Everplans FAQs

Materials for Advisors | Materials for Clients | Videos | Updates | Help Center

What Is Everplans Professional

BROCHURE

A general overview of the Everplans Professional platform and tips on how to use it with your clients.

Introducing Everplans To Your Clients

BROCHURE

A high-level set of talking points to help you introduce Everplans to your clients.

Everplans And Your Daily Routine

BROCHURE

Five quick tips on how to integrate Everplans into your day to day routine.

Retaining Family Relationships

INFOGRAPHIC

Take a look at how much advisor/client relationships weaken through each passing generation.

End-Of-Life Planning Adds Value To Your Client Relationships

EBOOK

A close look at how end-of-life planning not only adds a service all of your clients wished they had, but also can help jump start new conversations and activity.

5 Simple Steps To Incorporate Everplans Into Your Practice

INFOGRAPHIC

How to get started with Everplans in five simple steps.

How To Roll Everplans Out

INFOGRAPHIC

Specific ways to launch Everplans to your clients.

How To Make Sure Your Clients’ Financial Literacy Is Above Par

EXCLUSIVE ARTICLE

Regardless of the generation, it never hurts to help boost your clients’ (and their families’) financial IQ with these helpful pointers.

How To Help Your Clients Create An Estate Plan For Their Pets

EXCLUSIVE ARTICLE

While most people think they’ll outlive their pets, animal life expectancies can vary greatly. This is a golden opportunity to show you care beyond the numbers and ask your client: “Who would care for your pet if something happened to you?”?

How Life & Legacy Planning Creates Clients For Life

EXCLUSIVE ARTICLE

While you do your best to make the soundest investment decisions, the market fluctuates. You don’t know if a client will blame you for things out of your control. So what is something you can control? You can offer a level of service that makes them see the value you provide. Enter: Life & Legacy planning.

How Helping Your Clients Name Guardians Can Benefit Your Business

EXCLUSIVE ARTICLE

If any of your clients haven’t named guardians for their underage children or special needs adults under their care, they need to do it.

How An Everplan Allows You To Confront Your Clients’ Biggest Fears

EXCLUSIVE ARTICLE

From medical decisions to eldercare choices to a client’s final disposition, having an Everplan helps tackle the tough issues.

Help Your Clients Make Wise Holiday Purchasing Decisions

EXCLUSIVE ARTICLE

Here are six conversation starters you can use to help determine your clients' habits this holiday season, and guide them in a direction that will start the New Year off right (financially anyway dealing with that food coma is up to them).

Materials for Advisors | Materials for Clients | Promotion | Updates | Help Center

Video Sharing and Embedding Instructions

Easily share any Everplans video with your clients on social platforms, or add it to your website by copying the embed code. The share button can be found in the bar at the bottom right of a video. Please reach out to your Account Executive if you need any additional support

How Everplans Offers Peace Of Mind

Use this short video to help your clients understand the value of creating a thorough and accessible plan with Everplans. You can easily share this video on popular social platforms, download it to include in emails, or copy the video’s embed code to add it to your website.

What Is Everplans Professional?

Use this short video to help introduce Everplans to other advisors, while highlighting the value it will bring to your firm. You can easily share this video on popular social platforms, download it to include in emails, or copy the video’s embed code to add it to your website.

Why Choose Everplans?

Use this short video to help your clients understand the value of creating a thorough and accessible plan with Everplans. You can easily share this video on popular social platforms, download it to include in emails, or copy the video’s embed code to add it to your website.

Show clients and prospects that you offer Everplans on your website, printed promotional materials, or email signature. Please reach out to your account executive for any special requests.

PNG | JPEG

The Just-In-Case letter by Everplans is a fast and easy way to make sure you have shared some basic information with loved ones in case something happens to you.It only takes ten minutes to create and here's how:

1. Answer a few simple questions

First, we'll ask you a few simple questions about your current situation. Topics covered include information about your life insurance policy, advance directive, power of attorney, where you bank, how you keep track of passwords, safe deposit boxes, and more.

The questions we'll ask you are simple and don't require looking up policy numbers or account documents. You should be able to complete all ten sections in less than ten minutes.

2. Check out your letter

We'll compile your answers into an easy-to-read PDF "letter." This one simple letter will contain everything your family might need in case something were to happen to you.

