OUR STORY
LifeDocs Was Created
From Both Sides of The Experience.
Financial expertise and personal loss came together to create LifeDocs - a more thoughtful, complete, and compassionate way to organize the information that matters most.
OUR WHY
One of Us Witnessed
the Problem. One of Us Lived It.
After unexpectedly losing her husband at a young age, Jenn experienced the confusion, stress, and heartbreak of not having important financial, property, and healthcare information organized.
Chase, with 10 years as a financial advisor, saw the same problem from the professional side - clients who had the right documents but couldn't find them when it mattered most.
Together, we created LifeDocs to give families the clarity and preparation every family deserves.
MEET THE FOUNDERS
Two Perspectives. One Mission.
LifeDocs combines real world financial expertise with a deeply personal understanding of what families go through when information is missing, disorganized, or inaccessible.
CHASE
Founder
With 10 years as a financial advisor, Chase repeatedly saw the same problem: clients had trusts, wills, investments, and insurance - but their families often had no idea where everything was or what to do when something happened. He saw a missing link in the planning process.
JENN
Partner
After unexpectedly losing her husband, Jenn experience firsthand the pain, confusion, and emotional toll of not having important information organized and accessible. All the while experiencing the most grief in her life. Her experience because the driving force behind LifeDocs.
REAL EXPERIENCE
A CLEAR MISSION
PEOPLE FIRST
LASTING IMPACT
Because the people you love deserve clarity
A more compassionate way to prepare
Bring piece of mind to every family
Built from both sides of the journey