This Is What Peace of Mind Looks Like
LifeFolio™ reimagines estate planning with smart technology and a human touch, turning an expensive task into an act of love that is accessible to everyone.
Everything You Wish You Had When Someone Else Passed
LifeFolio gives you the tools that make the difference between a burden and a blessing. Every feature is designed to protect your family.
Legacy Planner
Create essential legal documents in minutes. Update them anytime, so your plan always reflects the life you’ve built.
Money Map
Get a clear view of your finances so your family won't miss any account, and you'll get tax-smart insights to reduce your tax bill.
Life Records
Life Records keeps everything—certificates, accounts, subscriptions—organized and easy to pass on.
My Circle
Your plan, your people, your rules. My Circle lets you share sensitive information with private access that activates only when the time is right.
Trusted by Families
LifeFolio has already helped countless families protect their loved ones. Hear their stories.
"I did this for my kids. Not because I’m going anywhere, but because I’ve seen how messy things get when you’re not prepared. LifeFolio made it simple, and now I feel lighter."
Sarah J.
Aged 42
"I always thought estate planning was something you needed a lawyer and a few grand to do properly. LifeFolio proved me wrong. It was easy to follow, and I had everything sorted in one weekend. Worth every penny."
Raj K.
Aged 54
"I thought having a will was enough, but I hadn't even thought about things like life insurance, old pensions, or all the online stuff. LifeFolio made it so easy to pull everything together in one place. I finally feel like I've actually got things sorted."
Emma L.
Aged 51
"LifeFolio feels like having a personal estate planner on call 24/7. Everything's in one place, and what I really like is that it only shares things when it's time and not before. That kind of control gives me real peace of mind."
Darren W.
Aged 38
How It Works
A simple, secure process designed to give you peace of mind and your family clarity during life's most important moments.
Get Your Personalised Plan
In just 2 minutes, our smart assessment reveals your protection gaps and creates a personalised plan to full protection
Explore for free (30 days)
Experience intelligent legacy planning risk-free. Full feature access (minus doc creation & family sharing)
Create & Optimise Your Plan
Unlock full estate planning features: Generate legal documents, track your financial picture, receive inheritance tax insights, and much more.
Share & Stay Updated
Set up secure access for family and executors. Update your plan anytime as life changes—your legacy stays ready.
Choose Your Plan
Begin your 30-day free trial today. Upgrade anytime to unlock legal documents generation and secure family sharing.
LifeFolio™ Basic
A smart choice if your will and other documents are already current.
LifeFolio™
A must-have for anyone who wants the peace of mind that comes from knowing everything is taken care of.
LifeFolio™ Enterprise
Built for insurers and employers that want to support life's most personal planning at scale
Common Questions Answered
LifeFolio™ gives you everything you need to build and maintain a complete estate plan—all in one secure, guided platform. You can create essential legal documents including wills, lasting powers of attorney, healthcare directives, organ donation preferences, and letters of wishes—each generated with AI and validated against UK law. You’ll also be able to track your full financial picture, from assets to liabilities, so nothing gets overlooked when the time comes. Beyond legal documents, LifeFolio™ helps you organize and securely store important life records—such as marriage certificates, social media accounts, service contacts, and subscriptions. Our platform offers smart tax optimisation insights to help reduce inheritance tax and preserve more for your loved ones. As your life evolves, so can your plan: you can update documents and records anytime. And when the time comes, our failsafe-sharing protocol ensures your wishes are shared with the right people, at the right time.
Our Free Guides
Expert insights and practical advice to help you navigate estate planning with confidence.
Ready to protect your legacy?
Join thousands of families who have secured their future with Lifefolio's comprehensive estate planning solutions.