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Everplans

everplans.com

From $8.33/mo Free plan WebiOSAPI
Visit everplans.com
Spec score 9.1 #1 of 24 in Estate Planning Software

What it is

Everplans helps people organize, store, and securely share important information, documents, and personal decisions. 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 with trusted people called Deputies. Everplans says it sends reminders and alerts about important dates. The service is available on the web and iOS. The iOS app supports Face ID or Touch ID, contact imports, document uploads, 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. Everplans describes encryption for stored data and communications, says it is HIPAA compliant, and has undergone a SOC 2 Type II examination. It also offers a web-based professional service for financial advisors and states that it is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm.

Spec sheet

What it does
Everplans is a digital vault and planning app for organizing vital documents, household information and personal wishes, then sharing selected sections with trusted people.Read 15 Oct 2026 · everplans.com
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.Read 7 Oct 2026 · everplans.com
Compliance
Everplans states that it is HIPAA compliant and has completed a SOC 2 Type II examination.Read 15 Oct 2026 · everplans.com
Support
The help center offers troubleshooting, billing, security, content and account articles and directs users to email support for human help.Read 15 Oct 2026 · help.everplans.com
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.Read 15 Oct 2026 · everplans.com
Acquisition
Everplans states that Precoa acquired it in October 2024 and that it continues as a standalone wholly owned subsidiary.Read 15 Oct 2026 · everplans.com
Advisor collaboration
Everplans Professional lets advisors request permission to edit selected client sections or an entire Everplan, including uploading documents and changing data.Read 15 Oct 2026 · everplans.com
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.Read 15 Oct 2026 · help.everplans.com
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.Read 15 Oct 2026 · apps.apple.com
Company size
LinkedIn lists Everplans as a privately held New York company with 11–50 employees.Read 15 Oct 2026 · linkedin.com
Content
The free plan includes a content library, while Premium includes premium content and specialized checklists.Read 7 Oct 2026 · everplans.com
Developer documentation
The public help center lists no API, SDK or developer-documentation section; its technical help is user-facing support content.Read 15 Oct 2026 · help.everplans.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.Read 7 Oct 2026 · everplans.com
Financial import
Everplans can import account names, institutions, account types and account-number digits through Plaid, but it does not import balances.Read 15 Oct 2026 · everplans.com
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.Read 7 Oct 2026 · help.everplans.com
Founders
Abby Schneiderman and Adam Seifer are identified as Everplans co-founders.Read 15 Oct 2026 · everplans.com
Funding
A 2014 Everplans release said the company had raised more than $3.45 million in seed funding, including a $2.075 million round.Read 15 Oct 2026 · prnewswire.com
Funding and users
TechCrunch reported in December 2014 that Everplans had about 10,000 users and $6.2 million in total financing.Read 15 Oct 2026 · techcrunch.com
Guidance
Its planning workflow uses personalized step-by-step guidance, short tasks and checklists to help users complete an Everplan.Read 15 Oct 2026 · help.everplans.com
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.Read 15 Oct 2026 · t3technologyhub.com
Integration
A Redtail CRM integration used the Redtail API to import advisor client rosters into Everplans Professional.Read 15 Oct 2026 · everplans.com
iOS app
The iOS app supports Face ID or Touch ID, phone contact imports, document uploads, and scanning key information from IDs.Read 7 Oct 2026 · help.everplans.com
Legal entity
The terms identify the service operator as Beyondly, Inc., while the Apple listing identifies the seller as Beyondly Inc.Read 15 Oct 2026 · everplans.com
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.Read 15 Oct 2026 · apps.apple.com
Limit: Trustpilot complaint
The sole Trustpilot reviewer alleged that website claims were used to upsell a book and called the experience misleading.Read 15 Oct 2026 · trustpilot.com
Mobile app
The iOS app supports vault management and sharing, contact import, ID scanning, direct uploads and file previews.Read 15 Oct 2026 · everplans.com
Mobile limits
The mobile app does not support billing detail management, Plaid financial imports, or reporting an Everplanner as deceased.Read 7 Oct 2026 · help.everplans.com
Not professional advice
Everplans states that it is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm.Read 7 Oct 2026 · everplans.com
Organization
The service provides dedicated sections for family documents, IDs, accounts, insurance, financial information, household instructions and pet care.Read 15 Oct 2026 · everplans.com
Planning guidance
Its smart planning system guides users through bite-size tasks, and the free plan includes algorithm-led guidance.Read 7 Oct 2026 · everplans.com
Praise: Practical value
One App Store reviewer said notes left in Everplans substantially simplified organizing a parent’s estate after death.Read 15 Oct 2026 · apps.apple.com
Praise: Web experience
App Store reviewers repeatedly describe the web version as great or very good, while saying the iPad presentation is weaker.Read 15 Oct 2026 · apps.apple.com
Professional access
Everplans Professional is accessed on the web; the mobile app can be used to manage a professional user's personal Everplan.Read 7 Oct 2026 · everplans.com
Rating on Apple App Store
4.4 out of 5 from 28 ratingsRead 15 Oct 2026 · apps.apple.com
Rating on BBB
A+ rating from BBB; the profile does not state a customer-review count in the opened page.Read 15 Oct 2026 · bbb.org
Rating on Trustpilot
3.2 out of 5 from 1 reviewRead 15 Oct 2026 · trustpilot.com
Reminders
Everplans says it sends reminders and alerts about important dates.Read 7 Oct 2026 · everplans.com
Secure sharing
Users can assign Deputies and control which parts of an Everplan each person may access.Read 15 Oct 2026 · help.everplans.com
Security access controls
Everplans says administrators cannot view users’ plan contents or uploaded documents and that account access is logged and audited.Read 15 Oct 2026 · everplans.com
Security encryption
Everplans says data at rest uses AES-256 plus public/private-key encryption and data in transit uses SSL with 2048-bit certificates and perfect-forward-secrecy support.Read 15 Oct 2026 · everplans.com
Self-hosting
The public product pages describe a hosted web service and iOS app and provide no self-hosting option.Read 15 Oct 2026 · everplans.com
System requirement
The App Store listing requires iOS 17.0 or later and lists iPhone compatibility.Read 15 Oct 2026 · apps.apple.com
Vault and sharing
Users can securely share selected information with trusted people called Deputies.Read 7 Oct 2026 · everplans.com

