Everplans
- Company typePrivate
- Founded2012
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
Everplans firmographics
Firmographics- Name
- Everplans
- Legal name
- Beyondly, Inc.
- Website
- https://everplans.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Everplans industry classification
Industry- Product category
- Digital Estate Planning
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Key Management, Encryption & Secrets Management (KMS/HSM/Vault) (HDABAHAG)
- akta.pro secondary industry
- Directory Services & Identity Data Platforms (BPAMAEAG)
Keywords
Where Everplans is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Everplans business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Premium Subscription: Annual subscription at $99.99/year providing unlimited items, premium content, specialized checklists, and secure sharing capabilities. The base app is free with limited access (up to 3 items).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free tier with limited access |
| Subscription | Annual | Premium tier - $99.99/year |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
Everplans product offering
Product offeringCore offering
Everplans provides a cloud-based digital vault platform that helps individuals and families organize, securely store, and share vital documents, accounts, policies, and legacy planning information across categories such as home life, health, money, family, digital estate, estate planning, and end-of-life. The platform is offered as a freemium consumer app (free base tier with up to 3 items and a $99.99/year Premium subscription) and as a cobranded enterprise solution for financial advisors and wealth management firms. Secure sharing is enabled through a Deputy system with granular permissions including After Death Sections, and all data is protected by AES256, public/private key encryption, and SOC 2 Type II / HIPAA-compliant hosting.
Product overview
Everplans is a unified digital vault platform that enables users to organize, securely store, and share all their vital documents and information. The core Everplans platform consists of a web application and iOS mobile app, offered in Free and Premium tiers ($99.99/year). The Premium tier provides unlimited storage and secure sharing. The Enterprise offering extends the platform as a cobranded solution for financial advisors and wealth managers. The company also publishes the book 'In Case You Get Hit By A Bus' as an educational companion. The platform organizes content across Home Life, Digital Organization, Estate Planning, and End-of-Life Planning categories.
Differentiator
Problem solved
Functional benefit
Products and services
- Everplans Digital Vault Platform Cloud-based digital vault that lets individuals and families organize, securely store, and share vital documents, accounts, policies, and legacy plans across categories including home, health, money, family, digital estate, estate planning, and end-of-life. Available as a free tier (up to 3 items) and a $99.99/year Premium subscription with unlimited items, secure sharing, and specialized checklists.
- Everplans Enterprise Cobranded digital vault solution sold to financial advisors and wealth management firms, enabling them to provide clients and loved ones secure access to vital information during emergencies or after death, supporting multi-generational wealth advisory relationships.
- Everplans iOS App Native iOS application that lets users access, organize, and share their Everplan from mobile devices, with in-app purchase capability for the Premium subscription tier.
- In Case You Get Hit By A Bus (Book) Published book that serves as an educational companion to the Everplans platform, offering guidance on organizing life for emergencies and end-of-life scenarios, distributed through major book retailers.
Quantifiable outcome
- 84% of people are less productive when they feel disorganized
- +2 more outcomes
Companies that use Everplans
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
Everplans technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability1 record
Feature5 records
Everplans partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered flagship, core and minor.
- PrecoaflagshipIn October 2024, Everplans was acquired by Precoa, a company specializing in preneed funeral marketing. This acquisition provided Everplans with a new home and access to Precoa's network in the funeral and end-of-life services industry. Everplans subsequently announced partnership with Precoa to 're-invent preneed policy sale and delivery' to help families make intentional and meaningful choices for funeral plans.
- De Pardo ConsultingcoreDe Pardo Consulting developed a white paper commissioned by Everplans titled 'Legacy Planning Tops Value for the $90T Wealth Transfer Reckoning' exploring how legacy planning makes firms irreplaceable. The research supports Everplans' enterprise value proposition for financial advisors.
- Death Over DinnerminorEverplans partnered with DeathOverDinner.org to create a workbook helping death dinner participants turn conversations about end-of-life planning into action. Bloomberg highlighted this collaboration.
