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Apr 25, 2019, 09:00 ET Everplans and Symmetry Financial Group Announce Partnership

Everplans, the industry-leading provider of digital tools that help people organize, store, securely share and keep up to date their families' most...


Mar 08, 2017, 14:45 ET Everplans Professional and Orion Advisor Services Announce Integration to Enhance Advisors' Referral Networks

Financial advisors using Everplans Professional and Orion Advisor Services, LLC ("Orion") now have a new tool to engage and grow their client base....


Feb 16, 2017, 13:30 ET Everplans Professional Launches Network Amplifier

Everplans, the leading online Life and Legacy planning platform, released a new feature today at the T3 Advisor Conference that enables Everplans...


Nov 02, 2016, 06:26 ET New Research from Cerulli Associates and Everplans Explores Relationship between Advisors and Client Heirs; Concludes AUM at Risk

While many advisor-client relationships weaken with each passing generation, overall, a majority of advisors believe they will continue to manage at...


Jun 30, 2016, 10:00 ET Everplans Secures $6.4 million in Series A Funding

Everplans, an online estate and legacy planning platform that guides people through creating, storing, and securely sharing all of the important...


Sep 16, 2015, 07:00 ET Everplans Research Shows Consumers Want to Plan for Future, but Have Difficulty Getting Started

The best intentions don't always translate into action when it comes to end-of-life planning according to research released today by Everplans. The...


Jun 25, 2015, 10:47 ET Everplans Launches Professional Platform For Advisors Seeking To Expand Offerings to Clients Estate, Life Planning

Financial advisors, insurance agents, estate planning attorneys and CPAs now have a new tool to share with their clients. Everplans today announced...


Dec 23, 2014, 09:01 ET Everplans, the leading online resource for end-of-life planning, adds Generator Ventures to its roster of investors bringing its total funding to more than $6 million to date

Everplans today announced that Generator Ventures has joined its roster of investors, bringing Everplans total funding to more than $6 million,...


Jun 13, 2014, 09:00 ET As We Celebrate our Fathers, New Study Reports End of Life Planning at Top of Their Responsibilities List

As families celebrate Father's Day, leading lifespan planner, Everplans.com commissioned consumer market researcher Harris Poll to field an inaugural ...


Apr 22, 2014, 03:30 ET Everplans Introduces the "Everplan" to Change How People Create, Store and Share Important Information Before They Die

Everplans today announced the close of $2.075 million in second round seed funding from co-investors including Scout Ventures; David McCabe, Chair of ...


Nov 21, 2013, 11:00 ET Everplans Positions Itself For Growth and Success with Key Management Hires

Everplans, the technology startup revolutionizing the way people get their affairs in order, announced today a number of key hires including...


Jun 13, 2013, 09:32 ET Everplans -- the First of its Kind Technology Startup -- Brings Modern Tools and Approach to the Tough Topics of Death and Dying

Everplans today officially came out of stealth mode to announce its flagship site, Everplans.com, the most comprehensive end-to-end resource...