How do I get a scan of a legal document to add to my Everplan?

Some people find that the easiest way to get a digital version of a document like a will is to simply ask the Estate Attorney who helped you create it. S/he should be able to send you a digital copy which you can easily attach to the appropriate item in your Everplan.

If you’re dealing with a physical document, there are a few options:

  • Upload via the Everplans app: Access your account via the mobile app on your iOS device, which will allow you to take a photo of the file and upload it directly into your Everplan. (Please note that you may also access your Everplan from the browser on your phone or tablet, if you do not have an iOS device.)
  • Scan it: If you have a scanner, we recommend scanning all the pages to a single PDF to upload and attach to your plan.
Have more questions? Contact us