Key people
Keep a practical list of family members, trusted friends, caregivers and professional contacts, along with the role each person may play.
LifeBridge Planner
Estate Planning Organizer
Gather the records, people, wishes and next steps that can make a future conversation, and a family handoff, easier to navigate.
Start at your own pace. Cancel anytime.
A useful place to begin
Keep the practical details from living in too many places.
Estate planning often brings important conversations, documents and decisions together. The practical information around those decisions can be just as hard to hold onto: a policy number in one folder, a trusted professional's name in a phone, a healthcare preference discussed at the kitchen table, or a note about a pet that only one person knows.
LifeBridge Planner is an estate planning organizer for the information that helps those pieces make sense together. It gives you a calm place to make a record of what exists, where it belongs and which people may need to be involved. You do not need to complete every area before the organizer becomes useful. Start with the information you know, then return when you are ready for the next part.
This is not a substitute for an estate plan prepared with a qualified attorney, or for financial and healthcare guidance. It is the practical companion that helps you arrive at those conversations with a clearer picture, keep track of the questions that matter and make the details easier to find later.
What to gather
One organizer for the details that support a thoughtful plan.
Document locations
Make it easier to note where important papers, signed documents and records are kept, without asking the organizer to replace them.
Financial details
Gather account, insurance, beneficiary and advisor information into a starting record for the conversations and follow-up that may be needed.
Healthcare wishes
Write down care preferences, healthcare proxy details and questions to discuss, with state-specific guidance to help you prepare.
Digital life
Remember devices, accounts and online wishes that deserve attention, so they are not left only in one person's memory.
Home, belongings and pets
Record meaningful belongings, household details, pet-care routines and backup contacts that can help loved ones know where to begin.
A measured way forward
Organize first, then take the next right step.
It is easy to treat estate planning as one large project and put it off until there is more time. An organizer gives the work smaller edges. You can collect the names, locations and questions that are already clear, then see which conversations, documents or professional guidance deserve your attention next.
That approach leaves room for real life. A move, a new account, a change in health, a family update or a new pet can all give you a reason to revisit one small part of the record. The goal is not a perfect file. It is a more understandable picture for you and the people you trust.
Explore the six planning areas- Choose your stateBegin with guidance that reflects where you live.
- Gather what you knowWork through one area at a time and keep your place.
- Prepare and revisitBring a clearer record to the people and professionals you trust.
Built around the family record
Make it easier to find the information behind the documents.
Legal documents are important, but they are rarely the whole picture. The people who care about you may also need to know which professional to call, where an insurance record is stored, what a pet needs each day or what you hoped a family conversation would include. Those details often change more quickly than formal documents do.
LifeBridge Planner helps you keep a practical record alongside the formal work. It is a place for the context that can help your family, executor or advisor ask better questions and avoid starting from scattered notes. You remain in control of what you record and when you return to update it.
Start gathering details
For professional conversations
Bring a more organized starting point to the people who advise you.
When you meet with an attorney, financial professional or healthcare professional, it can be hard to remember every detail you meant to raise. A personal organizer helps you gather the questions, names, records and preferences that give those conversations useful context.
LifeBridge Planner does not create a will, trust, power of attorney or other legal document. It does not tell you what legal, medical or financial choice to make. Instead, it helps you make a clearer inventory of your life so qualified professionals can provide the advice their work requires.
For the people you choose
Give your family a clearer place to start, without asking them to guess.
In a busy household, useful information is often spread across mail, devices, saved contacts and conversations. A simple, organized record can make it easier for a trusted person to understand what exists, what still needs attention and whom to contact.
That does not mean every decision has to be made today, or every detail has to be shared widely. It means you can create a practical reference in your own words, review it as your circumstances change and choose when to bring other people into the process.
A plan that can grow with you
Start with one useful detail, then keep going when the time is right.
You may begin by noting the name of an attorney, the location of a policy, a healthcare question you want to ask or the person who knows your pet's routine. Each small entry can reduce the pressure of trying to remember everything at once. Over time, those entries become a more connected record of the life and responsibilities you carry.
LifeBridge Planner is designed to support that gradual work. Choose a planning area, follow the guidance, make your notes and return as life changes. The value is not in racing to a finish line. It is in creating a clearer path for yourself and the people you love, one practical detail at a time.
Begin your estate planning organizerFrequently asked questions
Clear boundaries, practical support.
What is an estate planning organizer?
An estate planning organizer is a practical place to gather the information that supports a fuller estate plan: important records, the people involved, the location of documents, personal wishes and questions to bring to qualified professionals. It does not create legal documents or replace legal, medical or financial advice.
Can LifeBridge Planner create a will or trust?
No. LifeBridge Planner is an educational planning tool. It helps you organize information and prepare for conversations with a qualified attorney, financial professional or healthcare professional. Legal documents need the guidance and execution required where you live.
What should I put in an estate planning organizer first?
Start with the information that would be hardest for someone else to find: the people to contact, where key records are kept, insurance and account details, healthcare preferences, digital accounts and the care arrangements that matter to your household. You can add to the record over time.
Is this only for older adults or people with an estate plan already?
No. A useful organizer can begin before every decision is made or every document is signed. It gives you a clear place to collect what you know now, note what still needs attention and return as your life, family or professional advice changes.
Start when you are ready
A steadier way to gather what matters.
Get guided planning access for $1.99 per month, or $20 per year.
Begin your plan