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Wealth Utilities

LifeSite

LifeSite: Secure legacy planning for advisors and clients.

"LifeSite is a secure, centralized platform designed to help advisors and their clients organize, store, and share vital life information, including legal documents, financial accounts, and personal wishes. It empowers advisors to offer comprehensive legacy planning services, fostering deeper client relationships and ensuring seamless estate transitions. RIAs use LifeSite to streamline the legacy planning process, enhance client engagement, and provide peace of mind."

Launch Product Page
Consensus Grade
B+
82/100 Confidence
Institutional Verified
Market Position
Ranked #209 in Wealth Utilities
Validated Adoption
24 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Secure document storage and sharing
Collaborative legacy planning tools
Digital vault for important information
Estate planning organization
Beneficiary management

Primary Use Cases

Estate planning
Digital vault for important documents
Family communication portal
Business succession planning

Agentic Intelligence Briefing

"LifeSite provides a secure digital vault for advisors and clients to collaboratively manage and organize essential legacy planning information."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive legacy planning features
Secure document storage
Client collaboration tools
Facilitates intergenerational wealth transfer conversations

Adoption Hazards

Pricing information not readily available
May require advisor training to fully utilize features

Stack Compatibility Profile

How LifeSite integrates into institutional RIA stacks.

24 Firms Analyzed
Riskalyze Online
88%
Stack Correlation
Nitrogen Wealth
83%
Stack Correlation
Elements Financial Planning
75%
Stack Correlation
ROL
75%
Stack Correlation
NDEX
71%
Stack Correlation
Advisor Websites (Responsive)
54%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Financial advisors, estate planners, and their clients focused on legacy planning.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Everplans
2Loomis

Value Proposition

"LifeSite provides RIAs with a robust platform to help clients organize and protect their legacies, fostering deeper relationships and enabling comprehensive wealth transfer strategies."

Vendor Dossier

LifeSite logoL
LifeSite
lifesite.com
Corporate Portal

Audit Your RIA Stack

See how LifeSite fits into your overall tech efficiency score.

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