Plans and prices

Everplans - Free Free Store up to 3 items · Smart, algorithm-led guidance · Content library · iOS app Read 7 Oct 2026 · everplans.com
Everplans Free Free Up to 3 items · smart guidance · content library · iOS app Read 15 Oct 2026 · everplans.com
Everplans Premium $99.99 a year $99.99/year Unlimited items · premium content and checklists · secure sharing · financial-data import Read 15 Oct 2026 · everplans.com

Every Everplans plan and price →

Strong points and limits

Strong points

  • Free plan includes guidance and a content library
  • Premium adds unlimited items and secure sharing
  • iOS app supports biometric access and document uploads
  • Sends reminders about important dates
  • Offers a web-based professional solution for advisors

Limits

  • Free plan stores up to three items
  • Plaid imports omit balances and lack full account support
  • Mobile app lacks billing detail management
  • Mobile app cannot report an Everplanner as deceased

Who it suits

Everplans suits individuals and families organizing household information and decisions, and financial advisors using its professional service. It is for planning and information management, not licensed healthcare, legal, or financial advice.

Everplans in depth

Read the full write-up

Everplans is a guided service for organizing household information, documents, and personal decisions, aimed chiefly at individuals and families preparing for others to access key details. Its combination of planning prompts and selective sharing is useful, but the free plan’s three-item cap makes it a starting point rather than a full archive.

Overview

Everplans brings bite-size planning tasks together with a vault for important information and documents. Users can share selected material with trusted people called Deputies, and reminders and alerts about important dates can help keep plans current. The service also has a professional offering for financial advisors, separate from its personal planning use.

Everplans says it is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm. Its organizational guidance should not be mistaken for advice from those professionals.

