Do I still need an Attorney if I use Everplans?

Everplans is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm, and the employees of Everplans are not acting as your healthcare providers, medical professionals, attorneys, or financial advisors. Everplans offers guidance on organizing all the information you receive from professionals as well as education around various topics so you have a better understanding of what to ask professionals.

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 the next best steps based on your planning history and family situation.

Second, we provide resources to help get those next best steps done. For anything that requires professional legal services (like Wills, Power of Attorney and Trusts), we make recommendations for online legal companies. For anything 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 organizing your life - just know that we are in no way able to provide legal advice in place of a professional.