What updates were made to the Everplans taxonomy in January 2021 and why?
Based on feedback, we've made a few additions and tweaks to some Everplans categories. All previous data you have entered is still here even if the sections they were stored under have been renamed...
I've created an account, but I'm not sure how to get started.
We recommend adding any information that is already available to you on-hand as your first action (e.g. Vital Info, Online Accounts, and any items you've already completed outside of Everplans)....
I forgot my password. What should I do?
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.”
How do I print or download my Everplan?
You can definitely print your Everplan, but you'll need to download it first. Here's how: Step 1 From the top navigation bar, click "My Everplan" Step 2 Click the Download link along th...
Can I change the order in which my data is presented in Everplans?
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 ...
How do I import my financial account information from my bank?
Within your Everplan, using a secure service called Plaid, you can now log into your financial institution’s website and retrieve basic account details. You’ll be able to import the name of the ins...
Can other people edit my Everplan?
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...
How do I manage my email addresses?
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...
How do I delete my Everplans account and information?
If you choose to cancel your Everplans account (which can be done via the Account Settings page), all of your personal information will be completely deleted from our live site immediately. ...
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 cop...