Key features

Guidance and content

The smart planning system breaks preparation into smaller tasks, with algorithm-led guidance and a content library included in the free plan. That gives people a structured way to begin without paying. Premium adds specialized checklists and premium content, which may be more useful as a plan becomes more detailed.

Vault, sharing, and reminders

Users can store documents and other important details, then securely share selected information with Deputies. This selective access is a practical fit for households that need trusted people to find particular information rather than receive everything. Reminders and alerts address important dates, though the free tier’s three-item storage limit sharply restricts how much can be kept there.

Financial details and security

Premium users can import basic financial account details through Plaid. Balances are not imported, and support does not extend to every institution or account, so this is a limited account reference 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. Support questions submitted through its contact form receive email responses.

iOS app

The iOS app supports Face ID or Touch ID, contact imports, document uploads, and scanning key information from IDs. It does not support billing-detail management, Plaid imports, or reporting an Everplanner as deceased. Those omissions make the app useful for capture and access, but not for handling every account-management task.

Pricing

Everplans - Free costs nothing and allows storage of up to three items. It includes smart, algorithm-led guidance, the content library, and the iOS app. This is a sensible way to explore the planning approach, but not enough storage for most people assembling a substantial household record.

Everplans Premium costs $99.99 a year and includes unlimited items, premium content, specialized checklists, and secure sharing. It is the more suitable plan for users who intend to build a fuller vault and share selected information. The free plan gives up both unlimited storage and the Premium content and sharing features.

Platforms

Everplans is available on the web and iOS. Everplans Professional is accessed on the web; the mobile app can still be used to manage a professional user’s personal Everplan.

Who it's for

Everplans fits individuals and families who want structured help gathering household and life information, storing documents, and sharing selected details with trusted people. Premium is the more realistic choice for anyone who expects to store more than three items. Financial advisors can consider its professional solution, while users seeking legal, medical, or financial advice should look to qualified professionals instead.

Pros and cons

Useful structure from the free tier: algorithm-led guidance and a content library let users begin organizing without a paid subscription.

Selective sharing: Deputies can receive chosen information, which is more targeted than sharing an entire vault.

Clear trade-off between tiers: Premium removes the three-item cap and adds content and secure sharing, but costs $99.99 a year.

Limited mobile administration: billing details, Plaid imports, and deceased-user reporting are not supported in the iOS app.

Partial financial import: Plaid brings in basic account details but not balances, and not all accounts are supported.

Alternatives

For a broader comparison of options, see Estate Planning Software.

InterActive Legal is worth considering for elder law and special needs planning or drafting for clients who own firearms.

Trust & Will offers a free estate-plan creation membership and a $49 a year Essentials membership for readers seeking a more directly estate-plan-focused option.

WealthCounsel may suit firms seeking document and practice tools such as Wealth Docx, Business Docx, Wealth Tracx, and Gun Docx.

FreeWill provides free web-based estate-planning tools, including a last will, a California revocable living trust, an advance healthcare directive, and a financial power of attorney.

Rocket Lawyer Estate Planning may fit readers who want attorney Q&A, contract reviews, and document creation in its $149 a year Standard plan.

Gathered Here offers a free online will that can be printed and signed with two witnesses, plus free updates.

Quicken WillMaker & Trust may suit readers who prefer a one-time purchase; its Starter Plan is $109 as a one-time purchase and includes wills, a healthcare care directive, and final arrangements.

Safewill offers a $15 a year Will updates subscription that auto-renews annually unless opted out.

Verdict

Choose Everplans if you want guided household planning, a document vault, and controlled sharing with trusted people in one service. The free tier is useful for getting started, but its three-item cap makes Premium the practical choice for a lasting record. Look elsewhere if you need a complete financial-account view, full mobile administration, or professional legal, medical, or financial advice.

Verdict

Everplans pairs guided organization with storage and sharing, while clearly distinguishing its personal and professional offerings. Consider the three-item free limit and the mobile app's missing financial and account-management functions before choosing a plan.

Where Specifiction places it

Alternatives to EverplansAll alternatives →