Get a Lifedocs business account
Complete the form and we will be in touch to get you onboarded.
A dynamic advisor portal
Unlock a new level of customer engagement. Provide your team and clients with a life-changing tool that will add real value to their lives and your business.
Onboard or invite
Add your clients, or invite them. Choice is yours.
Get your client's profile set up and start uploading documents on their behalf. When you invite them, they will see the magic.
With access levels, you are able to collaborate with your clients and see what they see. Achieve estate readiness together.