Everplans was founded in 2012 by Adam Seifer and Abby Schneiderman in New York City, with the mission of helping people organize the information their families will need when they die or become incapacitated. The platform raised $16.4 million in funding across six rounds, with investors including Transamerica Ventures and RGAx, before being acquired by National Guardian Life Insurance in January 2021 and subsequently by Precoa in October 2024 to integrate with preneed planning services.
The platform combines a structured digital vault with a personalized guidance engine that walks users through collecting financial, legal, health, digital, and personal legacy information. Users can store estate planning documents, account credentials, insurance policies, medical directives, and final wishes, then grant secure access to designated deputies such as spouses, adult children, or financial advisors. The enterprise version allows financial institutions, insurance companies, and professional advisors to offer Everplans as a client benefit.
Everplans serves two primary audiences: individual consumers building a personal information legacy plan, and financial services professionals who offer the platform as a client-facing tool to deepen relationships and facilitate estate settlement. Advisors use the platform to ensure clients have organized documents and that the advisor is listed as a designated contact, improving continuity during life transitions.
Unlike will-generation tools, Everplans does not draft legal documents directly — its differentiation is the comprehensive organization and secure sharing of all information a family needs, including the non-legal details that often create the most friction after a death. This positions it as a complement to attorney-drafted documents and a standalone product for the broader life planning category.
Hands-on review pending.
