I've created an account, but I'm not sure how to get started.

 

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.

To learn more, check out our Welcome To Your Dashboard video (it's also available when you first login to your account).
Have more questions? Contact us