Everplans vs InterActive Legal

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.

InterActive Legal offers automated document drafting software for estate planning and elder law. Its product range covers wills, trusts, powers of attorney, health care documents, trust administration forms, agreements, and client communications. Essential Estate Planning is designed for clients of modest wealth, while Wealth Transfer Planning focuses on clients with significant wealth. Elder Law Planning addresses elder law and special needs planning. Firearms Trust Planning includes a single-grantor revocable NFA Trust and related ancillary documents. The online system runs in a browser and supports Chrome, Firefox, Safari, Chromium Edge, Brave, and Opera. It works in Windows, Mac, iOS, and Linux environments and has been tested on Android tablets. Documents are produced in .docx format, but the word-processing toolbar is supported only in Word for Windows. The Legacy installation requires a supported Windows version, Microsoft Word, and HotDocs Player. Online customer data is stored encrypted on AWS servers, and browser-to-server transfers use TLS 1.3 and SHA-256 encryption. Users may opt into multi-factor authentication using a third-party authenticator app. Pricing is available on request.