3.Send your letter to someone you trust

Choose your recipients, and we'll send a unique link to each one. Your recipients will click the link in the email and go to our website to securely download a copy of your letter.

It's that easy! And remember, your answers will be saved to your Everplan so that you can continue adding info bit by bit over time.

If you havent added any Deputies:

Go to the My Deputies page under Secure Sharing.

Click or tap Add Your First Deputy. A new window should pop up.

Enter your Deputys First Name, Last Name, Email address and select a Relationship from the dropdown. If youdon'tsee an applicable relationship, select Other.

Click or tap Choose Permissions to continue. Youll see a list of sections.

By default, all sections are set to be shared Now. Youll have to option to change the permission to After Death for sections you want to make available only after your death. Select Never for sections youdon'twant to share with the Deputy. When you are done with section permissions, click or tap Continue.

If you have given locked any sections until After Death, youll be ask if the new Deputy should be allowed to unlock your After Death sections. (If youdon'thave any After Death sections, this step is skipped.)

In the final step, you can preview the invitation email and optionally add a personal message.

Click or tap Send Invitation. You should see a confirmation screen letting you know that invitation is on its way.

On the My Deputies page, youll see the new Deputy listed, along with a status of Pending.

When your Deputy accepts your invitation, well change their status to Active and notify you via email.

If you already have Deputies:

Go to My Deputies page from the Secure Sharing section in the left nav.

Click or tap on Add from the top right corner of the screen.

Follow the steps above.

Learn how to manage Deputies.

Take a look at our Sharing After Death Video Walkthrough.

When you add a new Deputy (or change an existing Deputys permissions) well ask you to choose which sections of your plan you want to share now, and which sections should be locked until after youre gone.

Any sections thatyou'vechosen to lock until after your passing will remain unavailable to your Deputies until the time comes.

In order for your After Death sections to be unlocked, you must give one of your Deputies the responsibility and permission to report your death to Everplans and initiate the unlocking process.

After reporting your death, the Deputy must wait for a period of time while Everplans attempts to contact you via email with the opportunity to block the unlocking. You can choose a wait time for your Deputy of up to 30 days.

If we do not hear back from you and the wait time expires, you are marked as deceased in our database, and your After Death sections are unlocked for all your Deputies.

If you are seeing lock icons next to certain sections, it means that the Everplanner has marked those sections as only available to you after they pass away. Those sections will remain locked until the person has been reported as deceased and the unlocking process completes.

If you are a Deputy with the responsibility of reporting the Everplanners death and starting the unlocking process, youll see a link to report the person as deceased from their Everplan page. You should also have received an email explaining the responsibility.

Click the Report as Deceased link to initiate the process.

After reporting a death on Everplans, you must wait for a period of time while Everplans attempts to contact the person whose Everplan you are trying to unlock. Everplans will contact them via email with the opportunity to block the unlocking.

The period of time that elapses while Everplans attempts to contact the individual is called the wait time. The wait time is set by the Everplanner for their own security, and can be up to 30 days.

Once the wait time expires, and if the Everplanner has not blocked the unlocking, the After Death sections are unlocked. Any Deputies with After Death permissions are notified via email, and they will be able to log in and view the recently unlocked sections.

Note: If youdon'tsee the link to report the individual as deceased, it means that someone else was given the responsibility to report their passing to Everplans and start the unlocking of their After Death sections. In this case, youll be notified via email when After Death sections become available.

Note: Some of our customers have been given access by a financial advisor to a jointly-managed Household Everplan which includes information on both spouses. Everplans policy is that we do not unlock any After Death sections until both members of the Household are reported deceased.

Once you have chosen sections of your Everplan to be shared After Death, you must give one of your Deputies the permission and responsibility of unlocking your information when the time comes.

You can give the unlocking permission to an existing Deputy or to a new Deputy.

Give unlocking permission to an existing Deputy

Go to the My Deputies page under Secure Sharing.

Click or tap Manage under Permissions for the Deputy you want to add this permission to.

Select Manage After Death unlocking permission from the dropdown. A new window will open.

Select Allow to give the Deputy the ability to report your death to Everplans and initiate the unlocking process.

Select a Wait Time for the Deputy. After reporting your death, the Deputy must wait for a period of time while Everplans attempts to contact you via email with the opportunity to block the unlocking. You can choose a wait time for your Deputy of up to 30 days.

