Interact more efficiently with Clients as their trusted advisor with LifeBinder

The Professional Advisor subscription includes a custom advisor dashboard for the advisor and unlimited LifeBinder organizers for clients. Your client’s LifeBinder is co-branded with your Company’s information and allows them to store and securely share information with you.

Financial advisors & Estate Planning attorneys

Advisors in the financial, insurance and estate planning fields know the benefits advance planning can have on a family in all stages of life. Continue to strengthen the relationship with clients through the LifeBinder Professional Subscription. Each client has an individual LifeBinder. The client’s dashboard is co-branded with the Advisor’s logo and contact information. Advisors and clients love the simplicity and efficiency of collaborating with LifeBinder. It’s also an excellent way to stand apart and start new relationships with the next generation of clients and others.

Family Law Attorneys

LifeBinder is a productivity tool used by family law attorneys to gather clients’ detailed financial and family history data. All forms are easily navigated by your client and staff. The real-time updates assure you are working with the most recent information. All data is organized in the same manner, making it easy for staff and attorneys to quickly find what is needed and stay on task. Family law attorneys love the simplicity and efficiency of collaborating with their staff and clients using LifeBinder.