Everplans
Everplans: A strong organizer for existing estate records, but not a document-creation service. Ranked #23 of 24 in Estate Planning Software by our editors (6.9/10); pricing: Free plan; best for organizing existing estate documents.
At a glance
- Editor score6.9 / 10
- PricingFree plan
- Best forOrganizing existing estate documents
- Free planYes
- Paid from$99.99/yr
- Facts checked20 Sep 2026
Where it wins
- Stores wills, trusts, powers of attorney, IDs, and account information
- Secure sharing, reminders, mobile uploads, and ID scanning
- Free plan plus Premium features including unlimited items and Plaid import
Where it doesn't
- Primarily organizes existing information rather than creating legal documents
- Premium secure sharing and unlimited items require annual payment
- Plaid is the only listed integration and applies to Premium users
Our verdict on Everplans
Everplans is a web and iOS app for organizing family documents, IDs, vital information, accounts, and personal instructions. It is designed for people who want estate-related records in one place, with controlled access for trusted people and deputies. Users can upload wills, trust documents, powers of attorney, advance directives, and other records, then add guidance and reminders around important dates. Its central role is information organization and sharing, rather than legal document creation.
The freemium structure gives users a no-cost starting point through Everplans - Free, which includes smart, algorithm-led guidance, access to a content library, and the iOS mobile app. Everplans Premium costs $99.99 per year, billed annually. That tier adds unlimited items, premium content and specialized checklists, secure sharing, and financial data import. Premium users can import basic financial account details through Plaid, while the product also supports mobile document uploads, contact imports, and ID scanning. The plan difference is therefore most relevant to households that need broader storage and controlled sharing.
For privacy and ongoing organization, Everplans includes two-factor authentication and encrypted storage, along with reminders and alerts for important dates. Selected information can be shared with trusted people, and access permissions can be managed. Those features make it a practical fit for consolidating records and preparing others to find them when needed. It is less suitable for someone seeking a workflow centered on creating legal estate documents or receiving attorney review. Choose Everplans when organization, storage, guidance, and sharing are the priority; consider another option when document generation is the main requirement.
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Everplans pricing
All 2 Everplans plans and prices →
Everplans fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $99.99/yr |
| Planning scope | Not verified |
| Trust support | Yes |
| Power of attorney | Yes |
| Beneficiary planning | Not verified |
| Attorney review | Not verified |
| State coverage | Not verified |
| Document storage | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS |
| Compliance & security | SOC 2, HIPAA, 2FA |
| Support | Email, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: Plaid |
| Pricing | Free plan (source) |
| Website | everplans.com |
| Facts checked | 20 Sep 2026 |
Everplans integrations
Everplans lists 1 integrations on its own site.
- Plaid
Alternatives to Everplans
- EncorEstate PlansA full, human-reviewed estate planning workflow for advisors and their clients.9.4
- Trust & WillA broad guided estate-planning service with free access and paid will and trust plans.9.3
- FreeWillA broad free estate-planning package for individuals who can finalize documents themselves.9.1
See all Everplans alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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