LifeBinder

Online Digital Binder

LifeBinder is intuitive and easy to use. Designed by financial and estate planning professionals, it guides you through creating a meaningful inventory of your most critical information.


Security

Protecting your information is our top priority. Highest level industry standard practices, third-party audits and two step verification ensure the security of your binder. Visit our Security page for more information.


Lifetime Access

LifeBinder is more than just a tool to store documents; it’s a roadmap designed to help families organize, share, and access crucial information at any time.

Pay once and enjoy lifetime access to:

  • Our exclusive eBook companion - great for getting started

  • Quick access to your Binder Tabs - Personal Information, Assets, Insurance, Digital World, Estate Planning & Legacy, Income, Debts & Expenses, Legal and Taxes

  • Secure storage for essential documents

  • Share your Tabs or Documents with family or professional advisors

  • Access from any device

Your Life Organization Roadmap

Simplify, secure, and manage your most important information with ease. Organize your life, share with loved ones, and access everything you need—anytime, anywhere.