Organize what matters most
Bring healthcare wishes and everyday records into one understandable place.
LifeBridge Planner
A little planning now can mean a lot less guessing later.
Keep the information, wishes and next steps that matter close at hand, so the people you love have a clearer path when it counts.
Cancel anytime. No long-term commitment.
Guidance for all 50 statesDownloadable checklistsStart at your own pace
A place to begin
Everything important, gathered with care.
Share with the right people
Keep a practical record for the people you choose to involve.
Return when life changes
Move through each area step by step, and revisit it when you need to.
Find a gentler next step
Use planning guidance and resources to help you move forward with intention.
Educational guidance · Not legal, medical or financial advice
More than a checklist
A calmer way to put your wishes in order.
LifeBridge Planner brings the small, important details into one guided process, from healthcare decisions to the care of a pet. You decide what matters and where to begin.
Explore what you can planYour planning folio
Six areas, one steady place to start.
Healthcare wishes
Keep your care preferences, healthcare proxy details and state resources together.
Financial records
Gather account, insurance, beneficiary and advisor information at your pace.
Digital legacy
Make a thoughtful record of accounts, devices and online wishes.
End-of-life wishes
Capture memorial, organ donation and family communication preferences.
Physical assets
Create a useful reference for the places, things and records people may need.
Pet care
Name caregivers and keep routines, veterinary details and backups easy to find.
Simple by design
Choose your state. Follow the guidance. Keep moving.
The planner pairs a clear checklist with state-specific resources, giving you a focused place to work through the details without doing it all at once.
Walk through the process- Choose your stateStart with guidance that reflects where you live.
- Work through the planMove through the areas that matter to you.
- Save and shareKeep useful summaries and information close.
Start when you are ready
A small step toward more clarity.
Begin your LifeBridge Planner subscription for $1.99 per month, or $20 per year.
Begin your plan