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Everplans logoE
Wealth Utilities

Everplans

Everplans: Secure legacy planning for clients and peace of mind.

"Everplans is a digital estate planning and legacy management platform designed for individuals and families to organize and securely store critical documents, wishes, and information. RIAs leverage Everplans to offer clients a comprehensive solution for end-of-life planning, fostering deeper relationships and providing peace of mind."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #373 in Wealth Utilities
Validated Adoption
6 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Secure digital vault for sensitive documents
Collaborative platform for families and advisors
Automated task management and reminders
End-of-life planning tools
HIPAA-compliant data security

Primary Use Cases

Client onboarding and data gathering
Legacy and estate planning
Digital asset management
Emergency preparedness
Facilitating communication with beneficiaries

Agentic Intelligence Briefing

"Everplans provides RIAs with a secure digital vault and collaborative platform to streamline estate planning and legacy management for their clients."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive digital estate planning platform
Secure document storage and sharing
Facilitates collaboration between advisors and clients
Helps clients organize and protect important information
Provides peace of mind for clients and their families

Adoption Hazards

Can be perceived as complex for some clients
Requires ongoing maintenance and updating by clients
Adoption relies heavily on client engagement

Stack Compatibility Profile

How Everplans integrates into institutional RIA stacks.

6 Firms Analyzed
Riskalyze Online
100%
Stack Correlation
Nitrogen Wealth
83%
Stack Correlation
Google Tag Manager
83%
Stack Correlation
ROL
83%
Stack Correlation
NDEX
67%
Stack Correlation
Elements Financial Planning
67%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to enhance client relationships and offer comprehensive estate planning services.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Trustworthy
2Cake
3LifeSite

Value Proposition

"Everplans empowers RIAs to offer a comprehensive digital legacy planning service, enhancing client relationships and providing invaluable peace of mind during critical life events."

Vendor Dossier

Everplans logoE
Everplans
everplans.com
Corporate Portal

Audit Your RIA Stack

See how Everplans fits into your overall tech efficiency score.

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