Understand the terms behind life admin, estate planning, financial organisation, digital legacy, insurance, care planning, and family preparedness, without the jargon.
Life admin can involve unfamiliar words from finance, law, insurance, technology, and family planning. The Lyfeguard glossary explains those terms clearly, so you can feel more confident organising information, asking questions, and planning ahead.
Use it to understand what a term means, why it matters, and when it may be relevant to your documents, accounts, wishes, family, or professional advice.
A scheduled adviser review of a client’s circumstances, objectives, portfolio, needs, support requirements, and financial plan.
Learn morearrow_forwardA person appointed under a lasting power of attorney to make decisions within the scope of that document.
Learn morearrow_forwardExisting clients or historic relationships that may be under-engaged but still commercially, operationally, or service relevant.
Learn morearrow_forwardA person or organisation who may receive assets, gifts, or benefits from an estate, pension, policy, trust, or other arrangement.
Learn morearrow_forwardThe gradual loss of usefulness in client records as people’s circumstances, assets, family details, contact information, and needs change over time.
Learn morearrow_forwardStructured, useful client information that helps firms understand needs, relationships, opportunities, risks, support requirements, and review triggers.
Learn morearrow_forwardThe FCA framework that requires regulated firms to act to deliver good outcomes for retail customers.
Learn morearrow_forwardThe online accounts, digital assets, subscriptions, devices, cloud storage, photos, files, and digital wishes someone leaves behind.
Learn morearrow_forwardA law firm’s archive of wills or will clients that may not have been reviewed or actively engaged for years.
Learn morearrow_forwardA practical list of documents, contacts, accounts, policies, wishes, and provider details that family members or trusted people may need quickly.
Learn morearrow_forwardThe work of identifying, collecting, managing, settling, and distributing a deceased person’s assets and liabilities.
Learn morearrow_forwardThe area of life information related to wills, LPAs, executors, beneficiaries, trusts, wishes, funeral instructions, and estate planning.
Learn morearrow_forwardA person named in a will to administer the estate after death and carry out the terms of the will.
Learn morearrow_forwardA pension or policy nomination that indicates who someone would like to benefit, subject to provider or scheme rules.
Learn morearrow_forwardInformation about the people connected to a client’s life, responsibilities, estate, care, support network, and future decisions.
Learn morearrow_forwardOrganising information so family members or trusted people can find what they need if support, incapacity, or death occurs.
Learn morearrow_forwardThe process of organising accounts, pensions, policies, goals, family details, documents, and questions before meeting a financial adviser.
Learn morearrow_forwardAssets, accounts, pensions, investments, cash, property, or policies a client holds outside a professional adviser’s current view or platform.
Learn morearrow_forwardCash balances held outside an adviser’s current view or the main advised portfolio, often requiring context before any recommendation is made.
Learn morearrow_forwardThe process of organising estate information so executors, family members, beneficiaries, and professionals have a clearer starting point later.
Learn morearrow_forwardRecording policy details, renewal dates, providers, premiums, documents, and reminders so insurance information is easier to review before deadlines.
Learn morearrow_forwardA legal arrangement in England and Wales that lets someone appoint attorneys to make certain decisions if they lose capacity or need support.
Learn morearrow_forwardThe everyday work of managing important documents, accounts, policies, renewals, contacts, providers, household details, and personal information.
Learn morearrow_forwardA change in someone’s life that may create a need for review, advice, support, updated information, or professional action.
Learn morearrow_forwardA client record that stays current over time rather than remaining a static snapshot from onboarding, a matter file, or an annual review.
Learn morearrow_forwardPreparing the documents, people, preferences, practical information, and support arrangements around lasting power of attorney decisions.
Learn morearrow_forwardThe legal-sector challenge of building relationships with executors, beneficiaries, attorneys, and family members before probate or crisis.
Learn morearrow_forwardThe wealth-management challenge of retaining relationships and assets as wealth passes to spouses, children, beneficiaries, or inheritors.
Learn morearrow_forwardThe broader use of permissioned financial data connections to help people see more of their financial picture across providers and accounts.
Learn morearrow_forwardThe process of finding old or lost pension provider details, often using employer history, old documents, provider records, or tracing services.
Learn morearrow_forwardA controlled way to share specific information with specific people or professionals based on what the user chooses to make available.
Learn morearrow_forwardThe document that explains what an insurance, pension, financial, or protection policy covers, who provides it, and how it can be used or claimed.
Learn morearrow_forwardLegal services focused on individuals and families, often including wills, LPAs, trusts, probate, estate planning, later-life matters, and family wealth.
Learn morearrow_forwardThe legal and administrative process of dealing with someone’s estate after death, including authority to administer assets where required.
Learn morearrow_forwardGiving an adviser, solicitor, accountant, broker, or other professional access to selected information relevant to their work.
Learn morearrow_forwardA financial data connection that can help display information from supported accounts but cannot move, spend, transfer, or withdraw money.
Learn morearrow_forwardA person chosen to know about, access, or help manage selected important information, depending on the role they play.
