The product
A box that organizes itself.
You give Life Box what you already have. It reads it, files it, keeps track of what's missing, and holds it for the people you choose.
James's Life Box
Hello, James
82% ready
Your family is well prepared.
Reviewed 14 days ago
- WillSigned · Nova Scotia
- Life insuranceSun Life · Policy 8421
- HomeMortgage renews Mar 2027
- ExecutorJennifer Adams
- Digital accounts7 of 10
3 things need attention
Jennifer, Oliver and 4 others added
Just give Life Box what you already have.
Life Box pulls out the details that matter — provider, policy number, renewal date, the people it mentions — and matches them to what you already have. Anything that affects people, authority or access waits for your say-so.
- Type
- Life insurance
- Provider
- Sun Life
- Policy
- #8421
- Insured
- James Adams
- Beneficiary
- Jennifer Adams
- Renewal
- March 4, 2027
Filed under Insurance
Readiness +4%
Life Box Readiness
Know what's handled. Know what's missing.
82%
Your family is well prepared.
Strong
- Estate
- Insurance
- Important contacts
Needs attention
- Digital life
- Household information
Ask your Life Box anything.
Every answer points back to the item it came from.
Where is my life insurance policy?
Sun Life
Policy ending 8421
From
Life Insurance Policy.pdf
How it works
- 1Put things inUpload a document, a photo of a document, a spreadsheet or a note. Life Box reads it, works out what it is and files it.
- 2See where you standReadiness shows what's handled and what's missing, and points at the next useful thing to do.
- 3Choose who can step inName your executor, attorney or another person you trust — and decide what each of them would ever receive.
- 4Keep it currentItems carry review dates, and once a year the Checkup walks you through the things that actually change.
- 5Protect the handoffA person at Life Box reviews any access claim and the evidence behind it. Nothing releases automatically.
What goes inside
Legal
Will, powers of attorney, directives and where the originals are kept.
Money
Banks, investments, pensions, insurance, mortgages and debts.
Home
Property, vehicles, utilities, renewals and practical details.
Digital
Accounts, passwords and access instructions.
People
Family, representatives, advisors and who to call.
Wishes
Instructions, personal messages and annual video messages.
See Life Box in 30 seconds
What goes in, how it stays current, and how the handoff is protected.