Life Well Planned

Explore the topics surrounding estate planning and securing, organizing, and sharing of life's important details.

Financial & Legal Planning

To the Responsible Ones

There are people in every family who quietly carry more than everyone realizes. They are the ones who think ahead, keep track of what matters, and make sure the people around them are taken care of.

Oct 6 · 4 min read Continue reading

Personal Development & Life Planning

You Spent a Lifetime Building It. Now You Have to Understand It.

A recent story about a retiring airline pilot caught our attention. After a 35-year career, retirement suddenly presented him with decisions he had never needed to make before. A pension. Social Security. A brokerage account. Millions of dollars in a 401(k). Required distributions. Taxes. Medicare premiums. Nothing about his financial life was necessarily disorganized. The challenge was that suddenly, all of it mattered at once.

Sep 26 · 4 min read Continue reading

Life Transitions

Before AI Writes the Will

The biggest opportunity for AI in legal planning might not be in drafting the document. Maybe it's in understanding the life the document is meant to protect.

Sep 16 · 4 min read Continue reading

Life Transitions

A Benefit That Lands With the People Who Run the Business

Every benefit serves someone. Ask who. Then ask what that group is worth. A gym stipend serves the most replaceable people in the company. LifeCloud serves the least. Put those two sentences in front of a sponsor and let them do the arithmetic.

Sep 8 · 5 min read Continue reading

Life Transitions

SOC 2, HIPAA, and the padlock icon: A Plain-English Guide to How Your Data Stays Secure

Ever wondered what those security badges at the bottom of a website actually mean? Here's a jargon-free breakdown of SOC audits, HIPAA, and the security measures that protect your data, and the questions you should ask any company you trust with it.

Aug 24 · 6 min read Continue reading

Life Transitions

Preparing for the Great Information Transfer

The greatest transfer of wealth in history will also require the greatest transfer of personal information.

Aug 6 · 2 min read Continue reading

Life Transitions

LifeCloud and ARAG Partner to Help Families Protect What Matters Most

Expanding access to tools that help families organize, protect, and prepare the information that matters most.

Jun 16 · 2 min read Continue reading

Estate Planning

How to Create a Digital Estate Plan

56% of Americans have no estate plan. Learn the 4 steps to organize your documents, accounts, and wishes before your family needs them.

Apr 19 · 4 min read Continue reading

Data Security

Securing Your Online Accounts

Identity theft doesn't stop at death. Learn how a password manager and digital vault work together to protect your accounts and your family.

Apr 19 · 4 min read Continue reading

Life Transitions

Preparing for Emergencies

Disasters strike without warning. Learn how storing your essential documents in a digital vault ensures your family is prepared when it matters most.

Apr 17 · 4 min read Continue reading

Life Transitions

What is a digital vault and why you need one

Everything that matters, in one secure place. Discover what a digital vault is and why it's one of the smartest steps you can take today.

Apr 17 · 3 min read Continue reading

Life Transitions

The Hidden Cost of Disorganization

Your family shouldn't have to search for what they need most. LifeCloud keeps your most important details organized and ready.

Mar 31 · 4 min read Continue reading