Learn morearrow_forwardContextual indicators that a client may need additional support, such as health issues, life events, reduced resilience, low confidence, or changing capability.
Learn morearrow_forwardA change that may make it sensible to review a will, such as marriage, divorce, new children, property changes, or executor changes.
Learn morearrow_forwardA person appointed under a lasting power of attorney to make decisions within the scope of that document.
Learn morearrow_forwardA scheduled adviser review of a client’s circumstances, objectives, portfolio, needs, support requirements, and financial plan.
Learn morearrow_forwardExisting clients or historic relationships that may be under-engaged but still commercially, operationally, or service relevant.
Learn morearrow_forwardA person or organisation who may receive assets, gifts, or benefits from an estate, pension, policy, trust, or other arrangement.
Learn morearrow_forwardStructured, useful client information that helps firms understand needs, relationships, opportunities, risks, support requirements, and review triggers.
Learn morearrow_forwardThe FCA framework that requires regulated firms to act to deliver good outcomes for retail customers.
Learn morearrow_forwardThe gradual loss of usefulness in client records as people’s circumstances, assets, family details, contact information, and needs change over time.
Learn morearrow_forwardA law firm’s archive of wills or will clients that may not have been reviewed or actively engaged for years.
Learn morearrow_forwardThe online accounts, digital assets, subscriptions, devices, cloud storage, photos, files, and digital wishes someone leaves behind.
Learn morearrow_forwardA pension or policy nomination that indicates who someone would like to benefit, subject to provider or scheme rules.
Learn morearrow_forwardThe work of identifying, collecting, managing, settling, and distributing a deceased person’s assets and liabilities.
Learn morearrow_forwardA person named in a will to administer the estate after death and carry out the terms of the will.
Learn morearrow_forwardThe area of life information related to wills, LPAs, executors, beneficiaries, trusts, wishes, funeral instructions, and estate planning.
Learn morearrow_forwardA practical list of documents, contacts, accounts, policies, wishes, and provider details that family members or trusted people may need quickly.
Learn morearrow_forwardOrganising information so family members or trusted people can find what they need if support, incapacity, or death occurs.
Learn morearrow_forwardInformation about the people connected to a client’s life, responsibilities, estate, care, support network, and future decisions.
Learn morearrow_forwardThe process of organising accounts, pensions, policies, goals, family details, documents, and questions before meeting a financial adviser.
Learn morearrow_forwardCash balances held outside an adviser’s current view or the main advised portfolio, often requiring context before any recommendation is made.
Learn morearrow_forwardAssets, accounts, pensions, investments, cash, property, or policies a client holds outside a professional adviser’s current view or platform.
Learn morearrow_forwardRecording policy details, renewal dates, providers, premiums, documents, and reminders so insurance information is easier to review before deadlines.
Learn morearrow_forwardThe process of organising estate information so executors, family members, beneficiaries, and professionals have a clearer starting point later.
Learn morearrow_forwardPreparing the documents, people, preferences, practical information, and support arrangements around lasting power of attorney decisions.
Learn morearrow_forwardA legal arrangement in England and Wales that lets someone appoint attorneys to make certain decisions if they lose capacity or need support.
Learn morearrow_forwardA change in someone’s life that may create a need for review, advice, support, updated information, or professional action.
Learn morearrow_forwardA client record that stays current over time rather than remaining a static snapshot from onboarding, a matter file, or an annual review.
Learn morearrow_forwardThe everyday work of managing important documents, accounts, policies, renewals, contacts, providers, household details, and personal information.
Learn morearrow_forwardThe legal-sector challenge of building relationships with executors, beneficiaries, attorneys, and family members before probate or crisis.
Learn morearrow_forwardThe wealth-management challenge of retaining relationships and assets as wealth passes to spouses, children, beneficiaries, or inheritors.
Learn morearrow_forwardThe broader use of permissioned financial data connections to help people see more of their financial picture across providers and accounts.
Learn morearrow_forwardGiving an adviser, solicitor, accountant, broker, or other professional access to selected information relevant to their work.
Learn morearrow_forwardThe document that explains what an insurance, pension, financial, or protection policy covers, who provides it, and how it can be used or claimed.
Learn morearrow_forwardLegal services focused on individuals and families, often including wills, LPAs, trusts, probate, estate planning, later-life matters, and family wealth.
Learn morearrow_forwardThe legal and administrative process of dealing with someone’s estate after death, including authority to administer assets where required.
Learn morearrow_forwardThe process of finding old or lost pension provider details, often using employer history, old documents, provider records, or tracing services.
Learn morearrow_forwardA controlled way to share specific information with specific people or professionals based on what the user chooses to make available.
Learn morearrow_forwardA financial data connection that can help display information from supported accounts but cannot move, spend, transfer, or withdraw money.
Learn morearrow_forwardA person chosen to know about, access, or help manage selected important information, depending on the role they play.
Learn morearrow_forwardContextual indicators that a client may need additional support, such as health issues, life events, reduced resilience, low confidence, or changing capability.
Learn morearrow_forwardA change that may make it sensible to review a will, such as marriage, divorce, new children, property changes, or executor changes.
Learn morearrow_forward