Click or tap the Save button. Everplans will notify the Deputy via email of the change in their permissions.

We recommend adding multiple unlockers to prevent your Everplan from being inaccessible from your Deputies.

Remove unlocking permission from an existing Deputy

Follow steps 1 to 3 above.

Select Do not allow from the unlocking permission window.

Click or tap the Save button. Everplans will notify the Deputy via email of the change in their permissions.

Step-by-step: Manage Deputies

Give unlocking permission to a new Deputy

Follow the instructions for adding a new Deputy.

When prompted to select permission to unlock, select Allow and choose a Wait Time for the deputy.

On the My Deputies page, youll see the new Deputy listed, along with a status of Pending.

When your Deputy accepts your invitation, well change their status to Active and notify you via email.

When adding a new Deputy, individuals can choose which sections of their Everplan they want to make available to each Deputy. You may not have been granted permission to all sections at this time.

Another possibility is that individuals youre a Deputy for might not have entered any information for those sections. In that case, the sections will be come available as soon as the data is available.

In addition, Everplanners have the ability to keep sections private until they pass away. If you see a lock icon next to some sections, it means those sections will become available to you when the individual is reported as deceased.

For individuals:

Everplans will stop future billing and auto-renewal for the deceased persons membership.

Everplans will prevent any additional modifications to the information in the deceased persons Everplan.

Everplans will ensure that all Deputies can access the deceased persons Everplan for 12 months.

In addition to the safeguarding measures listed above, if the person had locked parts of their Everplans until after they pass away, the unlocking process begins.

For households:

Some of our customers have been given access by their financial advisor to a jointly-managed Household Everplan which includes information on both spouses.

When you report an individual as deceased in a Household Everplan, well disable the deceased persons login. The remaining person will receive a notification.

The deceased persons After Death sections will remain locked. We ask you, as a Deputy, to reach out to the remaining member of the Household if you need access to any of the deceased persons information.

When you report the surviving member of a Household Everplan as deceased, depending on whether the Everplan has any After Death sections, well take the same steps as we do for Individual Everplans (see above).

A Deputy is an important person in your life whom you trust enough to provide access to some or all of your Everplan. When you designate a Deputy for your account, Everplans will reach out to them via email to invite them to login and set a password for their account. From that point forward, they will be able to see the parts of your Everplan that you have explicitly invited them to have access to. The following are good choices to be Deputy for your Everplan:

spouse

the person who is the executor of your will

your power of attorney

You may also want to consider providing limited access to certain parts of your Everplan to these types of vendors:

your doctor

your financial advisor

your estate attorney

the administrator of your nursing home

You will have full control over which items in your Everplan can be seen by each Deputy.

You can also lock parts of your Everplan from your Deputy until after youre gone. Learn how to hide information in your Everplan until afteryou'vepassed away.

You have full control over what your Deputies can andcan'taccess and when.

To manage which sections of your Everplan your Deputies see:

Go to the My Deputies page from the Secure Sharing section in the left nav.

Click or tap Manage on the Deputy whose permissions you want to change.

If given a choice, select Choose what sections are shared.

Change what the Deputy can see by selecting Now for immediate access, After Death for when you want to keep the section locked until after you're gone, or Never for keeping the section hidden.

Click or tap Save.

You should see the new permissions listed.

Confirmed Deputies are notified of changes in your plan in a weekly digest email. Pending Deputies will see the updated sections when they accept the invitation.

If you added After Death permission,don'tforget to appoint an unlocker.

For Individuals

When the time comes, a Deputy with permission to unlock your After Death sections should log into Everplans and report your death. There will be a link on your Everplan page that says, Report as Deceased.

How to manage who can unlock your Everplan

After reporting your passing, the Deputy must wait for a period of time while Everplans attempts to contact you via email with the opportunity to block the unlocking. You can choose a wait time for your Deputy of up to 30 days.

If we do not hear back from you and the wait time expires, you are marked as deceased in our database, and your After Death sections are unlocked. Any Deputies with After Death permissions will be notified via email, and they will be able to log in and view the recently unlocked sections.

