Loading organizations...
§ Private Profile · 20 W 20th St, New York, NY, United States
Online platform for families to organize and securely share critical legal, financial, and health information for end-of-life & emergency planning.
Everplans is a Las Vegas, Nevada-based technology company that provides a secure online platform for users to organize, store, and share critical legal, financial, and health documents for end-of-life and emergency planning. The subscription-based software service caters to individual users, families, financial advisors, and funeral homes by centralizing essential estate and healthcare information into a single digital vault. Previously backed by venture capital, the enterprise raised $2.07 million in a 2014 funding round before being acquired by Precoa, a national end-of-life planning corporation. Operating as a wholly-owned subsidiary, the platform integrates with Precoa's broader network, which currently serves a customer base of over one million households across the United States. Following the acquisition, the company maintained its existing data privacy protocols while accelerating product innovation. Everplans was founded in 2012 by Adam Seifer and Abby Schneiderman.
Everplans has raised $9.4M across 3 funding rounds.
Everplans has raised $9.4M in total across 3 funding rounds.
Everplans has raised $9.4M across 3 funding rounds. Most recently, it raised $6.4M Series A in June 2016.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Jun 30, 2016 | $6.4M Series A | Mousse Partners | TIM Rozar, David Macmillan | Announced |
| Apr 1, 2014 | $2M Seed | — | Andreessen Horowitz, MAC Venture Capital, Scout Ventures, Serena Ventures, Tsvc Capital, Steve Stoute, David McCabe, Mark Seelig | Announced |
| May 1, 2013 | $1M Seed | — | Andreessen Horowitz, MAC Venture Capital, Scout Ventures, Serena Ventures, Tsvc Capital, Steve Stoute | Announced |
Everplans has raised $9.4M in total across 3 funding rounds.
Everplans's investors include Mousse Partners, Tim Rozar, David Macmillan, Andreessen Horowitz, MaC Venture Capital, Scout Ventures, Serena Ventures, TSVC Capital, Steve Stoute, David McCabe, Mark Seelig.
# High-Level Overview
Everplans is a digital estate planning and personal information management platform that helps individuals organize, securely store, and share critical life documents and information with trusted family members and advisors.[1][2] The company serves consumers and businesses by providing a centralized digital vault for everything from legal and financial documents to healthcare directives, insurance policies, and personal wishes—essentially creating a comprehensive "Everplan" that loved ones would need if something happened to the account holder.[3][4]
The core problem Everplans solves is the widespread disorganization of vital personal information. Rather than having documents scattered across physical files, email, and various accounts, the platform consolidates this information in one secure location with guided workflows to ensure nothing is overlooked.[5] The company operates on a freemium model, with a free base app and a premium tier ($99.99 annually) that includes expert guidance, exclusive articles, and priority support.[4]
# Origin Story
Everplans was founded in 2012 by Abby Schneiderman and Adam Seifer, both of whom brought experience building and scaling technology businesses.[2] The company emerged from New York and has grown to serve a broad consumer base seeking better ways to manage end-of-life planning and personal organization.[3] In a significant milestone, Everplans was acquired by Precoa in October 2024, marking a transition in ownership and potentially signaling validation of the digital estate planning market.[2]
# Core Differentiators
# Role in the Broader Tech Landscape
Everplans operates at the intersection of several significant trends: the aging population's need for better end-of-life planning, the digitization of personal records, and growing consumer awareness around cybersecurity and data privacy.[4][5] The platform addresses a genuine market gap—most people lack organized systems for managing critical information, with research cited on Everplans' site showing that 65% of people feel anxious when critical information is scattered.[5]
The company's acquisition by Precoa in 2024 reflects broader investor interest in the digital estate planning and personal information management space. As digital assets and accounts proliferate, the need for centralized management tools becomes increasingly urgent for both individuals and their families. Everplans' emphasis on security compliance (HIPAA, SOC 2) positions it to serve not just consumers but also institutional partners and membership organizations like MOAA, which offers Everplans Premium to its members at discounted rates.[6]
# Quick Take & Future Outlook
Everplans has established itself as a leader in making estate planning accessible and less intimidating through technology. The platform's strength lies not in innovation for innovation's sake, but in thoughtful product design that acknowledges the emotional and practical complexity of end-of-life planning. The 2024 acquisition by Precoa suggests the company will likely expand its reach through new distribution channels and potentially integrate with complementary financial planning tools.
Looking ahead, Everplans' trajectory will likely be shaped by demographic trends (aging Baby Boomers), regulatory developments around digital asset management, and the broader shift toward personal data organization. As digital lives become more complex—with cryptocurrency, online accounts, and digital assets—platforms that help people document and transfer this information will become increasingly valuable. The company's focus on security and compliance positions it well to capture this growing market while maintaining the trust that's essential when handling sensitive personal information.