Robust estate and legacy planning software seamlessly integrated with our wealth management platform.
The upcoming wealth transfer of an estimated £5.5 trillion by 2050 in the UK presents a unique set of challenges for financial advisers. With 90% of heirs changing their adviser after inheriting wealth, maintaining client relationships across generations is crucial. Additionally, outdated tools, scattered information, and the emotional complexities of estate planning can make this process daunting for both advisers and clients.
Lyfeguard empowers you to transform the complex wealth transfer landscape into an opportunity for growth. Our platform seamlessly integrates estate planning into your existing workflow, enabling deeper client relationships, streamlined processes, and a secure, confident transition of wealth across generations.
Securely store and organise wills, trusts, powers of attorney, and other essential documents in one place
Easily identify, catalog, and manage digital assets like online accounts, cryptocurrencies, and social media profiles
Facilitate meaningful conversations with clients and their families to ensure their wishes are clearly documented and understood.
Simplify the process of transferring assets to beneficiaries, minimising stress and potential conflicts.
Lyfeguard empowers you to conquer both challenges and capitalise on opportunities in wealth transfer. Our state-of-the-art estate planning software integrates seamlessly with your existing wealth management tools, transforming your client experience.
Here's how Lyfeguard strengthens your practice:
Effortless Onboarding: Streamline client intake and data import for a smooth workflow.
Enhanced Client Communication: Foster open communication with clients and families, building trust and fostering multi-generational planning.
Seamless Collaboration: Facilitate smooth collaboration with all parties involved – lawyers, accountants, beneficiaries – ensuring a coordinated and efficient approach.
Clear & Comprehensive Planning: Guide clients through centralising key documents including wills, trusts, and beneficiary designations, ensuring their wishes are clear and minimise future conflict.
Digital Asset Management: Empower clients to manage their digital assets effectively as part of their comprehensive estate plan.
Minimise Client Churn: Reduce the 90% client loss rate during wealth transfer by demonstrating your long-term commitment to their financial well-being. Lyfeguard empowers you to become a trusted adviser across generations.
Expand Your Service Offerings: Stand out from the competition by offering a comprehensive wealth management solution that includes sophisticated estate planning tools. Lyfeguard allows you to attract new clients seeking holistic financial planning.
Simplify Your Workflow: Save valuable time and resources with an efficient and intuitive user interface. Lyfeguard streamlines the estate planning process, allowing you to focus on building strong client relationships and delivering exceptional service.
Deeper Client Engagement: Foster open communication with clients and their families about legacy planning and wealth transfer strategies. Lyfeguard's user-friendly tools facilitate productive discussions, leading to stronger client relationships.
Become a Legacy Planning Expert: Position yourself as a trusted advisor for multi-generational financial planning. Lyfeguard equips you with the tools and resources to guide clients through the estate planning process effectively.
Invest in Innovation: Lyfeguard's platform is constantly evolving to meet the ever-changing needs of the wealth management industry. Stay ahead of the curve with a future-proof solution.
Enhanced Security & Compliance: Benefit from robust security measures, ensuring client information remains protected.
Simplified Process: Streamline the estate planning process with user-friendly tools and clear communication.
Peace of Mind: Ensure clarity and confidence in their wealth transfer plans, minimising ambiguity and potential family conflict.
Enhanced Family Communication: Facilitate productive conversations about future financial security, fostering a sense of unity and preparedness.
By leveraging Lyfeguard, you can not only retain existing clients during wealth transfer, but also position yourself as the trusted advisor for their heirs, securing the future of your practice and helping families navigate this crucial transition with confidence.
Schedule a demo today to see how our software can help you transform your client experience and secure the future of your practice.
