million round. | Wealth.com announced a $65 million Series B on April 16, 2026, with investors including Titanium Ventures, PruVen Capital, K Fund, Dynasty, Schwab and GV. |
| 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. | Wealth.com says clients access the service through a financial advisor or wealth strategist and receive a client portal to view reports, upload estate documents, and connect assets and liabilities. |
| Support | The help center offers troubleshooting, billing, security, content and account articles and directs users to email support for human help. | Wealth.com states that it offers U.S.-based live chat, phone and email support, with average initial chat response under 90 seconds. |
Everplans plans
- Everplans - FreeFree
- Everplans FreeFree
- Everplans Premium$99.99 a year
Wealth.com plans
- Estate Planning + Tax PlanningPriced on request
- Estate PlanningPriced on request
- Tax PlanningPriced 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 Wealth.com if…
It suits financial advisors and institutions coordinating estate and tax planning, especially those who want document creation and scenario analysis in one platform. Clients use it through an advisor or wealth strategist.