Your life. Organized. Shared. Secure.
Thank you for choosing Everplans. We’re here to help you get started, step by step. This page includes a short tutorial video to walk you through the setup process, and answers to common questions that may come up along the way.
📽️ Watch: How to Set Up Your Everplans Account
This quick video will guide you through activating your account, setting up security, and sharing your plan with people you trust.
âť“ Frequently Asked Questions
âś… Getting Started
Q: How do I activate my Everplans account?
When you sign up, you’ll receive a welcome email from your funeral home. The email will include a button or link that says “Activate your Everplans account.” Click this, and it will take you to the Everplans website.
There, you'll be asked to:
- Confirm your date of birth
- Enter your zip code
- Create a secure password
Q: What kind of password do I need to create?
To keep your information safe, your password must include:
- One uppercase letter (A–Z)
- One lowercase letter (a–z)
- One number (0–9)
- At least 8 characters total
Q: What is two-step verification, and do I need it?
Yes, it’s highly recommended. Two-step verification adds an extra layer of protection for your plan.
Here’s how it works:
- Enter your cell phone number
- You’ll receive a 6-digit code by text
- Enter the code to verify your number
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You’ll then receive a backup code. Please write this down and keep it in a safe place, like a locked drawer or with your important papers.
đź“ť Completing Your Plan
Q: What are the Enrollment Questions?
After verifying your account and setting up security, you’ll be asked to complete a short set of enrollment questions to help build your plan. These questions are simple and personal—just answer to the best of your ability. A progress bar at the top of the screen shows how far along you are.
Q: Why is my funeral home requesting permission?
Before your funeral home can help you with your plan, you’ll need to give them permission. After answering the enrollment questions, you’ll see a screen asking you to grant permission. Just follow the prompt to confirm.
🗂️ Navigating Your Dashboard
Q: What can I do from the dashboard?
The dashboard is your central hub. From here, you can:
- Add details to your plan
- Review your funeral preferences
- Access helpful articles
- Safely store important documents
- Share information with trusted people
Everything is organized in simple sections to make it easy.
🤝 Sharing With Deputies
Q: What is a deputy?
A deputy is someone you trust—like a family member or close friend—who can access part or all of your Everplan.
Q: How do I add a deputy?
Look for the “Invite Now” button on your dashboard.
Then:
- Enter their first and last name
- Enter their email address
- Choose their relationship to you
- Decide what they’re allowed to see
- Add a personal note if you like
- Click Send Invitation
Q: What does my deputy receive?
They’ll receive an email with your name, a short message, and a secure link to access what you’ve shared.
Q: Can I manage or update deputies later?
Yes! Just click on “Sharing” ’ from the menu to view or manage the people who have access to your plan.
đź”’ Security and Support
Q: Where should I store my backup code?
Write it down and store it with your Will, power of attorney, or other important documents. Do not share it with anyone except a trusted family member or attorney.
Q: What if I need help or get stuck?
You can contact the Everplans Support Team anytime by clicking the “Help” button on your dashboard, or by reaching out through your funeral home.
đź’¬ Still Have Questions?
We’re here for you.
Schedule a call with our Concierge team at this link, or contact Everplans Support to speak with someone who can help walk you through the process.