For Households

Some of you have been given access by a financial advisor to a jointly-managed Household Everplan which includes information on both spouses. Everplans policy is that we do not unlock any After Death sections until both members of the Household are reported deceased.

When the time comes, a Deputy with permission to unlock your After Death sections should log into Everplans and report a death. There will be a link on the Everplan page that says, Report as Deceased.

If only one person has passed away, the Everplan will remain locked. If only one Household Member is deceased, and your Deputy is seeking access to After Death information, that Deputy should work with the surviving Household member to adjust the sharing permissions.

If both Household Members have passed away, the Deputy must wait for a period of time while Everplans attempts to contact you via email with the opportunity to block the unlocking. You can choose a wait time for your Deputy of up to 30 days.

If we do not hear back from you and the wait time expires, you are marked as deceased in our database, and your After Death sections are unlocked. Any Deputies with After Death permissions will be notified via email, and they will be able to log in and view the recently unlocked sections.

You have the option of locking parts of your Everplan until you pass away. Please see our article on Sharing After Death for more information.

If you are already someone's Deputy, it's simple to create your own Everplan.

To create your own Everplan:

Log into Everplans.com with your existing username and password.

Click or tap on Getan Everplan link in the blue header at the top of the page.

You'll be prompted to enter your date of birth, location, and gender.

Follow the prompts to finish creating an account. Your free, 30-day trial should start immediately.

Note: You might be a Deputy for someone whose subscription is sponsored by a professional advisor or a corporate partner. In such cases, you may have the option to request working with these entities and receiving a complimentary or reduced-price subscription of your own. Click or tap Request Your Own Everplan to take advantage of any offers that you may see. Not everyone will be presented with this option.

To accept a Deputy invitation and view another person's Everplan:

Find the invitation email in your inbox. The subject line should be: Invitation to view my life and legacy plans.

Click or tap on Accept Invitation. Youll be prompted to create a free, Deputy-only account by entering a password.

Once the account is created, you should be able to see the Everplan you are invited for, as well as any other Everplansyou'vebeen granted access to.

If youcan'tfind the invitation, contact the person who invited you. They may have entered an incorrect email address. In that case, ask the person to send you a new invitation. If the email address is correct, they can simply resend you the invitation.

Go to My Deputies page from the Secure Sharing section on the left side navigation bar.

Locate the Deputy you need to resend the invite for.

Check the email address to see if it is correct.

If their email is correct, resend the invitation by clicking the Resend Invitation link in the status part of the Deputy.

If their email is incorrect, remove the person as a Deputy and create a new invitation using a correct email address.

We recommend adding backup emailaddresses to your account to prevent being locked out.

To view the email addresses currently associated with your account:

Open the drop-down next to your name in the header.

Select Settings.

Select Manage next to Account Information.

You will see the list of emails currently associated with your account.

To add a backup email address:

Click on your name on the right side of the blue header bar at the top of the page.

Select Settings.

Select Manage next to Account Information.

You will see the list of emails currently associated with your account.

Select Add another emailto bring up a form.

Enter the new email address and enter your current password.

After you submit, a confirmation email will be sent to the address you just added. The subject line of this email is "Please confirm your email address."

In order to complete the process, you must open the email that was sent to your new address, and click the link which says, "Verify Email Address."

Once the email is verified, you should be able to use the new email to log in to your account or reset your password.You will not receivenotifications on your backup email.

To change which email is used as your primary:

When you have more than one email address associated with your account, you can indicate which one should be used as your primary email. Your primary email is where we will send all notifications and updates.

Follow the steps above to add a new email.

Select Mark primary next to any of your backup emails.

Note: For security purposes, we do not allow users to modify existing, confirmed email addresses. If this is what you are trying to do, you must add the new email as a backup, confirm it, then mark it as primary.

To remove an email:

To remove an email address, select Remove next to the email you want to remove.

Primary email can't be removed. If you want to remove an email currently set as primary, please add another email and change the new email to primary first.

We recommend that each Everplans account has at least two Deputies.

With at least two Deputies on your account, your family will be certain of their ability to access necessary information right away - even if one or more Deputies are unreachable. The following are good choices to be Deputy for your account:

spouse

the person who is the executor of your will

your power of attorney

You may also want to consider providing limited access to certain parts of your Everplan to these types of vendors:

your doctor

your financial advisor

your estate attorney

the administrator of your nursing home

You will have full control over which items in your Everplan can be seen by each Deputy.

