Everplans

Everplans runs a digital vault where people store and share the documents, accounts, insurance policies and instructions their families would need after a death or emergency. It sells the app directly to consumers and offers an enterprise version that financial advisors and wealth managers provide to clients under a cobranded vault.

Users work through guided sections covering family documents, IDs, financial accounts, insurance, property, business interests and personal wishes, and receive reminders about key dates. Items can be shared one by one with family members, advisors or other chosen contacts. For firms, the company pitches a content library for ongoing client engagement, planning tools, and a sharing feature it calls the Digital Deputy Network, which brings a client's heirs and other designated contacts into the advisory relationship before an estate transfer. Apps run on the web, iOS and Android.

Abby Schneiderman and Adam Seifer started Everplans in 2012. Precoa acquired the company in October 2024, and the two have since built a preneed policy sales tool together. The company says the vault uses bank-level encryption and that it is SOC 2 certified and HIPAA compliant. Consumer plans run from a free tier to Premium at $99.99 a year; enterprise pricing is not published.