Your organized life starts now.
Whether you're a professional looking to extend your practice or a family ready to get organized, LifeBinder has a path for you.
Keep critical life information organized, accessible, and ready to use.
Secure Document Storage and Sharing for Estate Planning Firms and Families
Where Planning Becomes Reality
Why LifeBinder Good plans deserve a great system.
LifeBinder gets life's most critical information to the right people, at the right time, in the right format. It's not a filing cabinet or a cloud folder. It’s a structured, secure system built for the moment an estate plan needs to work.
A better way for you to stay prepared.
Estate Planning Attorneys & Advisors
Offer clients a co-branded LifeBinder as part of your practice. Deepen relationships, improve plan execution, and differentiate your firm with a platform built around how you work.
Individuals & Families
When your attorney or advisor sets up LifeBinder for you, everything important is already organized, already shared, and ready to use. No scrambling. No guessing.
3-Steps How It Works
Partner
Step 1Co-brand LifeBinder with your firm. Your name stays front and center with every client who uses it.
Onboard
Step 2Assign seat licenses directly to clients. They're guided through the setup; you stay connected to their progress.
Stay Connected
Step 3When a client's plan needs to be used, the right people have access to everything, organized and ready.
Sign up
Step 1Create a LifeBinder account for yourself, your partner, or your family, and begin the process of organizing your life’s most important details.
Upload
Step 2Upload your documents to our secure folder, either in a single batch or one by one as you locate them. Your information will be safeguarded with the strictest measures available.
Share
Step 3Give family members and trusted advisors access to your LifeBinder. Access can be adjusted for each user, and you choose which documents they can view.
What’s Inside Nine tabs. Zero gaps.
LifeBinder’s structure was designed alongside estate planning attorneys to capture every category of crucial life information so nothing gets left out, and nothing gets lost.
01 Personal Information
02 Estate Planning
03 Assets
04 Insurance
05 Debts & Liabilities
06 Income & Expenses
07 Taxes & Other Legal
08 Digital World
09 Final Arrangements
For Professional Partners
The missing piece in every estate plan.
The LifeBinder partnership model is built around your firm. Co-brand the platform with your identity, onboard clients directly, and maintain the connection to the information that matters most. Seat licenses scale with your practice, with volume pricing available for larger firms.
Co-Branded With Your Firm
Permission-Based Client Access
Volume Licensing for Any Practice Size
Designed Alongside Estate Planning Attorneys
Our Team Founded by attorneys. Built for everyone.
Founded by estate planning attorneys and insurance professionals who encountered the same challenge across thousands of client engagements, LifeBinder is the platform they wished had existed.
Todd LaFever
Partner / Founder, iSolved
Craig Henne
Advisory Board
FAQ Got questions? Good.
Visit the Help Center
How does the co-branding model work for firms?
In the co-branding model, everything within the platform retains your business’s branding. You’ll be able to onboard clients directly within the software and manage their access.
How secure is my information in LifeBinder?
At LifeBinder, we use a layered cybersecurity approach to maintain your privacy and security, including advanced encryption and robust access-based controls. We regularly test our systems to ensure your data stays secure.
Who can see my LifeBinder?
You choose who can view the documents in your LifeBinder. You can grant access to family members, partners, trusted friends, or advisors and choose which documents they can view.
Can my attorney or financial advisor access my binder?
Yes, if you so choose. After your LifeBinder has been set up, you can share access permissions with your attorney or financial advisor. You may share your LifeBinder in full or only certain documents.
What happens to my LifeBinder if something
happens to me?
During account setup, you can choose a partner or family member to gain access to the full account should something happen to you.
Is there a mobile app?
Yes, you can use the LifeBinder mobile app to manage your documents on the go.