We recommend adding any information that is already available to you on-hand as your first action (e.g. Vital Info, Online Accounts, and any items you've already completed outside of Everplans). Our belief is that getting some information into your Everplan should help to create momentum for people about their planning. Once you've begun to flesh things out, we recommend adding at least one Deputy as your second action. Your Everplan becomes infinitely more valuable if there's someone on the other end who can access all of this great planning.

In most cases, you will receive your confirmation email within one minute. If you haven't received yours after a few minutes, please check your email's spam folder.

If you cannot find the email and need the confirmation resent:

Log in to Everplans using the email address and the password you used when you set up your account.

Upon login, Everplans will automatically resend you a confirmation email.

If you have tried to sign up using an email already associated with an existing account:

Everplans will send an email to the already existing address.

Follow the instructions in that email to log in or reset your password.

If you are not able to resolve the issue, please use the Contact Us form on this page to get in touch with us.

When someone names you as a Deputy for their Everplan, you should receive an email inviting you to set up your own account that will grant you access to the sections they've shared.

If you've already received an invitation:

Follow these steps to complete your account setup.

If you never received an invitation:

Confirm with the person who invited you that an invitation was sent, and that they used your correct email address.

Ask the sender to log in and resend your deputy invitation.

Most often, this is due to signing up for Everplans using a different email from the one that your Deputy invitation was sent to.

Please confirm with the person who invited you that the email address they used for your invitation is the same one that you signed up with.

If this is the case, you should ask the person who invited you to add you as a new Deputy with the correct email address.

Once that occurs, you will receive an email prompting you to log in and accept the new Deputy invitation.

Everplans has special partnerships with insurance companies, employers, and financial advisors. If you have questions regarding your Everplans subscription that you received through one of our partners, please contact us directly by using one of the options on this page. One of our representatives will be glad to assist you.

An Everplan is a complete archive of everything your loved ones will need should something happen to you.It includes the following.

Deputies

If you've already figured them out and gotten them done, Everplans helps you get them organized and shared with key family members called . If you haven't done them yet, Everplans teaches you everything you need to know about them,guidingyou through getting them done (and then we help you organize and share the output with your family).

The Household Plan allows two users to share one Everplans account. Each user will have access to upload and input information for themselves, their partner, or both.Take a look to see how you can get going on your new joint plan!

1.On your Everplans Pro homepage, click "Add Client(s)"

2.Click "Add Household"

For Household plans two users are tied to one plan, both with full control over its contents.When you click, "Add Household," a new option will show up for "Household Member 1" and "Household Member 2":

Click "Add" when you are done filling out each member to save the information.

3. Set up their Everplan or Invite them to join Everplans now

As the Advisor, you can go ahead and pre-fill in information on your client(s) behalf, or you can invite them and have them do this on their own.

Woohoo! Let's get started!

4. If you choose to edit the Household Plan, you will now see both contacts at the top of the account page.

Their status is in "Draft" because the advisor has not yet invited each client. It is important to note that if you invite one client, say, Taylor Rooney, thenonly Taylor will receive an email invitation and be able to begin editing for both individuals. It is advised you send both invitations at the same time to avoid this.

5. Can I edit information for one, or both contacts? How?

Yes! Whenever you begin to edit a section you will first be asked which member of the plan it relates to. See below:

There is also a drop-downat the top of each entry within the Everplan ("This entry applies to...") where you are able to edit who the entry is for as you fill out the information. See below:

It's that easy!And remember, your answers, even if they pertain to one person in the joint plan, will be seen and can be edited, by both individuals if they remain in the shared Household plan.

Note: Every piece of information entered into either plan can be seen by both individuals attached to that plan.

Under certain circumstances, you can invite other people to collaborate with you to help you create your Everplan.

Currently, if your Everplan was provided to you by your Financial Advisor or another professional, you can grant them access to make changes to your Everplan.Follow these simple steps:

Log into your account, click your name in the top rightcorner of the screen.

Click "Account Settings" in the menu that appears.

