A plan built for your family, in two minutes.
Ten quick questions about marriage, children, military service, home, crypto and pets turn on exactly the documents and steps that apply to your household.
Every important paper, found in seconds.
IDs, insurance cards, the will, deeds and tax forms, sorted by category and by person. About 180 document types, and a clear list of what's still missing for each of you.
Snap it. It reads the details.
Scan a passport, license or tax form and Life Account reads the number, names and dates on your iPhone. Pick your bank or insurer and its website and phone fill themselves in. Nothing is uploaded.
A card for each person.
Swipe through your family on Home and see what each of you still needs, from passports to wills, with the next step on top. Everyone is kept by their legal name.
Know exactly what's left.
Vault health turns expired, unchecked and missing documents into one number. The to-do list groups them by category, so you can clear them a few at a time.
Never caught by an expired passport again.
Reminders arrive months ahead, timed to how long each renewal takes, and a twice-yearly check-up confirms what's still current. The lock screen never names your documents unless you choose.
Stop emailing your W-2s and SSN.
A tax folder for each person and year. If your accountant uses Life Account Pro, send it end-to-end encrypted to a verified firm, see what they still need, and get the finished return back.
See how prepared you are, with guidance for every item.
One suggested step each week, critical gaps first, and plain-English answers: why it matters, how your family would claim it, and the common pitfalls.
A hand-off you can actually test.
Your vault key is split into three Family Key Cards. Any two open it, and a recovery drill proves your family can get in before they ever need to.
A calm plan for the people you leave behind.
No folders and no percentages. Just what to do next, one step at a time, with the numbers to call and the letters you left them.