EverSettledGive patients and families the gift of a settled estate.
EverSettled helps hospice and hospital teams give patients and families a secure place to organize documents, wishes, and estate details — completely free for patients.So when a loss happens, families have everything they need in one secure place.
Built in San Francisco · Trusted by families across the U.S.
Empower patients and families to prepare while they still can
EverSettled acts as a secure digital vault where patients and families can store important information and documents. When a loss happens, families don't have to search — everything is already organized and ready.
Secure Digital Vault
Patients securely store wills, deeds, insurance policies, account information, and personal instructions — all in one encrypted place.
Guided Preparation Checklist
A step-by-step checklist helps patients ensure nothing is forgotten. From beneficiary updates to final wishes, we guide them through every detail.
Document Organization
Upload and categorize critical documents. When the time comes, family members have instant access to everything they need.
Seamless Family Handoff
All stored information is pre-filled for the family. They can continue using the platform for estate settlement with minimal friction.
Peace of Mind for Patients
Knowing their affairs are in order lets patients focus on what matters most — time with loved ones, not paperwork.
100% Free for Patients
Hospice and hospital patients never pay a cent. We only charge families later if they choose to use EverSettled for the full estate settlement — and that cost is paid from the estate.
How It Works for Hospices & Hospitals
A simple, compassionate process that fits naturally into your existing care workflows.
1. Partner with EverSettled
Your hospice or hospital signs up as a partner. We provide co-branded materials and training for your care team.
2. Introduce to patients
Your social workers, care coordinators, or case managers introduce EverSettled to patients and families.
3. Patients prepare their vault
Patients upload documents, fill in asset details, name beneficiaries, and leave personal instructions — all at their own pace.
4. Family inherits a head start
When a loss happens, the family receives a fully organized digital estate. No searching, no guessing — just a clear path forward.
What patients and families can organize — before or after a loss
Our guided checklist walks patients and families through everything that will be needed. Every item can be checked off, documented, and securely stored — all in one place.
Personal & Legal Documents
- Last Will & Testament
- Trust documents
- Power of Attorney
- Healthcare directives / Living Will
- Birth & marriage certificates
- Social Security card
- Passport / ID
Financial Accounts
- Bank accounts & credit unions
- Investment & brokerage accounts
- Retirement accounts (401k, IRA)
- Pension information
- Cryptocurrency wallets
- Safe deposit box location & keys
Insurance & Benefits
- Life insurance policies
- Health insurance details
- Long-term care insurance
- Veterans benefits
- Employer benefits & contacts
Property & Assets
- Real estate deeds & mortgages
- Vehicle titles & registrations
- Valuable personal property
- Storage unit details
- Business ownership documents
Digital & Subscriptions
- Email account access
- Social media account wishes
- Online subscriptions list
- Cloud storage locations
- Password manager info
Personal Wishes & Instructions
- Funeral & burial preferences
- Organ donation wishes
- Personal letters to loved ones
- Pet care instructions
- Special bequests or gifts
This is not a will creation tool.
EverSettled helps patients and families organize and store existing documents and information. Wills and legal documents should be created with an attorney, then uploaded to our secure vault.
How EverSettled compares
Most families deal with estate settlement after a loved one passes — scrambling to find documents, accounts, and legal papers. EverSettled flips the script.
| EverSettled | Paper Binder / Folder | Estate Attorney | No Preparation | |
|---|---|---|---|---|
| Cost to Patient | Free | $20 – $50 | $2,000 – $5,000+ | $0 |
| Secure Cloud Storage | ||||
| Guided Checklist | ||||
| Digital Document Upload | ||||
| Accessible by Family After Passing | Only if they find it | |||
| Estate Settlement Support | Full Platform | Billable hours | ||
| Fire / Flood / Loss Proof |
Stories from families and care teams
Hear from people who experienced the difference
“When my husband was in hospice, a social worker suggested EverSettled. It gave him purpose in his final weeks — organizing everything for me. I can't tell you how much easier it made things when the time came.”
Marisol G.
Hospice Patient's Spouse
“As a palliative care specialist, I've seen families struggle to locate documents for months after a loss. EverSettled gives patients a way to take care of their family one last time. It's a gift.”
Katherine K.
Palliative Care Specialist
“My father used EverSettled during his last months. Everything was organized — the will, insurance, bank accounts, even his wishes for the memorial. It turned what could have been chaos into clarity.”
Arnel P.
Family Member
Transparent & Simple Pricing
Your hospice or hospital and your patients never pay. Families only pay if they choose to continue using EverSettled for estate settlement — and the cost comes from the estate.
Patient Vault Access
100% Free — No strings attached
Estate Settlement
Charged against the estate — not out of pocket
Families get a 2-week free trial. They only pay if EverSettled helps them — and the fee is paid from the estate, not out of pocket.
Frequently Asked Questions
Everything you need to know about partnering with EverSettled.
Yes, 100%. Hospice or hospital patients and your organization never pay anything. We only charge families after a patient passes, and only if they choose to use our full estate settlement platform. That fee ($199) is charged against the estate — not out of pocket.
No. EverSettled is not a will creation platform. We are a secure digital vault and organization tool. Patients should create their will with an attorney or legal service, and then upload it to EverSettled for safekeeping and easy family access.
During setup, patients designate trusted family members who will receive access. When the time comes, those family members can log in and see all organized documents, account details, instructions, and the estate settlement checklist — pre-filled with information the patient already provided.
Any document that would help their family: wills, trusts, insurance policies, bank account details, property deeds, vehicle titles, passwords, personal letters, funeral preferences, and more. Documents are encrypted in transit and at rest and stored with vetted cloud providers.
No. We handle everything. Your social workers, care coordinators, or case managers simply introduce EverSettled to interested patients and families. We provide informational materials, and patients sign up on their own (or with family help). No IT integration required.
Paper binders can be lost, damaged, or incomplete. EverSettled is cloud-based, encrypted, and accessible from anywhere. It also includes a guided checklist that tells patients exactly what to organize, and it seamlessly transitions into a full estate settlement platform for the family.
Absolutely. Data and documents are encrypted in transit and at rest and hosted with vetted cloud providers. Patient information is never shared or sold and is only used to help organize their estate.
Offering EverSettled enhances the value of your care services. It shows patients and families that you go above and beyond — not just for medical care, but for peace of mind. It also reduces the burden on care teams who often field estate-related questions they can't fully answer.
Give patients and families a settled estate.
Partner with EverSettled and offer hospice or hospital patients a free, secure way to organize their affairs — so their family can grieve without the chaos.
No cost to your organization. No technical integration needed. Just better care for your patients and families.