Scroll to the section entitled,"Everplans Professional Partner" and click the "Manage" button:

Click the "Allow" button to grant edit permissions to your advisor:

Everplans is not a licensed legal service; were an online service company dedicated to providing a simple, secure way to make sureyou'vetaken care of everything youd want your loved ones to have access to should something happen to you. To accomplish this, we do three things: First, we take you through a short assessment where we ask a few simple questions that allow us to make personalized recommendations on good next steps what we call To-Dos based on your planning history and family situation. Second, we provide resources to help get those To-Dos done. For To-Dos that require professional legal services (like Wills, Power of Attorney and Trusts), we make recommendations for online legal companies. For To-Dos that you can tackle on your own (like Living Will and Health Proxy), we offer downloadable forms that you can print out and get signed and witnessed (and notarized in the states that require it). Third, we offer a single, secure place to upload all of the information about your planning so the important people you designate as Deputies can easily access everything in one place. You can also upload scans of your important documents (like Wills and Living Wills). Since most of these documents need to have original signatures (and, in some cases, be notarized) the scanned version is not considered a legally valid document they are more of a reference for your family so they can quickly and easily know what you wanted. We also provide a place to tell your family where the original signed copies are, if they ever need them. In sum: Think of Everplans as a trustworthy guide and reliable coordinator for end-of-life planning - just know that we are in no way able to provide legal advice in place of a professional. Be sure to check out the Learn tab for each item on your To-Dos checklist for additional state-specific resources.

From the Firm Settingspage, you can:

Change the photo and contact details associated with your Contact Card

Create a unique message for sending Everplans invitations to clients

Use our Get-it-Dones to promote your firm’s services

Customizing the invitation email you'll send to clients is one small way to create a memorable first impression. Here's how:

Step 1

Click “Firm Settings” from the top nav bar.

Step 2

Click "Edit" next to the advisor whose invitation templateyou wish to edit.

Step 3

Click "Invitation Message" followed by "Edit".

Step 4

Enter the message you'd like clients to receive when invited to join Everplans and click "Save".

All done!

Update this information at any time via the Firm Settings page.

Get-it-Dones are “calls to action” peppered throughout the Everplan.

Since there’s bound to be some overlap between the services offered by your firm and the various items an Everplan covers, it’s a great idea to use Get-it-Dones to promote your services.

Here's how:

Step 1

Click "Firm Settings" from the top nav bar.

Step 2

Click theEdit linkfor each advisor whose Get-it-Dones you wish to customize.

Step 3

Click "Get-it-Done Messages"and click the Edit link for each Get-it-Done you wish to customize.

Step 4

Enter text of your choice in the space provided and click the Save button.

All done!

Your custom Get-it-Done text will appear for clients whenever they edit their plans. Update this text at any time via the Firm Settings page.

Since your Contact Card will be visible to clients on their own dashboards, keeping it up-to-date (and to your liking) is important. Here's how.

Step 1

Click "Firm Settings"from the top nav bar.

Step 2

Click "Edit" next to the advisor whose Contact Card you wish to edit.

Step 3

Click on "Contact Card" followed by "Edit" to begin entering contact info.

Step 4

Click “Change photo” to upload or change your current photo. Oncedone, click "Save."

All done!

Update this information at any time via the Firm Settings page.

Advisors can:

Invite clients to join Everplans

Send personalized messages when inviting clients

Assign clients to advisors

Remove clients from your firm's Everplans license

Assistants can:

Invite clients on behalf of an advisor

Assign clients to advisors

Remove clients from your firm's Everplans license

Assistants cannot:

Appear on client invitations to join Everplans (these will always appear to have come from the advisor assigned to the client)

Be assigned to a client

To get started, click “Firm Settings” from the main navigation bar

Next, click “Add Advisor” or “Add Assistant”

Enter your colleague’s contact information and click “Add”

Their account will remain in “Pending” status until they accept your invitation.

Click “Edit” to resend the invitation or remove the account from your firm

Clicking “Edit” will also enable you to create a contact card as well as customize what clients see when joining or using Everplans.

Absolutely! But you'll need to upgrade your license in order to access this functionality.

Please contact your Account Manager for more information.

Because your browser stores snapshots of your browsing history to enable things like fast page-load, these snapshots (known as cookies) can sometimes prevent you from seeing a site's updated content. Cookies can also cause functional problems when stored content conflicts with live or current content.

