Everplans vs Vanilla
Everplans
everplans.comVanilla
justvanilla.comSide by side
| Figure | Everplans | Vanilla |
|---|---|---|
| Price from | $8.33/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 3 |
| Spec score · Estate Planning Software | 9.1 (#1) | 6.8 (#24) |
| 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. | Vanilla says client data is encrypted in transit with TLS and at rest using AES-256. |
| Intended users | Everplans describes its service as helping individuals and families organize household and life information, and also offers a business solution for financial advisors. | Vanilla describes its audience as advisors, planners, and attorneys serving clients across the wealth spectrum. |
| Support | The help center offers troubleshooting, billing, security, content and account articles and directs users to email support for human help. | Subscription support includes onboarding, training, ongoing technical support, and access to in-house specialists for complex cases and document abstraction services. |
Plans
Vanilla
- AdvancedPriced on request
- EnterprisePriced on request
- ExpertPriced on request
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.