Digital Estate Planning Made Easy For Your Family!

senior woman holding a cup

Life Snapshot®

An unexpected event can catch family members off guard. Life Snapshot helps families put their affairs in order and protect their financial legacy. Our digital storage vault consolidates personal assets, final wishes, and critical documents into a custom Snapshot Report that is safeguarded and easily shared among families when dealing with hospitalization or end-of-life. Our Support Specialists partner with our members to ensure that in the event a member becomes incapacitated or has departed documents, such as an advance directive, power-of-attorney, insurance policies, wills, succession plans, and more, are shared with their loved ones.

End-of-life is a challenging topic to discuss, let alone plan for, but we are committed to putting families on the road to preparedness. Your Snapshot Report becomes a simple roadmap for your family. Our platform offers complete privacy of your information up until it is necessary to share – without the need for your social security number or financial account numbers. Life Snapshot has eliminated the struggle of finding physical documents and provides your loved ones with complete peace of mind when they need it most.

Watch the video to learn more.

As Featured On:

  • ABC logo
  • NBC logo
  • Fox News logo
  • Market Watch logo
  • Digital Journal logo
  • Kapitus logo
  • WVON logo
  • CO- logo
  • Cheapism logo


October 7, 2015, I was forever changed when my sister died unexpectedly at the age of 36. She was unmarried and without children. Planning her funeral and finalizing her personal affairs became the responsibility of my mother and I. Death isn’t something that you think about at our age as we were born one year apart. I recalled her briefly mentioning in passing years prior that she had gotten a life insurance policy, but... [ Read more ]

male arm holding a form

Services We Offer

  • Digital Storage Vault
  • Snapshot Report
  • 100% Online Access
  • Wellbeing Checks
  • File Sharing
  • Mobile Document Uploads
  • Support Specialist
  • Multi-Layer Security
Learn More

Get Started to Become a Member

Start organizing your asset information today!

Get Started

Sign-Up for Our Newsletter

Get valuable updates sent straight to your email.