Everplans vs Trust & Will
Everplans
everplans.com
Trust & Will
trustandwill.comSide by side
| Figure | Everplans | Trust & Will |
|---|---|---|
| Price from | $8.33/mo | $4.08/mo |
| Free plan | Yes | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 3 | 6 |
| Spec score · Estate Planning Software | 9.1 (#1) | 8.7 (#3) |
| 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. | The company says stored data uses AES 256-bit encryption and data in transit uses TLS 1.2. |
| Funding | A 2014 Everplans release said the company had raised more than $3.45 million in seed funding, including a $2.075 million round. | The company’s founding-story page says it closed a Series B funding round raising more than $15 million. |
| Mobile app | The iOS app supports vault management and sharing, contact import, ID scanning, direct uploads and file previews. | The iOS and Android app lets members review documents and add or track assets, while document editing and plan updates are available on the website. |
| Rating on Apple App Store | 4.4 out of 5 from 28 ratings | 4.8 out of 5 from 140 ratings |
| Rating on Trustpilot | 3.2 out of 5 from 1 review | 4.5 out of 5 from 5,871 reviews |
| Support | The help center offers troubleshooting, billing, security, content and account articles and directs users to email support for human help. | The pricing page says customer support is included and available Monday through Friday. |
| 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. | Trust & Will provides guided, attorney-approved online wills, trusts, healthcare directives and other state-specific estate-planning documents. |
Plans
Trust & Will
- Basic membershipFree
- Essentials membership$49 a year
- Will Plan$199, paid once
- Attorney Support$299, paid once
- Attorney support add-on$299 a year
- Trust Plan$499, paid once
In their own words
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.
Trust & Will
Trust & Will is an online platform for creating or updating wills, trusts and other estate planning documents. The Will Plan includes a Last Will & Testament, HIPAA Authorization, Living Will and Power of Attorney. The Trust Plan adds a revocable living trust, pour-over will, schedule of assets and certification of trust. Estate plan creation is available through a free option without ongoing membership; the Will Plan starts at $199 and the Trust Plan starts at $499. Optional Attorney Support costs $299 as a flat fee for one year of phone access to a licensed estate planning attorney, with some state exclusions. Members can review documents and track assets in the iOS and Android app, but document editing and plan updates take place on the website. The company says its plans are state-specific and must be signed and notarized after receipt or download to be legally binding. Trust & Will says it is not a law firm and does not provide legal advice; its forms are not a substitute for an attorney.