Life feels lighter when there’s a plan.

Life comes with a lot to manage. LifePlans is here to make it easy.

Founded by experts with decades of experience across healthcare, caregiving, and life planning, LifePlans combines a digital platform with professional guidance from real humans. Families get step-by-step plans, secure organization tools, and trusted support that turns overwhelming responsibilities into meaningful progress.

Life happens together.

Your life is full of moments that ripple across the people you love.Some are joyful and expected. Others arrive without warning. Suddenly, you’re responsible for decisions you never thought you’d have to make.

Partner
Attorney
Financial Advisor
Mother
Pet
Child
Father
You
“Mom repeated herself three times today. I’m worried about the future.”
“Have they digitally stored and shared these important documents?”
“Their portfolio is strong, I hope they have a family plan.”
“Will they know what my wishes are, if something happened?”
“My pet sitter knows just how I like my treats, thanks to Mom’s good planning.”
“College is coming fast and I haven't figured any of it out.”
“I’m not scared of getting older. I just don’t want to leave behind a mess.”

Yet, when it comes to planning for those moments, people often feel like they have to figure everything out on their own.

LifePlans is here to change that.

Built for the moments
that shape everyday life.

Most people know there are important things they should plan for. They just don’t know where to begin.

That’s why LifePlans was built alongside experts across healthcare, legal, financial, caregiving, and family support fields. Instead of starting from scratch, you get step-by-step plans designed to help you take action, stay organized, and make meaningful progress without feeling overwhelmed.

When you’re organizing important documents

Critical Document Storage

  • Open the Master Inventory WorksheetGuiding you with step-by-step, easy to follow instructions
  • Store documents in your VaultShare with those you trust
  • Keep it currentUpload new documents as you receive them
When you’re caring for an aging parent

Aging Parent Plan

  • Use the Conversation StartersHelpful dialogues on aging, future wishes, and how to work together
  • Engage siblings or care team membersThings are more sustainable when the weight is shared
  • Complete the Caregiver Self-Care PlanHelping you prioritize your own wellbeing too
When you’re welcoming a child

Pregnancy & Birth Plan

  • Use the Healthcare Appointment Tool before visitsPrepare your questions and take notes during each visit
  • Complete the Pregnancy WorkbookFrameworks for prioritizing your physical and mental health
  • Read the Birth Plan Guide and fill out your Birth PlanYour preferences, clearly spelled out
When you’re preparing a child for college

Preparing for College

  • Complete the Vault Upload ChecklistEnsure your child has what they may need, at their fingertips
  • Read the Guide to Legal Readiness at 18Be prepared for the legal changes that happen at 18
  • Complete the Money and Independence WorkbookWork together to help them feel ready
More plans, always growing
  • Aging Well
  • Dementia Caregiving
  • Financial Inventory
  • Household Operations
  • Pet Care
  • Parenting & Neurodivergence
  • Pregnancy & Birth
  • Preparing for College
  • Senior Living Options
  • Wellness & Self Care

Support for everything
life has to offer.

LifePlans brings together the tools, guidance, and support families need to move forward with confidence into one connected platform. No more scattered files or forgotten details.

01 · Expert-built plans

Plans you can actually finish.

Access our growing library of curated plans, educational resources, a selective marketplace of channel-specific resources, and actionable checklists designed by experts to help you make progress one step at a time.

Plans you can actually finish.Designed with industry expertsStep-by-step
02 · Real human guidance

Someone in your corner.

We don’t want you to plan alone, and we don’t want you to struggle through it. Whether you need help understanding your options or simply figuring out where to begin, Life Planners are here to help you keep moving forward with unbiased, actionable advice.

Someone in your corner.Unbiased human supportTrained & certified
03 · The LifePlans Vault

Everything you need, safe & secure.

Store documents, care plans, family records, and important information in one secure place that’s easy to access and share with your family and the professionals who support you.

Your information belongs to your family - not advertisers or third parties. With end-to-end encryption security standards, your sensitive information stays protected and private.

Everything you need, safe & secure.Secure StorageShared with whom you trust

Get Trusted Guidance From a Life Planner

It’s hard to plan for life before you’ve lived it. That’s why our Life Planners bring together decades of experience across healthcare, social work, mental health, caregiving, aging services, and family support.

