Your Life, Organized.
Your Legacy, Protected.
The most thoughtful way to document, organize, and share everything that matters — on your terms, at your pace, for the people you love.
Visit MyLifeFolio.com →
"Simple enough to start today. Powerful enough to cover everything."
One place. Every detail. Exactly as much as you want.
MyLifeFolio is a comprehensive life documentation platform built around a simple truth: when something happens to you, the people you love shouldn't have to search for answers.
Whether you want to capture just the essentials or document every facet of your life — your story, your finances, your medical history, your wishes — MyLifeFolio grows with you.
Your Rules. Your Pace.
You decide how much to share and how deep to go. Start with basic contact information and a few key documents, or build a complete life record over time. MyLifeFolio is as simple or as comprehensive as you choose to make it — and it's always there when your family needs it most.
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Personal Information
- Contact & spouse details
- Contact info & identification
- Domicile & marital status
- Military service
- Life overview
- Medicare & medical insurance
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Family & Dependents
- Children & grandchildren
- Other beneficiaries
- Charitable organizations
- Beneficiary concerns
- Pet care
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Financial Life
- Assets: real estate, vehicles, business, digital, personal property
- Income sources
- Expenses
- Debts
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My People & Advisors
- Attorney, accountant, financial advisor
- Insurance & real estate agents
- Business advisor & other
- Friends & neighbors
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Insurance Coverage
- Medical & vehicle insurance
- Homeowners & umbrella
- Long-term care & disability
- Life insurance & other policies
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Medical Data
- Medical providers
- Medications
- Equipment & devices
- Pharmacies
- Medical conditions
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Care Decisions
- Care setting & medical preferences
- Diet, hygiene & daily routine
- Activities: family & social
- Cognitive, communication & spiritual
- Financial & end-of-life preferences
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End of Life Issues
- Advance directives
- Prepaid funeral & desires
- Funeral home & social
- Religious preferences
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Legacy & Life Story
- Obituary info
- Charitable wishes
- Letters to family
- Personal history & life stories
- Reflections, surprises & favorites
- Video legacy & memory vault
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Legal Documents
- Will (Last Will & Testament)
- Revocable living trust
- Irrevocable trust
- Financial power of attorney
- Health care power of attorney
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Documents Vault
- Estate planning & legal
- Real estate & property
- Financial & accounts
- Insurance, personal identity
- Military & government
- Medical & health, family & genealogy
- Personal legacy & memorabilia
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Digital Life
- Online account credentials
- Digital assets & cryptocurrency
- Subscriptions & recurring services
- Social media & email accounts
- Domain names & digital businesses
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Reports
- Emergency Medical Summary
- Family Contact Sheet
- Asset Inventory
- Insurance Summary
- Estate Planning Overview
- "What To Go-If I Die" Checklist
- Family Briefing Report
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Family Access Portal
- Grant family members view access
- Share reports & key documents
- Control what family can see
- Secure login for each member
- Revoke access at any time
Give Your Family the Gift of Clarity
One of the most stressful moments a family faces is navigating a crisis without information — not knowing where the will is, who the attorney is, or what accounts exist.
MyLifeFolio's Family Access Portal lets you decide exactly who sees what, and when. You control access completely — and you can change it at any time.
🔐 Secure login for each family member
👁️ You control exactly what they can see
📄 Share reports, documents & key info
🚫 Revoke access at any time, instantly
📱 Accessible anywhere, anytime
Powerful Reports. Ready When You Need Them.
MyLifeFolio turns your information into actionable documents your family, doctors, and advisors can use immediately.
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Emergency Medical Summary⚖️
Estate Planning Overview✅
"What To Do If I Die" Checklist
Who Is MyLifeFolio For?
Anyone who wants to be organized, prepared, and thoughtful about their legacy.
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Seniors & Retirees
Organize a lifetime of information and give your family a roadmap.
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Families with Dependents
Protect your children with complete emergency and care documentation.
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Business Owners
Document business interests, digital assets, and succession details.
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Estate Planning Clients
Complement your legal plan with a complete life record your attorney can reference.
Your story deserves to be told — and found.
Start with as little or as much as you'd like. Add more over time. Your family will thank you.
