Prepare your family with the information they’ll need when it matters most.
Finding financial records, benefits information and other vital documents in times of family crisis can be overwhelming and stressful. Lifelines is a personal organizer that helps people collect, update and access this information in moments of greatest need.
“Many of our clients have one spouse or the other with family financial responsibility and information. Lifelines has been invaluable in cases where one spouse passes away, or in the event of divorce. Having a complete financial information source that is protected from hacking is critical. We advise all of our clients to have and use Lifelines.”
A.N., Financial Advisor, Chicago
Emergency
Contacts
Family Info
Banking
Assets
Liabilities
Insurance
Benefits Info
Legal
Security
Comes in physical and new digital formats.
Ten color-coded sections to collect information about finances, insurance, employee benefits, key contacts, and more
Integrated checklists, definitions and tips to help with completion
Comes in physical book format or digital interactive PDF download
Spiral binding allows book to lay flat while filling out and accessing information.
Ten color-coded, comprehensive sections with durable, vinyl-coated tabs make information easy to find.
High-quality paper holds up to pencils, pens, erasers and stickies over time.
Large-format, easy-to-understand forms accommodate all handwriting and keep information organized.
Integrated checklists to easily track progress over time.
Integrated tips and tricks help people learn more about personal finance along the way.