What is LifePlan?

Published: Apr 19, 2019

Why LifePlan?

We all have goals, some a few months away and some years away. Sometimes unplanned changes or events get in the way...a car accident, a health scare, and good news too, like having a baby.

Staying on track with your goals and managing whatever life throws your way is possible on your own, but wouldn't it be nice to have a little help? Friends or family might not give you the right advice and relying on the internet can be misleading and time consuming.

With LifePlan, you have professional financial and legal advice, and helpful resources, in your back pocket. It's affordable, reliable and available at the click of a button.

How does it work?

Professional Legal and Financial Advice

Just pick a date that works for you, view the available professionals, and choose a time. No need to take time off work and drive to their office, you can discuss everything over the phone.

  • Discuss your goals with a financial advisor and get an action plan for your budget, paying off debt, retirement savings and more.

  • Speak to one of our friendly network attorneys who can help with a range of legal matters, from family law to reviewing your rental lease or property agreement.

Schedule an advice session.

Estate Planning

Create your will or trust online with independent attorney help, or complete the documents on your own. Upload them to your unlimited cloud storage and access them anytime and from anywhere.

View your estate planning documents.

Identity Theft Protection

Get lost wallet services, credit monitoring, full service restoration and more.

Set up your identity theft protection.

Need help?

(888) 556-0888 Mon-Fri 7am-7pm CT


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