Everplans vs Statular

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.

Statular is web-based estate-planning software for licensed US estate-planning attorneys and their authorized legal support staff. It helps draft and manage trusts, wills, powers of attorney, healthcare directives, and related documents. A client interview can produce a complete document package, while built-in analysis checks accuracy, spelling, and consistency to support attorney review. Branded questionnaires, uploads, and portal messages feed client information into drafting workflows. Templates are organized by state and county, with language and formatting tailored to each jurisdiction. The listed integrations are Clio and Lawmatics, plus webhooks for Zapier, n8n, and Make; MyCase, Rocket Matter, Lawcus, and Smokeball are marked as coming soon. Essentials costs $495 a month, billed monthly, and includes one state, up to 30 matters, two users, three deed pulls, and three e-signed engagement letters each month. Growth costs $895 a month, billed monthly, and includes four users, 60 matters, ten deed pulls, unlimited engagement-letter e-signing, integrations, and priority support. A seven-day trial includes full feature access and unlimited document creation without requiring a credit card. Non-attorneys cannot use the service independently.