Managing Your Plan

Pronouns are sometimes used in communication in place of someone’s name. At Everplans, we use a combination of the person’s name and their pronouns when we communicate about someone’s Everplan to t...

  ​The first thing would be to take our onboarding assessment for personalization and then follow the suggestions at the top of your dashboard, which will lead you to the sections you should fill o...

Click the Forgot Password link on the login page.Next, enter the email address used to create your account in the space provided and click “Send me reset password instructions.”

You can absolutely print your Everplan, but you'll need to download it first. Here's how: From your main dashboard, you will need to click on the "Preview/Download" link. At the top of the follow...

Yes! The most recently added pieces of information will go to the bottom of the list, but you can change the order of your information by simply selecting a row of information and moving it to the ...

If you have an Everplans Premium subscription, using a secure service called Plaid, you can log into your financial institution’s website and retrieve basic account details. You’ll be able to impor...

Under certain circumstances, you can invite other people to collaborate with you to help you create your Everplan. Currently, if your Everplan was provided to you by your Financial Advisor or anoth...

We recommend adding backup email addresses to your account to prevent being locked out. To view the email addresses currently associated with your account: Open the drop-down next to your name in...

If you choose to cancel your Everplans account (which can be done via the Settings page), all of your personal information will be completely deleted from our live site immediately.  Alternatively...

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 cop...