The Future of Managing Estates.
Lyfeguard is a secure, next-generation digital vault that transforms how lawyers manage estates.
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Lyfeguard is a secure, next-generation digital vault that transforms how lawyers manage estates.
Book a DemoOffer your clients a secure, digital vault for their most important estate planning documents, including wills, trusts, powers of attorney, and guardianship designations. This centralised repository ensures easy access and reduces the risk of loss or misplacement, simplifying the wealth transfer process for beneficiaries. With Lyfeguard, your clients can rest assured that their critical documents are protected and readily available when needed, giving them peace of mind and saving you time.
Lyfeguard recognises that estate planning is about more than just money. It's about preserving legacies and ensuring loved ones are cared for. Our platform allows clients to plan for their funeral arrangements, leave sentimental messages for family and friends, and share their values and wishes for future generations, adding a personal touch to the estate planning process. By capturing these personal wishes, you can create a more comprehensive and meaningful estate plan for your clients.
Lyfeguard integrates with over 250 financial institutions to provide a real-time view of your clients' assets and liabilities. This ensures that the information is always accurate and relevant, allowing you to provide proactive advice and make informed recommendations for their estate plans. With a clear understanding of your clients' financial situation, you can confidently guide them through the complexities of estate planning and help them achieve their goals.
Lyfeguard enables secure sharing of estate planning documents and information with family members and trusted advisors. This fosters transparency, facilitates important conversations, and ensures everyone is on the same page. By involving families in the planning process, you can strengthen relationships, reduce the potential for conflict, and position yourself as a trusted partner for generations to come.
