Welcome to LifeSite Plus

Securely manage and share your most important files and information with family and loved ones.

 

Life Information & File Vault

LifeSite has four main sections - My Life, My Medical, My Finances, and My Estate. Use the dozens of preset categories within these four sections to quickly organize and secure your important information.

Use Life Information to store personal information like passwords, IDs, medical and financial records.

Use File Vault to store documents, photos, and videos. 

 

Checklists

Moving into a new apartment? Buying your first insurance policy? Checklists guide you through questions or tasks related to important life events, saving your answers exactly where they belong. 

Choose from dozens of checklist templates that will prepare you for any situation and stage of life.

 

Collaboration

LifeSite Plus takes the core of LifeSite (Life Information, File Vault, Checklists) and adds the ability to securely share and collaborate on these pieces with friends, family, and trusted advisors. Communicate important updates to your collaborators through our secure messaging system.

4 Tips Before Inviting

  1. Only send collaboration invites to those you fully trust with your private information
  2. Control what your collaborator can and cannot see in your Permissions
  3. Delete a collaborator at any time
  4. Invite up to 5 collaborators

Add a Collaborator

  • To add a collaborator, all you need is an email address. Your collaborator will receive an email inviting them to create a free LifeSite account.
  • A secret collaboration key will be automatically generated to protect your LifeSite account. LifeSite does not email it to your collaborator, in case their device(s) or email address is compromised.
  • Contact your collaborator directly to pass along the secret collaboration key. Without it, your collaborator will not be able to accept your invitation. 

Permissions

When adding a collaborator to your LifeSite, you will always be able to control which areas you provide access to. Each section (My Life, My Medical, My Finances, My Estate) or category (Forms of ID, Insurance Policies, etc.) can be set to Edit, Read Only, or Blocked.

Anytime a collaborator accesses your LifeSite, you’ll receive an email and a notification. 

 

Learn More

Collaborator Permissions
Permission Levels
Set and Edit Permissions for a Collaborator
Request Permissions from a Collaborator

 

3 Steps After Adding a Collaborator

1. View your Collaborator’s LifeSite

To view your collaborator’s account, use the Collaboration Navigation Bar (CNB). From the header, click on your collaborator’s profile picture in the CNB to navigate to their account.

Remember that you will only see what your collaborator has given you permission to. All categories will have either Edit, Read Only, or Blocked permissions.

How does my Collaborator see my LifeSite?

Your collaborator will see your LifeSite the same way that you see theirs. They will use the Collaboration Navigation Bar (CNB) to access your account.

When you first add a collaborator, you are asked to set permissions for your collaborator with Edit, Read Only, or Blocked permissions for every category. You can update these permissions at any time.

 

2. Assign a Checklist

Once you’ve chosen a template or created a checklist from scratch, try assigning it to a collaborator. Your collaborator can then access your checklist and share responses with you. Remember, organizing your family’s information is a team sport.

 

3. Send a Message

Messages on LifeSite lets you instantly contact your collaborators through LifeSite’s encrypted system. When you send a message, your collaborator will receive an email notifying them of the message and then will need to log in to view the encrypted content. 



Download the LifeSite app

Your information needs to be as mobile as your lifestyle. Download the LifeSite mobile app to access your information on your iPhone, iPad, Android Phone or Android Tablet. 

LifeSite for iOS

Your information needs to be as mobile as your lifestyle. Download the LifeSite app for iOS to access your information on your iPhone or iPad.

  1. Find LifeSite in the App Store.
  2. Tap Get to download.
  3. Tap Open from the App Store, or tap the LifeSite icon on your device to launch the app.
  4. Once you’ve installed the LifeSite app, log in to your LifeSite account or register for a new account.

LifeSite for Android

Your information needs to be as mobile as your lifestyle. Download the LifeSite app for Android to access your information on your Android phone or tablet.

  1. Find LifeSite in the Google Play Store.
  2. Tap Install.
  3. Tap the LifeSite icon on your device to launch the app.
  4. Once you’ve installed the LifeSite app, log in to your LifeSite account or register for a new account.
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