The new LifeSite has arrived! Take a look at the full list of new features here.
Life Information is now stored in 4 new sections: My Life,
My Medical,
My Finances, and
My Estate. We’ve added, renamed, and rearranged the categories in these 4 sections for quicker and easier discovery of your information.
To keep your information from being incorrectly shared, collaborators are blocked from the categories indicated below. Be sure to review all collaborator permissions. For a refresher on viewing and setting collaborator permissions, please see Set and Edit Permissions for a Collaborator in the Help Center.
NEW LIFESITE 4.0 | OLD LIFESITE | |
My Life | ||
Personal Details | Profile Describe Yourself Religion |
Permissions Blocked |
Contacts | Address Email Addresses Phone Numbers Business Associates Family Friends Other Relationships |
Permissions Blocked |
Emergency Contacts (Contacts) | --None-- | |
Forms of ID | Identification | Permissions Blocked |
Pets | Pets | |
Accounts & Passwords | Memberships Online Accounts |
Permissions Blocked |
Service Providers (Contacts) | --None-- | |
Employment | Employment History | |
Education | Schools | |
Military | Military | |
My Medical | ||
Medical Profile | Medical Background | |
Doctors & Specialists (Contacts) | Doctors & Specialists | Permissions Blocked |
Conditions | Illnesses | Permissions Blocked |
Prescriptions | Prescriptions | |
Immunizations | Immunizations | |
Surgeries | --None-- | Permissions Blocked |
Organ Donation | Organ Donation | |
Family History | Family History | |
My Finances | ||
Bank Accounts | Bank Accounts | |
Credit Cards | Credit Cards | |
Bills & Payments | Bill Payments | |
Stocks | Stocks | |
Other Investments | Certificates of Deposit Money Market Funds Banknotes, Bills, & Bonds Other Investments |
Permissions Blocked |
Income | Other Income | |
Benefits | Employer Benefit Government Benefit |
Permissions Blocked |
Assets | Other Assets | |
Business Interests | Business Interests | |
Loans | Loans | |
Debts Owed to Me | Debts Owed to Me | |
Taxes | Taxes | |
My Estate | ||
Insurance Policies | Insurance Policies | Permissions Blocked |
Vehicles | Vehicles | |
Real Estate | Property Information | |
Safes & Safety Deposit Boxes | Safes & Safety Deposit Boxes | |
Valuables | Valuables | |
Wills & Trusts | Will, Codicil, Trust | Permissions Blocked |
Legal Designee (Contacts) | --None-- | Permissions Blocked |
Legal Actions | Legal Actions | |
Funeral Services & Planning | Pre-Planning Memorialization Funeral Services Service Arrangements People to Notify Special Bequests Legacy Communications |
Permissions Blocked |
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