- Hospitals and Healthcare FacilitiesminorEverplans has started working with hospitals and healthcare facilities to guide their patients through end-of-life planning decisions, providing professional channel distribution for the platform.
- Funeral HomesminorEverplans integrates with funeral homes as part of their end-of-life planning ecosystem, helping families coordinate funeral arrangements with pre-organized documentation.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Everplans competitors and assessment
Company assessmentDirect peers
- Trust & Will: Trust & Will is a direct end-of-life/estate planning platform offering wills, trusts, and digital storage, competing head-to-head with Everplans for both consumer and financial advisor customers.
- Cake: Cake is a direct end-of-life planning platform with content, planning tools, and secure storage for families—directly comparable to Everplans' planning-plus-vault model.
- Lantern: Lantern provides end-of-life planning and digital vault services to both consumers and businesses, overlapping Everplans' core product offering and customer segments.
- SafeBeyond: SafeBeyond is a digital legacy platform explicitly named alongside Everplans as a key competitor in the digital legacy market, offering post-mortem content delivery and estate planning tools.
- FutureVault: FutureVault is a direct enterprise peer that provides secure, branded digital vaults to financial institutions and advisors—directly competing with Everplans' enterprise offering for wealth management customers.
Emerging players
- Clocr: Clocr is a digital legacy and estate planning platform with a secure vault offering comparable to Everplans' digital vault and post-event access features.
- Gentreo: Gentreo offers family estate planning software with secure storage and beneficiary designation features, targeting comparable consumer and small-business end-of-life needs.
- DocuBank: DocuBank is a secure document storage and emergency information service for legal, healthcare, and fiduciary professionals—an adjacent niche player to Everplans' document and policy vault.
Broad incumbents
- 1Password: 1Password is a broad secure-vault incumbent offering encrypted credential and document storage to consumers and businesses; an adjacent incumbent that could broaden into legacy-style sharing features.
- DocSend (Dropbox): DocSend (part of Dropbox) provides secure document sharing and access controls for businesses and advisors—an incumbent with overlapping secure-vault mechanics that overlaps with Everplans' enterprise sharing use case.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights5 records
Customer concentration
Everplans social profiles
Digital presenceEverplans compliance and trust
Trust signalCompliance3 records
Everplans financial estimates
Financial estimateRevenue estimate
Valuation estimate
Everplans leadership team
Management profileNumber of profiles
Profiles7 records
Everplans funding detail
Funding detailFunding overview
Funding rounds5 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Everplans M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Everplans
What does Everplans do?
Everplans provides a cloud-based digital vault platform that helps individuals and families organize, securely store, and share vital documents, accounts, policies, and legacy planning information across categories such as home life, health, money, family, digital estate, estate planning, and end-of-life. The platform is offered as a freemium consumer app (free base tier with up to 3 items and a $99.99/year Premium subscription) and as a cobranded enterprise solution for financial advisors and wealth management firms. Secure sharing is enabled through a Deputy system with granular permissions including After Death Sections, and all data is protected by AES256, public/private key encryption, and SOC 2 Type II / HIPAA-compliant hosting.
Is Everplans a public or private company?
Everplans is a private company. It is classified as corporate owned and is currently operating.
When was Everplans founded?
Everplans was founded in 2012. It employs 11 to 50 people.
Where is Everplans based?
Everplans is headquartered in New York, United States, in the North America region.
How does Everplans make money?
One revenue line is on record: premium Subscription.
Who are Everplans's main competitors?
Direct peers on record are Trust & Will, Cake, Lantern, SafeBeyond and FutureVault. Emerging players are Clocr, Gentreo and DocuBank. Broad incumbents are 1Password and DocSend (Dropbox).
Does Everplans have an API?
No public API is recorded for Everplans.
What industry is Everplans in?
Everplans's product category is Digital Estate Planning. Its primary akta.pro industry code is HDABAHAG, Key Management, Encryption & Secrets Management (KMS/HSM/Vault), with a secondary code of BPAMAEAG, Directory Services & Identity Data Platforms. Its NAICS code is 51821 and its SIC code is 7372.