About Everplans
Everplans provides a digital vault for organizing estate documents, insurance policies, financial accounts, and personal wishes. Users can designate deputies who receive access to specific information based on triggers. The platform is often offered as an employee benefit through financial advisors and employers, though individual plans are available directly.
What's Great
- ✓Digital vault organizes estate documents, insurance, accounts, and wishes
- ✓Deputy system grants trusted people access based on configurable triggers
- ✓Often available as an employee benefit through financial advisors and employers
- ✓Comprehensive organization beyond just legal documents
Watch Out For
- !Does not create estate planning documents — organization and storage only
- !Individual pricing can be expensive compared to free alternatives
- !Requires manual entry of account information and document uploads
- !Value depends on keeping the vault updated as information changes
Common Use Cases
Individual organizing all estate and financial information in one secure place
Employee accessing Everplans through their company's benefits program
Person setting up a digital vault so family members can find critical information
Pricing Model
Paid
Paid subscription required. Check the website for current pricing and free trials.
Category
Estate Administration
Tools for executors and administrators managing probate and estate settlement.
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