OUR SERVICES
A Complete
Life Organization System.
Personal guidance, professional organization, and both physical and digital solutions - giving you and your family clarity, confidence, and piece of mind.
HOW WE HELP
Organize What Matters Most in Your Life.
LifeDocs provides a complete, personalized process to identify, organize, and preserve your most important information - so your loved ones are never left searching, guessing, or overwhelmed.
Clarity Today
Everything in one organized system
Piece of Mind Tomorrow
Your family knows where to find everything
Secure & Private
Both physical and digital organization
Support at Every Stage
Whether you're getting started or managing complex holdings
WHAT WE ORGANIZE
Comprehensive Coverage for Every Area of Your Life
ESTATE PLANNING
Everything related to your estate plan in one organized location.
• Trusts
• Wills
• Powers of Attorney
• Healthcare Directives
• Living Wills
• Guardianship Documents
• Estate Attorney Information
• Executor Information
INSURANCE
Keep every policy organized and easy to locate.
• Life Insurance
• Health Insurance
• Long-Term Care
• Disability Insurance
• Homeowners Insurance
• Auto Insurance
• Umbrella Policies
• Agent Contact Information
REAL ESTATE
Organize everything related to your properties.
• Primary Residence
• Vacation Homes
• Rental Properties
• Mortgage Information
• Deeds
• Property Tax Information
• HOA Information
• Property Insurance
FAMILY INFORMATION
Keep important family information together.
• Emergency Contacts
• Family Tree
• Birth Certificates
• Marriage Certificates
• Military Records
• Military Discharge Papers (DD-214)
• Social Security Information
• Pet Care Information
FINANCIAL ACCOUNTS
A complete inventory of your financial life.
• Bank Accounts
• Investment Accounts
• Retirement Accounts
• Brokerage Accounts
• Credit Cards
• Loans
• Safe Deposit Box Information
• Financial Advisor Information
MEDICAL INFORMATION
Important information available when it matters most.
• Physicians
• Specialists
• Current Medications
• Allergies
• Medical Conditions
• Pharmacy Information
• Health Insurance Cards
• Organ Donor Information
DIRECTIVES & FINAL WISHES
Help your family understand your wishes.
• Funeral Preferences
• Burial or Cremation Wishes
• Personal Instructions
• Important Contacts
• Charitable Wishes
• Letters to Family
• Memorial Preferences
DIGITAL LIFE
One of the most overlooked areas of estate organization.
• Email Accounts
• Password Management Guidance
• Social Media Accounts
• Online Banking
• Cloud Storage
• Digital Assets
• Subscription Services
• Important Websites
OUR GUIDED PROCESS
From Uncertainty to Complete Clarity.
Meet Your LifeDocs Advisor
We learn about your goals and recommend the right package.
Meet Your Legacy Consultant
We guide you through everything you need to gather.
Gather Your Information
We help you collect, upload, mail, and categorize your documents.
Professional Organization & Review
We organize everything and review it with you for accuracy.
Your LifeDocs Portfolio
You receive your completed physical and digital portfolio.
AN ORGANIZED PORTFOLIO
What's Included With Every LifeDocs Experience
✓ Dedicated Legacy Consultant
✓ Personalized Consultation
✓ Professional Document Organization
✓ Secure Information Handling
✓ Customized LifeDocs Binder
✓ Premium Section Dividers
✓ Organized Digital USB Key Fob
✓ Family Roadmap
✓ Personalized Checklists
✓ Ongoing Support During Your Project
