EstateView vs Everplans
EstateView
estateview.com
Everplans
everplans.comSide by side
| Figure | EstateView | Everplans |
|---|---|---|
| Price from | $41.67/mo | $8.33/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| API | — | Yes |
| Plans published | 2 | 3 |
| Spec score · Estate Planning Software | 8.1 (#8) | 9.1 (#1) |
| 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. |
Plans
In their own words
EstateView
EstateView 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.