All Things Deputy

A Deputy is an important person in your life whom you trust enough to provide access to some or all of your Everplan.When you designate a Deputy for your account, Everplans will reach out to them v...

Follow these steps to add a new Deputy from the web-app:   Go to the My Deputies page under Secure Sharing. Click or tap Add Your First Deputy. A new window should pop up. Enter your Deputy’s Fi...

You have full control over what your Deputies can and can’t access and when. If you added After Death permission, don’t forget to appoint an unlocker. To manage which sections of your Everplan your...

When someone names you as a Deputy for their Everplan, you should receive an email inviting you to set up your own account that will grant you access to the sections they've shared. If you've alrea...

To accept a Deputy invitation and view another person's Everplan: Find the invitation email in your inbox. The subject line should be: “Invitation to view my life and legacy plans.” Click or tap o...

 Take a look at our Sharing After Death Video Walkthrough. When you add a new Deputy (or change an existing Deputy’s permissions) we’ll ask you to choose which sections of your plan you want to sh...

From the web-app: Go to My Deputies page from the Secure Sharing section on the left side navigation bar. Locate the Deputy you need to resend the invite for. Check the email address to see if it ...

​We recommend that each Everplans account has at least two Deputies. With at least two Deputies on your account, your family will be certain of their ability to access necessary information right a...

You have the option of locking parts of your Everplan until you pass away. Please see our article on Sharing After Death for more information.

For Individuals When the time comes, a Deputy with permission to unlock your “After Death” sections should log into Everplans and report your death. There will be a link on your Everplan page that ...

Once you have chosen sections of your Everplan to be shared “After Death,” you must give one of your Deputies the permission and responsibility of unlocking your information when the time comes. Yo...

Most often, this is due to signing up for Everplans using a different email from the one that your Deputy invitation was sent to. Please confirm with the person who invited you that the email addre...

When adding a new Deputy, individuals can choose which sections of their Everplan they want to make available to each Deputy. You may not have been granted permission to all sections at this time. ...

If you are seeing lock icons next to certain sections, it means that the Everplanner has marked those sections as only available to you after they pass away. Those sections will remain locked until...

For individuals: Everplans will stop future billing and auto-renewal for the deceased person’s membership. Everplans will prevent any additional modifications to the information in the deceased pe...