Lyfeguard

Lyfeguard is a client intelligence platform built for private client law firms and solicitors handling wills, LPAs, probate, estate planning, and family-related legal work. The platform adds a client-controlled information layer around existing legal workflows, enabling solicitors to maintain structured, current records of client circumstances beyond the close of a matter.

Key features and functions include:

Secure Client Information Portal Clients are invited to organise key life and legacy information in a single secure location. This includes documents, assets and liabilities, property, financial providers, wishes, executors, attorneys, beneficiaries, trusted contacts, and family relationships. Clients retain control over what is shared with their solicitor.

Permissioned Solicitor Access Law firms receive a structured, permission-based view of the client information their clients choose to share. This provides a more current and contextually useful picture of each client relationship than static matter files or historic estate planning records alone.

Will Review Triggers The platform surfaces changes in client circumstances — including family composition, property, assets, executors, beneficiaries, or key contacts — that may indicate a will should be reviewed, supporting more timely and relevant outreach.

LPA and Capacity Planning Support Clients can record attorneys, trusted contacts, care preferences, health context, and important documents in advance of need, helping solicitors and families prepare before support is required.

Probate Preparation Estate information — including documents, accounts, policies, providers, wishes, executors, beneficiaries, and key contacts — is organised in advance, reducing the administrative burden at the point of estate administration.

Dormant Will Bank Reactivation Firms with established will banks can use the platform to give former clients a practical reason to update their information and re-engage with the firm.

Beneficiary and Family Relationship Mapping The platform allows firms to identify and record individuals connected to a client's life and legacy, including spouses, children, beneficiaries, executors, attorneys, and trusted contacts, supporting the development of family relationships ahead of future instructions.