Everplans
All the Pieces of Your World in One Place
Everplans organizes the details of your life and points you to your next step. It is complimentary for all Gibson Capital clients.
See How It Works
A quick look
Watch a short introduction to Everplans, then request your free access below and start with whichever section matters most to you. You can add to it a little at a time.
What it does
Everplans Simplifies Your Life
Organize
Keep family documents, IDs, vital information and accounts in one place.
Share
Give trusted people access to the items you choose from your Everplan.
Learn
Get articles, videos and checklists that walk you through each topic.
Remember
Receive reminders about important dates so nothing slips by.
Get guidance
A smart planning system points you to your next step.
What You Can Organize
Four areas of your life
Home Life
- Health
- Money
- Family
- Personal organization
- Pets
Digital Life
- Digital estate
- Online accounts
- Digital documents
Estate Planning
- Wills
- Trusts
- Life insurance
- Advance directives
- Important documents
End-of-Life Planning
- Funeral planning
- Settling an estate
- Grief support
Why it matters
Your Best Life. Organized.
84%are less productive when they feel disorganized
86%are less stressed when they are organized
65%feel anxious when critical information is scattered
Source: Everplans.
More Than Wills and Investments
Why we offer it
A complete plan is about more than wills, investments and insurance policies. It is about organizing and sharing everything from critical financial information to your final wishes and the passwords for important online accounts.
Everplans is a simple tool that guides you step by step through legal, financial, healthcare and personal decisions, so your plan is complete and your loved ones are not left with hassles.
- No more sticky notes, paper binders or outdated files
- You decide what to share, and with whom
- Free for Gibson Capital clients
Get Your Free Access to Everplans
Tell us where to send your invitation.
Free Checklist
Essential Planning Checklist
Not sure where to start? This checklist helps you and your family get your essential information in order.
Security
Everplans was purpose-built to be highly secure, and its website displays HIPAA Compliant, AICPA SOC and ADA site compliance badges. Read how your information is protected.
In the News
Everplans has been covered by major publications, including:
USA Today · CNBC · The Wall Street Journal · Wired
Your Questions, Answered
What does it cost?
Nothing. Everplans is complimentary for all Gibson Capital clients.
Who can see my information?
You choose. Everplans lets you share selected items from your Everplan with the trusted people you pick.
What can I keep in it?
Family documents, IDs, accounts, wills, trusts, insurance, advance directives, online accounts, final wishes and more.
Can I use it on my phone?
Yes. You can log in from a computer, and Everplans also has apps for iPhone and Android.
How do I get started?
Fill out the short form on this page. We will send your invitation, and Everplans will guide you from there.
Everplans is a third-party service. Gibson Capital offers access as a courtesy to clients and does not control the Everplans platform.