Store, Organize and Share What's Most Important. Worry-Free.

A secure online binder for individuals & families to organize, store, and manage their most important legal, financial, and estate planning information.

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What We Offer

An Online Digital Binder - LifeBinder is intuitive and easy to use. Designed by financial and estate planning professionals, it guides you through creating a meaningful inventory of your most critical information.

Coaching and Support Services - Our LifeBinder® Team is here for you! From in-program resources to individual coaching sessions, we have the level of support you need.

A Secure Platform - Protecting your information is our top priority. Highest level industry standard practices, third-party audits and two step verification ensure the security of your binder.

Want to see  how it works?

How It Works


Choose 1 of the 9 categorized Tabs, enter key information, upload documents.



Allow others to view specific Tabs with real time updates and share documents through a securely generated link.



Keep your information current and accurate by easily updating from anywhere, anytime.



Ahhh… You're better prepared now that everything is stored behind bank-level security and organized in one place.


What's In Your LifeBinder®?

  • The Dashboard

    See an overview of your Binder and the Priority Action List that helps you get started!

  • Tabs

    Our Tab feature helps you easily capture and organize your life in a meaningful way.

  • Documents

    Upload documents and assign to a specific Tab. You can now access and share from anywhere.

  • Sharing

    Up to 5 people can view individual or multiple Tabs and you control their access.

The DashboardTabsDocumentsSharing

You'll be better organized and prepared for life's curve balls.

You'll rest easy knowing all your data is securely stored and encrypted.

You'll be able to communicate efficiently with family members and advisors.

You'll learn and understand more about your financial and legal matters.

You'll gain peace of mind from having a solid plan in place.

Get Your Binder

Start Your Free Trial

We'll give you 30 days to kick the tires.

During the Free Trial period, you have full access to all 9 Tabs and can begin uploading and sharing document files.

Upgrade to a paid subscription ($12/mo) to unlock additional features such as the ability to share Tabs with others and enable the 2-Step Authentication enhanced sign in option.

Enter your name and email address to get started...