Secure Sharing

You can share all or parts of your Everplan with whom we call "deputies." When you add a deputy, Everplans will email them an invite. Once they create an account, they can see the parts of your Eve...

You have full control over which parts of your Everplan you want to share. Starting August 2023, you can manage permissions at the item level. This means you can set deputy access for individual ID...

Follow these steps to add a new deputy from the web app: Go to the My Deputies page under Secure Sharing. Select Add your first deputy. A new window should pop up. Enter your deputy’s first name, ...

You have full control over what your deputies can and can’t access and when. To manage which items of your Everplan your deputies see from the web app: Go to the My Deputies page from Secure Shari...

If you don't have an Everplan account, we ask you to set up your account to access their information. If you already have an account, you can view their information after logging in and accepting t...

When you add a new deputy (or change an existing deputy’s permissions), you can choose which items of your plan you want to share now, and which items to lock until after you’re gone. Any items tha...

From the web app: Go to My Deputies under Secure Sharing. Locate the deputy you need to resend the invite for. Check to see if the email address is correct. If their email is valid, resend the inv...

​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 unlock permission will need to log into Everplans and report your passing. After reporting, the deputy must wait for a period of time while Everpl...

Once you have chosen which parts of your Everplan you want to hide until your passing, you must give at least one of your deputies permission to unlock your Everplan when the time comes. Manage unl...

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 sender that the email address they used for...

When adding a new deputy, Everplanners can choose which items of their Everplan they want to make available to each deputy. You may not have been granted permission to view any items at this time. ...

If you see “x items locked until after death” on top of someone’s Everplan, it means that the Everplanner has marked those items as only available to you after they pass away. Those items will rema...

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...