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...
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 Ev...
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 change the status of an item on my To-Dos list?
To change the status of one of your To-Do items, hover over the colored circle to choose the appropriate status - Done or To-Do. The colored circle associated with the item should automat...
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 lin...
How do I change my email address?
From the top navigation bar, click on Account Settings (via your name). Next, click the Manage button directly across from Account Information. Enter your desired email and...
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...