Smartphone screen displaying a key contacts form with fields for full name, email, and phone number, and options to indicate if an executor has been assigned.

LifeFile is the easiest way to keep track of your affairs. It’s the perfect companion to an estate plan or will, and organizes all of the things they don’t – so nothing gets lost when it matters most.

Keep your affairs in order and your mind at ease.

If anything were to happen to you, would your loved ones know where everything is?

The average adult now has over 150 accounts — brokerage, retirement, insurance, countless subscriptions...

Keeping track of it all is difficult enough for you, but when you leave without clear instructions, your loved ones are left to piece it all together in the dark.

Computer monitor displaying a dashboard interface for managing key contacts, featuring sections for dashboard, personal information, and more. It includes input fields for full name, email, and phone number, as well as a learning center section explaining the role of an executor.

From chaos to control in three simple steps

1

Take a guided journey.

Answer a few smart questions designed by estate planning professionals. Our AI will handle the rest.

2

Behold your LifeFile.

One place for every account, asset and instruction, with reminders and integrations to keep things current.

3

Grant secure access.

Share access with whom you choose using state of the art security and encryption standards.

Illustration of a yellow gift box with a black ribbon.

Get LifeFile Free for a Year

We’re launching soon. Be one of the first 1000 on the list and get your first year free.

Join the waitlist — we’ll keep you posted.