For lawyers & advisors
The plan you built, findable when it matters.
You prepare the documents. Life Box makes sure they — and everything around them — can actually be found, kept current, and released to the right person at the right time.
The gap between a signed plan and a workable estate
Nothing here is a criticism of the plan. It's what happens to the information around it.
The documents get signed, then disappear
A will in a filing cabinet only works if someone knows the cabinet exists. Families routinely call firms years later asking whether an original was ever left with you.
The executor doesn't know where anything is
Which bank, which insurer, which advisor, which pension, which property tax account. The plan is sound; the inventory around it was never written down.
Digital life leaves no paper trail
Bills, investments, subscriptions and business accounts live behind logins. There is nothing in a banker's box that points to them.
The plan ages while life changes
New mortgage, new child, new beneficiary, new business. Without a prompt, nothing comes back to your desk until it's urgent.
How Life Box complements estate planning
We sit after the plan is signed — storage, index and controlled handoff.
We don't write wills or give legal advice
Life Box is not a law firm and never drafts, interprets or validates documents. Your client's will, powers of attorney and directives are yours to prepare — we store the signed result and everything that surrounds it.
We don't replace probate or your relationship
When the time comes, the representative still comes to you. They simply arrive with the document set, the account inventory and your contact details already assembled.
The annual checkup keeps your work current
Every year Life Box prompts your client to confirm what's changed. Life events that warrant an amendment surface as a nudge back to their advisor instead of sitting unnoticed.
Access is verified, never assumed
Nothing releases automatically. A representative submits identification and proof of authority — death certificate, medical documentation, will, probate or appointment — and a person reviews it before anything unlocks.
One index across paper and digital
Documents, insurance, property, dependants, online accounts and recorded messages are organized and searchable, so the estate work starts from a complete picture.
What partnering looks like
Refer at signing
The natural moment is the day documents are executed. We provide a one-page client handout you can include with the signed set.
Co-branded onboarding
A simple starting checklist carrying your firm's name, so the client's first hour in Life Box reflects the plan you built.
A named contact
You get a direct person at Life Box for client questions rather than a general support queue.
Recorded as their professional contact
With your client's consent, your firm is listed inside their Life Box so the representative reaches you first.
Refer a client, or talk about partnering
Tell us a little about your practice. We'll follow up personally — no sales sequence.
Life Box is not a law firm, does not provide legal or financial advice, does not create wills, and does not replace probate. Read our legal notes and disclaimers.