How to Store Important Documents Using Everplans

July 2, 2019

Have you ever wondered how your loved ones would access your important information if you were to pass away unexpectedly? When someone passes away, their loved ones are often left searching for important information such as a will, financial records, insurance information and passwords to social media accounts.

That’s where Everplans comes in – their digital vault securely stores your important documents, passwords and directives. Read on to learn more about how you can store and share your most important information, including your life insurance policies, with Everplans.

How Everplans Works

The Everplans digital vault contains six categories of information, broken down into 29 subsections. Your legacy plan includes your bank account information, insurance policies, medical records, end-of-life medical directives and so much more. You can also leave instructions on the day-to-day items, such as your pet’s food preferences or instructions for distributing items you might have left out of your will, such as artwork or furniture.

Your customized dashboard will guide you through the entire setup process to ensure that you’ve uploaded and stored the items your loved ones will need to finalize your estate. Once you set up your plan, you can assign a Deputy to your account. This person will have access to view the parts of your Everplan that you have invited them to access. You can also lock parts of your Everplan that will remain private and inaccessible to your Deputy until after you’re gone.

What You Should Store in Your Everplan

While it is entirely up to you what you choose to store in your Everplan, we have a few suggestions that will help you get the most out of this tool.

Personal, Estate and Professional Documents

You will want to include personal documents such as proof of identity, a birth certificate, social security information, marriage or divorce certificates, prenuptial agreements or discharge papers from the Armed Forces. Your estate documents pertain to your will, power of attorney and trust information. And be sure to list professional contacts such as lawyers or accountants who can assist your family with final preparations.

Bank Accounts

Beyond storing your login information for your bank accounts, you’ll want to specify how you would like your loved ones to handle these accounts when you die. Your family will need to pay off any remaining debt, close your accounts and manage your finances. This is also a safe place to store your banking PIN number, credit card information, tax returns and combinations to any locks or safes where you store money or valuables.

Healthcare Information + Medications

Depending on the extent of your end-of-life plans, you might have several different types of documents, including medical directives, healthcare power of attorney or a living will. You might also list the medications you are taking as well as the contact information for your healthcare provider and pharmacy.

Insurance Policies

Your Everplan will have a section to list your life insurance policy information as well as your chosen beneficiary. This can make all the difference for your loved ones – ease of access to beneficiary information will prevent a lot of headaches when it comes time to settle your estate. You can also include information about any annuities or indexed universal life (IUL) policies you own.

Additionally, you’ll want to include your health insurance, vision and dental insurance, and your HSA account information.


When you die, your family will need to close your online accounts. According to Dashlane , we are constantly forgetting our login credentials (up to 37 times for the average user) and the average American internet user has about 130 online accounts! When you store your list of passwords in your Everplan, you can rest easy knowing you’ll never have to hit the “forgot password” button again – and neither will your loved ones when it comes time to close those accounts.

Don’t forget to include passwords to your online banking accounts, social media accounts, Amazon services and digital finance apps.

Subscription Services

Services like Netflix and Hulu might be last on your list when it comes to final preparations. However, these services will still bill your account when you pass away. Store your login information alongside a full list of your paid entertainment accounts for ease of access.

Why it Matters

While you’re alive, your Everplan can help you avoid identity theft, keep track of your online accounts and store your passwords in a secure location. From a budgeting perspective, your Everplan will help you avoid unnecessary charges from ongoing subscriptions, budget more effectively and get a big-picture look at your financial situation.

You’ll also gain peace of mind knowing that your loved ones won’t face the struggle of hunting down your important documents when you die.

How Your Everplan Can Benefit Your Loved Ones

When you pass away, your Everplan will provide your loved ones with all the information they need to make final arrangements. Your Everplan even includes a section for funeral preferences, letters to friends and family, and cherished memories that your loved ones can hold on to after you pass. And with expert guidance during your account setup, you can rest easy knowing that all your vital information is safely stored in your Everplan.

Ready to get your Everplan? Your Symmetry Financial Group Agent can help you access and set up your free Everplan account. Symmetry agents have access to a complete set of tools, including Everplans, that can help you gain peace of mind and financial security.

If you’re just getting started, you can connect with a Symmetry agent by requesting a quote for life insurance today.


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