If you're experiencing unexpected behavior from Everplans (e.g. you are unable to login but are confident you know your password), you may be able to resolve the issue on your own by clearing any Everplans cookies stored on your computer.

Here's how to clear Everplans cookies in each major browser:

Google Chrome

Paste chrome://settings/cookies in the address bar (or click the Chrome menu button Settings Advanced Content Settings All cookies and site data). Search for “everplans” and delete all related cookies by clicking the respective X.

Mozilla Firefox

Click the Firefox menu button and choose Preferences. Privacy Set Firefox will: to Use custom settings for history Show Cookies. Search for “everplans” and delete all related cookies by clicking Remove Cookies (select the first cookie and press Shift + End to select all cookies in the list).

Internet Explorer

Go to Everplans.com. Press F12 to open IE's Developer Tools. Cache Clear Cookies for this domain.

We’re confident in our security, but we can’t vouch for the entire internet.

No matter how secure Everplans is, when something like Heartbleed happens, hackers can gain access to a variety of sites you use by obtaining just one password since many people use the same one across multiple services.

two-step verification

Enter . With this safeguard enabled, whenever you login to your Everplans account from an unrecognized computer or device, you’ll be required to confirm your identity by inputting a simple 6-digit code that we send to you via text message or robo-phone call.

This prevents anyone from gaining access to your most sensitive personal information just because they snagged your go-to password from a site that’s less secure than ours.

Before you can begin importing clients via Redtail, you'll need to create an "Everplans" Tag Group that you associate with each client you intend to invite.

Here's how:

Step 1: Create An "Everplans" Tag Group

From your Contacts page, select "Tag Groups" from the Lists drop-down menu.

Next, click the Add button and enter "Everplans" in the name field. Click "Create Tag Group" when done.

Step 2: Associate Client Contacts With "Everplans" Tag Group

If you'd like to associate a single client, click the "Everplans" Tag Group followed by "Add Member" to search for their name. Click "Add Tag Member" when done.

If you'd like to associate clients in bulk, return to the main Contacts page, select the appropriate clients, and select "Bulk Actions" from the Contact Options dropdown menu.Next, click "Add to Tag Group."

Select "Everplans" from the list of existing tag groups and click on "Add To Tag Group."

Step 3: Import Clients From Redtail To Everplans In Minutes

You can easily view the status of client invitations via your dashboard.

resend an invitation

Clicking on the name of each client will enable you to withdraw or .

To ensure that your invitations are read properly by our system, it’s essential that you save your Excel spreadsheet as a .CSV in the following format:

For your convenience, a pre-formatted template is available for download when inviting multiple clients at once. Just click the "Invite Many at Once" link from the Invite Clients page:

If your spreadsheet looks good and you'restill having issues inviting clients via import, use the Contact Us form to get in touch with someone who can help.

You’ll need to set your spreadsheet up so that each client’s first name, last name, and email address occupy individual columns:

Second, you’ll need to save your spreadsheet as a .CSV file.

Tips

- Don't rename the file extension - export or save the file as a .CSV within Excel

- Don't include any additional columns other than First name, Last name, Email

- Don't insert any additional rows above the header

If you’re having issues (i.e. receiving error messages), please make sure you’ve properly formatted your spreadsheet and saved it as the right file type.

To invite an individual client to join Everplans:

Need to invite multiple clients at once? Click here.

Step 1

Click "Client List" from the top nav bar.

your pre-formatted .CSV file

Step 2

Click "Invite New Client."

Step 3

Enter their full name and email address and click "Continue."

Step 4 (Optional but recommended)

Using the space provided, write a custom message to let your clients know what Everplans is all about. If you love what you come up with, use the checkbox to save it as a template for future invites.

Step 5

Click "Send Invite to Client"

To invite multiple clients to join Everplans:

Step 1

From the invite page, click "Invite Many At Once."

Step 2

Click to upload (if you’d like, you can download our template to help you get started). Review your client list for accuracy and click "Continue."

Step 3 (Optional but recommended)

Using the space provided, write a custom message to let your clients know what Everplans is all about. If you love what you come up with, use the checkbox to save it as a template for future invites.

Step 4

Click "Send Invite to Clients."

All done!

Remember, you can always manageclient invitations and activity from your Client List.

