Everplans

Everplans helps individuals and families organize important information, documents, and personal decisions, then share selected material with trusted people called Deputies. Its planning system guides users through short tasks, and the free plan includes algorithm-led guidance and a content library. Free members can store up to three items; Premium costs $99.99 a year and adds unlimited items, premium content, specialized checklists, and secure sharing. 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, phone 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 accounts or institutions are unsupported. The mobile app does not support billing detail management, Plaid imports, or reporting an Everplanner as deceased. Everplans describes encryption for stored data and communications, says it is HIPAA compliant, and has undergone a SOC 2 Type II examination. A separate web-based professional service is available for financial advisors. Everplans states it is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm.

Everplans brings planning guidance, document storage, and selective sharing together on web and iOS. The free plan is limited to three stored items; Premium costs $99.99 a year.

Everplans suits individuals and families who want to organize household information and share selected items with trusted people. Financial advisors may also consider its web-based professional solution.

Everplans suits individuals and families who want guided help preparing household information and decisions, with selected details ready to share with trusted people. Its planning prompts make it approachable, but the free plan's three-item storage limit is a real constraint for anyone building a complete record.

Overview

Everplans brings bite-size planning tasks, document storage, reminders, and selective sharing into one service. Users can designate trusted people as Deputies and share chosen information with them, rather than making every stored item available. That combination is useful for organizing more than estate paperwork alone, but Everplans is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm; its guidance is not professional advice.

Key features

Guidance and content

The smart planning system breaks preparation into smaller tasks, and algorithm-led guidance and a content library are included on the free plan. This gives users a structured way to begin without paying, while Premium's premium content and specialized checklists add more focused prompts for people whose plans have grown beyond basic organization.

Vault, sharing, and reminders

Users can store documents and important information, then securely share selected material with Deputies. Reminders and alerts about important dates can help keep plans current. The free plan's three-item ceiling, however, makes it better for trying the planning approach than maintaining a substantial document archive; Premium removes that ceiling with unlimited items.

Financial details and security

Premium can import basic financial account details through Plaid, but it does not import balances and does not support every institution or account. It is therefore a way to collect some account references, not a complete financial picture. Everplans says stored data uses public/private key and AES256 encryption, with unique keys for each user and Everplan, and communications use SSL with 2048-bit certificates. It also says it is HIPAA compliant and has undergone a SOC 2 Type II examination.

iOS app

The iOS app supports Face ID or Touch ID, importing phone contacts, uploading documents, and scanning key information from IDs. Those tools suit users who want to add records from a phone. Billing details, Plaid imports, and reporting an Everplanner as deceased are not supported in the mobile app, so those tasks require the web service.

Pricing

Everplans - Free: free. It includes storage for up to three items, smart algorithm-led guidance, a content library, and the iOS app. It is the sensible starting point for someone exploring the process or organizing only a few essentials, but not a substitute for an unrestricted vault.

Everplans Premium: $99.99 a year. It includes unlimited items, premium content and specialized checklists, and secure sharing. The higher tier fits households ready to store a fuller set of records and share selected information, though the price buys no guarantee that Plaid will support every account, and balances are excluded from imports.

Platforms

Everplans is available on web and iOS. The mobile app covers document uploads and ID scanning, but web access is needed for billing management and financial imports. Everplans Professional is accessed on the web; its mobile app can still manage a professional user's personal Everplan. Support questions submitted through the contact form receive responses by email.

Who it's for

Everplans is best for individuals and families who want guided organization, a central place for documents, and controlled sharing with trusted people. Its business solution also serves financial advisors, with Professional access on the web. It is a weaker fit for users seeking legal, medical, or financial advice, or anyone who expects the mobile app to handle every account and administrative task.

Pros and cons

• Pros: Free guidance and a content library let users start planning without a subscription.
• Pros: Premium combines unlimited storage, specialized checklists, and selective sharing for a fuller household plan.
• Pros: iOS supports biometric access, contact imports, document uploads, and ID scanning.
• Cons: The free plan's three-item cap is too restrictive for a complete document archive.
• Cons: Plaid imports omit balances and may not work with every account or institution.
• Cons: Billing, Plaid imports, and deceased reporting are unavailable in the mobile app.

Alternatives

For a broader comparison of options, see Estate Planning Software.

• Trust & Will is worth considering for readers who want a free estate-plan creation option or a $49 a year Essentials membership, rather than Everplans' broader organization and sharing focus.
• InterActive Legal is a paid alternative with elder law and special needs planning, as well as a drafting system for clients who own firearms.
• Rocket Lawyer Estate Planning may suit readers seeking legal Q&A, attorney access, contract reviews, and document e-signatures in a paid service; its Standard plan is $149 a year.
• Wealth.com is an advisor-oriented alternative with annual contract pricing, quarterly payment availability, and no per-client or per-document fees.
• Willful is an option for readers who prefer a one-time payment for will documents and updates, with Legal Essentials at $129, paid once.
• WealthCounsel is another professional alternative, with membership pricing dependent on firm user count and selection.
• FreeWill is a free, web-based choice for readers who want estate-planning tools without a paid plan.
• EncorEstate Plans offers web-based plans including one-time business assignment and powers-focused options.

Verdict

Choose Everplans if you want a guided way to organize household records and decisions, with selective sharing and a mobile app for adding documents. Its free tier is a practical first step, while Premium is the better fit for a substantial vault; look elsewhere if you need professional advice, fuller financial-account imports, or mobile access to every management feature.