Estate Guru vs Everplans
Estate Guru
estateguru.com
Everplans
everplans.comSide by side
| Figure | Estate Guru | Everplans |
|---|---|---|
| Price from | — | $8.33/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| API | — | Yes |
| Plans published | 1 | 3 |
| Spec score · Estate Planning Software | 7.3 (#17) | 9.1 (#1) |
| Intended users | The platform is designed for financial advisors, attorneys, and institutions, and the company says it is not a DIY platform. | Everplans describes its service as helping individuals and families organize household and life information, and also offers a business solution for financial advisors. |
| Support | Customer support is available by phone Monday through Friday, 7:00 AM–5:00 PM Mountain Time, and the help center is available 24/7. | The help center offers troubleshooting, billing, security, content and account articles and directs users to email support for human help. |
Plans
In their own words
Estate Guru
Estate Guru has no write-up on Specifiction yet; its figures are above.
Everplans
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.