Return to top

Keeping an eye on the number of plans on your license is easy - your dashboard displays this information each time you login to your account.

your dashboard

Remember

You can always click "Client List" from the top nav bar to access .

Billing for Everplans is done through Stripe, a credit card processing company used by many large online businesses. We've thoroughly examined their security and operations and feel confident that they will provide the necessary quality of experience.

This means that Everplans will not have access to your actual billing info like credit card numbers - these are all stored and managed through Stripe's highly secure system.

Stripe lets Everplans know when users create accounts (and when their subscriptions expire), and Everplans updates your subscription accordingly.

Currently, all Everplans accounts are billed and automatically renewed on a yearly basis.

Your Everplan will continue to be available indefinitely for your Deputies in the event of your death. Any scanned documents you'veattached to your plan will be available until the end of your current subscription.

Since these are early days for Everplans, we are still evaluating feedback from our members to determine the best pricing levels for our plans. For the first plan we are offering, the cost will be $75/year, billed each year.

For details about what's included, check out our pricing page here.

Everplans members get access to a number of special features. For a full feature list, check our our pricing page.

If you choose to cancel your Everplans account (which can be done via the Account Settings page), all of your personal information will be completely deleted from ourlive site immediately.

We may keep your name, email address and the date/time your account was deleted on record so that we can answer your future inquiries about what happened to your account.

Your information will be deleted from our backups during the next operational purge, which typically happens within 48 hours.

Because your security and privacy is paramount to us, Everplans administrators and engineers do not have access to your sensitive personal information.

We limit our administrators' access to the limited set of data necessary to help grant you access to your account (by triggering confirmation emails, for example) and help you restrict access to your account in urgent circumstances (such as by limiting or removing a Deputy's access).

Everplans administrators can never see the plan information that you fill out or any documents that you upload. They may have access to limited meta-data (such as whether or not you uploaded a will) but not the data itself (they will never be able to see the will you uploaded).

Everplans logs and regularly audits all accesses to your account, whether by you, an administrator or your Deputies.

Everplans knows top-of-the-line security is paramount when protecting sensitive information. We also recognize that in using our service, you are trusting us with the most important information and documents you own and wedon'ttake that lightly.

Bank-level security means that your important personal information is encrypted and protected using the same industry-leading technology that banks use. For more details about both our operational practices and commitment to security, please keep reading.

Securing Your Data at Rest

Within our systems, all your data is stored using AES-256 encryption with a uniquely derived key for each user following the recommendations of NIST Special Publication 800-132. We encrypt every single personally identifiable field in the database, including your name and email address. For searching and indexing, we hash a small number of fields using HMAC. We apply the same encryption technique to all files you upload.

As with all systems such as ours, the security of your information depends on you. You must choose a strong password (we enforce that as best we can) and you should never share your password with anyone. Everplans provides a much more secure system for sharing information with those you care about via our Deputy function.

Securing Your Data in Transit

All communications between you and Everplans are encrypted via SSL using 2048-bit certificates and we require SSL on all communications. We are implementing perfect forward secrecy so that even if someone eavesdrops on your communication, they will still not be able to decrypt the data in the event that our key is compromised.

Operational Procedures to Keep the Site Secure

Everplans follows best practices to keep your data secure. In addition to severely restricting access to operational environments (including private keys), we regularly audit our environments and code for security issues and apply patches expeditiously. We use commercial services that regularly check our site (including McAfee Secure) and we also retain our own security experts to probe and verify the security of our site.

Administrative Access to Your Information

Because your security and privacy is paramount to us, we limit what access our administrators have to your account to the limited set of data necessary to help grant you access to your account (by triggering confirmation emails, for example) and help you restrict access to your account in urgent circumstances (such as by limiting or removing a Deputy's access). Everplans administrators can never see the plan information that you fill out or any documents that you upload. They may have access to limited meta-data (such as whether or not you uploaded a will) but not the data itself (they will never be able to see the will you uploaded). Everplans logs and regularly audits all accesses to your account, whether by you, an administrator or your Deputies.

If you choose to deleteyour Everplans account(which can be done via the "Account Settings" tab), all of your personal information will be completely deleted from the live site immediately. We may keep your name, email address and the date/time your account was deleted on record so that we can answer your future inquiries about what happened to your account. Your information will be deleted from our backups during the next operational purge, which typically happens within 48 hours.