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Lyfeguard is a personal information intelligence platform for individuals, families and the professionals who support them.
The platform helps people organise life’s essential information — documents, assets, liabilities, property, pensions, insurance, wishes, key contacts, family relationships and professional advisers — in one secure place. Users stay in control of what they store and what they share, while trusted professionals can access selected information through permissioned sharing.
For individuals and families, Lyfeguard brings structure, clarity and preparedness to everyday life admin, later-life planning, estate administration, bereavement preparation and intergenerational wealth transfer.
For professional firms, Lyfeguard creates a structured layer of client intelligence around existing systems. Financial advisers, wealth managers, solicitors, accountants and estate planners can use Lyfeguard to improve client data quality, support onboarding and reviews, identify life-event triggers, strengthen retention and build deeper relationships with spouses, beneficiaries and next-generation clients.
Lyfeguard does not replace CRM, financial planning, legal case management or document management software. It sits alongside them as a secure, client-controlled information layer that helps turn fragmented life information into useful, permissioned intelligence.
The result is better prepared clients, more relevant professional conversations and stronger long-term relationships.
AttackForge is the #1 Penetration Testing Management & Collaboration Platform for Enterprise. Bringing Security & Business Together On Your Pentesting Program.
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Lyfeguard AttackForgeLyfeguard's answer
Lyfeguard is designed for professional firms, individuals and families who need a better way to organise, understand and share life’s essential information.
Its primary commercial audience includes financial advisers, wealth managers, private client solicitors, accountants, estate planners and other relationship-led firms that support clients through life, wealth and legacy planning. These firms use Lyfeguard to give clients a secure platform for organising important information while gaining structured, permissioned intelligence that supports better conversations, stronger relationships and more timely advice.
Lyfeguard also serves individuals and families directly. It helps people organise documents, assets, liabilities, property, pensions, insurance, wishes, contacts, family details and professional relationships in one secure place, so they can stay prepared and make things easier for the people they trust.
This makes Lyfeguard particularly relevant for firms focused on client engagement, retention, intergenerational planning and estate readiness, as well as households planning ahead, supporting relatives or managing more complex affairs.
Lyfeguard's answer
Lyfeguard is unique because it connects personal organisation with professional client intelligence. Most platforms are built for only one side of the relationship. Consumer tools help individuals store files, manage finances or track household information. Professional tools help firms manage records, documents, plans or cases. Lyfeguard sits between the two.
It gives individuals and families a secure place to organise life’s essential information, while giving professional firms access to selected, structured and permissioned intelligence that can support better advice, stronger relationships and long-term engagement.
Lyfeguard does not replace CRM, financial planning, legal case management or document management software. It adds a client-controlled intelligence layer around those systems, helping firms understand what matters, what has changed and where support may be needed next. That makes Lyfeguard valuable for both households and professional firms working across life, wealth and legacy planning.
Lyfeguard turns fragmented personal information into structured, permissioned intelligence that helps people stay prepared and helps professionals serve clients better.
Lyfeguard's answer
Lyfeguard combines personal organisation with professional client intelligence.
Most alternatives solve only one part of the problem. Cloud storage holds files. Finance apps show accounts. CRMs hold firm-side records. Client portals exchange documents. Financial planning and legal systems support specific professional workflows. Lyfeguard connects the personal and professional sides of life, wealth and legacy planning.
For individuals and families, Lyfeguard provides one secure place to organise life’s essential information, including documents, assets, liabilities, property, pensions, insurance, wishes, contacts and family details. They stay in control of what they share, who they share it with and when.
For professional firms, Lyfeguard turns that client-held information into structured, permissioned intelligence. This helps advisers, solicitors, accountants and estate planners improve data quality, identify review opportunities, prepare for key life events, support intergenerational planning and build stronger relationships with spouses, beneficiaries and next-generation clients.
Lyfeguard is different because it is not just a vault, finance app, document store or client portal. It is personal information intelligence infrastructure for clients, families and the professionals who support them.
Lyfeguard's answer
Lyfeguard was created from personal experience of how difficult life, wealth and estate administration can become when important information is scattered, outdated or hard to access.
After seeing the practical burden families face when dealing with someone’s affairs, Lyfeguard’s founders recognised a wider problem. Important information about documents, assets, liabilities, wishes, contacts, family members and professional relationships is often fragmented across inboxes, folders, portals, spreadsheets and memory.
That fragmentation creates stress for individuals and families. It also limits the ability of advisers, solicitors, accountants and estate planners to support clients proactively, because the information they rely on is often incomplete, out of date or locked inside one-off processes. Lyfeguard was built to solve that gap.
Today, Lyfeguard provides personal information intelligence infrastructure for life, wealth and legacy planning. It helps individuals and families organise life’s essential information in one secure place, while enabling professional firms to access selected, permissioned insight that supports better planning, stronger relationships and more timely advice.
The mission is to make important life information easier to organise, easier to share securely and more useful when it matters most.
This platform transformed my financial planning journey. With its storage, insights, automation, and sharing features, managing my present and securing my future has never been easier. It alleviates the chaos of disorganization, empowering me to confidently navigate life's twists and turns. Highly recommend it!
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