LifeFile Pro

LifeFile Pro is an AI finance tool that consolidates a household's entire financial life — assets, insurance policies, investments, liabilities, and legal documents — into one secure, cloud-based vault. It targets families, financial advisors, and estate-planning professionals who need a single organized record of where everything is. The platform tracks assets and their valuations (properties, vehicles, valuables), maintains an insurance policy registry with gap analysis, aggregates investment portfolios across institutions, and calculates real-time net worth. Documents live in an encrypted vault, and executor access management with audit trails lets a designated person reach the right records after death without exposing everything during the owner's lifetime. An estate readiness score shows how prepared the household is, addressing the common problem that most families cannot locate critical financial documents in the weeks following a death. For advisors, it doubles as a client-facing organization layer; the vendor states 340+ advisors currently use it. As financial-organization software it is closer to a personal financial command center than a budgeting app, and the beneficiary allocation tracking plus digital asset cataloging make it useful for anyone planning an estate.

Organizing a household's assets, insurance, investments, and estate documents in one secure vault for families and financial advisors