If you need someone to talk to, Life Planners are people you can trust to listen with compassion and guide you with experience. Their professional expertise helps families:

  • Understand their options
  • Take meaningful action
  • Move forward with greater peace of mind

When LifePlans launches, every free trial will include a complimentary 45-minute conversation with a certified Life Planner, so you can get personalized advice right from the start.

A Life Planner on a video call
Certified Life Planner
Available when you need
Mondays through Saturdays
45-minute call · Free
With every free trial
STORIES FROM REAL CUSTOMERS

A little clarity can
change everything.

From organizing important documents to navigating major family decisions, people who use LifePlans often describe the same feeling: relief.

“We had many of the main pieces in place for our estate planning. Working with LifePlans helped us know we weren’t missing anything, and also provided useful tools for managing meaningful issues that fall outside conventional planning. It is reassuring to know our plans are complete, organized and accessible.”

— Sue M.

“LifePlans has helped me to set-up an easy transition for my children after I am gone, like my father did for me.”

— Molly B.

“I needed help navigating care for my parents and the Life Planner gave me tangible next steps and resources to solve my needs.”

— Erin H.

“…Comfort and confidence in the path forward, caring for my terminally ill mother.”Joseph M.
“The resources and knowledge she guided us through were priceless.”Diana P.
“Very informative - a real kick start to get our affairs organized.”Jody B.
“I didn’t realize how much of a relief it would be to me to have this done… It must have been in my subconscious mind.”Carol M.
“It’s actually about understanding the gaps in my life… not just getting some forms.”Molly B.
“I’m happy to find out where I’m missing spots and what I can do and how it all works.”Carol M.
“Setting our boys up for the least amount of friction and stress… I think it is such a gift.”Vickie W.
“I really appreciate this conversation more than you [know]… for this free 45 minutes, it has been so helpful. I just can’t tell you enough.”Erin H.
“Just talking stuff out is so helpful… It has been such a nice space for me.”Leah C.
“It is very clear you know what you’re talking about and that you can do exactly what I’m looking to get done, which is take care of mom in a way that’s a little less heady on me.”JJ M.
“I thought it was just going to be ‘here’s some forms,’ but it’s actually about understanding the gaps in my life.”Molly B.
“…Comfort and confidence in the path forward, caring for my terminally ill mother.”Joseph M.
“The resources and knowledge she guided us through were priceless.”Diana P.
“Very informative - a real kick start to get our affairs organized.”Jody B.
“I didn’t realize how much of a relief it would be to me to have this done… It must have been in my subconscious mind.”Carol M.
“It’s actually about understanding the gaps in my life… not just getting some forms.”Molly B.
“I’m happy to find out where I’m missing spots and what I can do and how it all works.”Carol M.
“Setting our boys up for the least amount of friction and stress… I think it is such a gift.”Vickie W.
“I really appreciate this conversation more than you [know]… for this free 45 minutes, it has been so helpful. I just can’t tell you enough.”Erin H.
“Just talking stuff out is so helpful… It has been such a nice space for me.”Leah C.
“It is very clear you know what you’re talking about and that you can do exactly what I’m looking to get done, which is take care of mom in a way that’s a little less heady on me.”JJ M.
“I thought it was just going to be ‘here’s some forms,’ but it’s actually about understanding the gaps in my life.”Molly B.
The team behind LifePlans

We’ve helped families through life’s hardest moments.

The team behind LifePlans brings together more than 75 years of experience across healthcare, caregiving, palliative care, aging, and family support.

Founders Katy Lanz and Nick Westfall have seen firsthand how overwhelming important decisions can become when families are left to figure everything out alone. LifePlans was created to bring together the guidance, organization, and support people wish they had sooner.

“Life is a journey of unknowns, and every family deserves a roadmap. At LifePlans, we simplify the logistics of planning so you can focus on what truly matters, each other.”- Katy Lanz, Co-founder
Dr. Katy Lanz
CEO Founder
Nick Westfall
Co-founder

What life moments have
you been handling alone?

When everything is organized and protected in one place, families stay better prepared for all of life’s moments - together.