LifeTidy

Features LifeTidy

Most people keep lists of their assets, policies and finances in various files or on their computer, with some information, haphazardly stored in cupboards and safes.
LifeTidy solves this problem with an integrated Wealth Dashboard, using open banking, so you can monitor your assets and liabilities on a daily basis, and a secure pre organised digital vaults, for your key documents and other important information.LifeTidy makes sure the people you love the most have all the vital, useful, and critical information they’ll need in case something happens to you.LifeTidy will allow the option for our User to give a loved one, and their advisors access to the platform through a LifeTidy Secure Key which can be stored in a safe or with a user’s Will.Part of the LifeTidy platform will provide support, templates and step by step guidance and tools to carry out probate an executor’s responsibilities quickly and easily.
Including relevant parties such as solicitors, accountants and wealth managers.Get organised, get LifeTidy