OUR SIMPLE, INNOVATIVE PLATFORM HELPS YOU
Get organized in 3 easy steps:
1. Sign up
It's free and easy to get started. Just create an account and you're on your way.
2. Add Your LifeProxy℠ and Notification Profile
Decide who can view your information now or who gets notified when it's time.
3. Add Your LifeBytes℠ and Documents
From your primary home to your time share to your storage rental unit – document them here. Have a safety deposit box? List it here along with the location, access information, and contents. That CD that matures in 10 years? It goes here, too.
What is a LifeProxy℠?
A LifeProxy℠ is someone you trust who you want to be able to see your information now or in the future. This can be your partner, spouse, kids or whomever you wish. It can also be someone who will execute your wishes like your lawyer, family friend or a designated family member. You can choose to let them see (read-only) your information at any time or only allow them after you pass or are incapacitated.
What is a LifeByte℠?
A LifeByte℠ is the basic building block of your Estate Profile. Basically, a LifeByte℠ is anything that you own or lease, as well as any important documents and instructions. Each of these are represented as an individual LifeByte℠ — and it's important to be thorough and capture all of them.
Here are some examples of LifeBytes℠ you can add to your profile:
Physical Items
Everything from your home sweet home to the investment collection you've been building for years
Financial Accounts & Interests
Cash accounts, investment accounts, and business interests
Legal Documents
Birth certificates, marriage certificates, divorce decrees, and your will, to name a few
Instructions & Other Information
Information that might be important to your family and instructions for anything you'd like them to know or do
