lifeALLY LifeFile Templates

Everything that matters. In one place.

LifeFile brings together the information people actually need in real moments—emergencies, transitions, and everyday life—without turning organization into a second job.

Not a binder you admire. A system you finish.

What’s Included

✔ Fillable PDF templates covering your full life picture, including:

Personal & People

• Sensitive Personal Information

• Dependents

• Guardianship

• Trusted Contacts

Health

• Medical Overview

• Doctors & Specialists

• Medical History

• Medical Power of Attorney

• Advance Healthcare Directive

Money & Work

• Bank Accounts

• Investment Accounts

• Credit Cards, Loans & Debts

• Recurring Expenses

• Employment History

• Military Service (if applicable)

Legal & Protection

• Legal Documents

• Insurance (Health, Auto, Life, Disability, Pet, Other)

• Trust & Will

• Power of Attorney

Assets & Property

• Personal Assets

• Vehicles & Motorcraft

• Sentimental Items

Life Details That Matter

• Ancestry & Family History

• Clubs & Memberships

• Loyalty Numbers

• Charitable Giving

• End-of-Life Wishes

Why It Works

• Comprehensive without being overwhelming

• Fillable PDFs — no apps, no learning curve

• Designed for real situations, not ideal ones

• Built to be completed once, then reviewed annually

How to Use

Complete the templates and store them securely in the cloud.
We recommend encrypted storage such as Proton Drive or Google Drive.

Share access intentionally with your trusted person, so the right people have the right information—nothing more.