A person’s life is spread across documents, apps, providers, advisers, portals, email inboxes, filing cabinets, family conversations, and old passwords. One institution holds a policy. Another holds a pension. A solicitor holds a will. A family member knows where something is, but only because they were told years ago.
When everything is calm, that fragmentation is inconvenient. When life changes, it becomes a problem. Families lose time searching. Professionals advise from partial information. Executors inherit uncertainty. Important details are missed at the moment they matter most.
How It Works
Lyfeguard connects fragmented personal and financial information into a single, living intelligence layer — then makes it actionable for the people and professionals who need it.
Documents and data flow in from across a client's professional and personal ecosystem — automatically or manually.
AI classifies every document, links it to the right records, and builds a living picture of each client's life.
Clients control who sees what. Professionals get context. Institutions get structured, verified data — with consent.
The Shift
Choose your path
Professional firms
Help clients build a complete, permissioned record while your firm surfaces held-away assets, life events, missing information, review opportunities, family relationships, and private client needs.
Individuals and families
Store documents, accounts, wishes, policies, property details, and key contacts in one secure record. Start with the essentials, build over time, and choose exactly who can access what.
For professional firms
Lyfeguard helps firms move beyond static records and fragmented client files. Clients add, verify, and permission important information. Firms gain a clearer view of the client’s world, including assets held elsewhere, family context, document gaps, vulnerabilities, life-stage changes, and moments where timely advice or legal support may be needed.
For individuals and families
Most people do not have everything in one place. The will is somewhere safe, but not always easy to find. Pension details are buried in old emails. Insurance policies sit with different providers. Passwords, property details, digital accounts, and wishes are spread across systems and memories. Lyfeguard helps you bring those things together gradually, without turning preparedness into another overwhelming life-admin project.
Trust and security
Lyfeguard is designed around control, permission, and protection. Your information is organised securely, financial connections are read-only, and sharing is based on what you choose to make available.
All data is encrypted at rest and in transit using AES-256, the same standard trusted by governments and financial institutions worldwide.
Every account is protected with 2FA, adding an essential second layer of verification to prevent unauthorised access.
Continuous threat detection and response powered by Defense.com's SIEM platform, ensuring round-the-clock vigilance.
Regular independent pen tests identify and remediate vulnerabilities before they can be exploited.
Our infrastructure runs on Amazon Web Services, leveraging world-class reliability, scalability, and security controls.
All customer data is stored exclusively in UK-based data centres, ensuring compliance with UK data sovereignty requirements.
We hold ISO 27001 certification, demonstrating our commitment to a rigorous information security management system.
Certified under the UK Government's Cyber Essentials scheme, verifying our defences against the most common cyber threats.
People use Lyfeguard because the important details of life are too important to leave scattered. Families, advisers, and solicitors all benefit when information is easier to find, understand, and share.
"Excellent concept skillfully brought to life. This platform offers a safe and user-friendly solution for organizing the multitude of documents and details that our loved ones will require once we're no longer around. It's also a highly practical tool for navigating today's busy world while we're still living."
April J
GB
"Great idea well executed. This platform is a secure, easy to use way to handle the plethora of documents and information that those dear to is will need when we’re gone; and a very useful tool for managing modern life while we’re still here."
Jonathan W
GB
"I recently signed up to Lyfeguard. It's a great tool for anyone who wants to keep their life organised and secure. Information all together in one place."
David J
GB