Everplans Cash Back Offers & Discounts

Everplans is a secure online subscription service that guides you through organizing, storing, and sharing all your vital information, from your Will, to all the types of insurance you have (often a lot more than you realize), to family recipes. Everplans guides and encourages you to complete small tasks that take no more than 5-10 minutes, so what seems scary and overwhelming becomes super doable and truly rewarding. Users can sign up for the platform directly, or through a financial professional.

Everplans also allows you to share vital materials safely with loved ones and professionals that may need access now or after you’re gone. We provide access to more than 2,500 articles, checklists and worksheets about every planning issue imaginable - from day-to-day routines, to emergencies, to speaking with family members about emergencies and death. Everplans is a vital service, made all the more important during COVID-19, as families across the country were faced with unexpected planning moments.