Organise today. Support tomorrow.

Keep your important life information, documents and will details organised in one secure place.

Helping you and the people you trust find the information you need when life becomes uncertain.

Organise your policies, accounts, will details, contacts and important documents in one structured Life File. Accessible when you need it. Trusted Persons may request access when it is needed — access is not automatic.

Create My Life File Request Access to a Life File

No need to gather everything first. Start with what you know and complete your Life File over time.

Use “Request Access” if you have been nominated as a Trusted Person.

Secure. Private. Designed for real-life situations.
How YourLifeFile works

Three simple steps.

1

Create Your Life File

Record your important information, including will details, and upload supporting documents.

2

Nominate Trusted People

Select Trusted Persons who may request access if needed.

3

Access When It Matters

You and your Trusted Persons can quickly locate important information during life events or after your passing.

Start now. Build over time.

You don't need to have everything ready to start.

Start with what you know today and add the rest over time. A partially completed Life File can still give you or your Trusted Person an important starting point when information is unexpectedly needed.

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Start with the information you have

You don't need every policy number, account number, contact person or supporting document. Add the details you know now and return later when you have more.

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Complete sections in any order

Have your banking information but not your life cover details? Complete the banking section first. Move between sections freely and come back whenever you're ready.

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Complete it at your own pace

Your Life File is designed to grow with you. Monthly or quarterly reminders can help you gradually review, update and complete your information over time.

Even one detail can make a difference. If all you know is the name of your insurer, add it. Even without a policy number, adviser or contact details, the insurer's name gives you or your Trusted Person somewhere to start. The remaining information can be traced later by contacting the company or searching for its details.

Some information is better than no information.

Don't wait until everything is perfectly organised. Start your Life File with what you have today and build from there.

Start With What I Have
Why this matters

Important life information is often scattered across different places.

Policies may be held with different insurers, investments across platforms, and important documents stored in files, emails, or devices. Will details and estate arrangements are often kept separately and may not be easy to find when they are needed.

In many cases, Trusted Persons may not know

Many people intend to organise this information one day.
YourLifeFile simply provides a practical way to do it.

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Built for you first.

This is not just for emergencies — it is a practical tool you can use at any time.

YourLifeFile is not only for others — it is designed for you. Use your Life File to quickly access your own information when needed.

This ensures you always have a clear and accessible overview of your important information when you need it.

Emergencies Hospital visits Financial planning Travel Everyday organisation

YourLifeFile gives you clarity and control over your important information.

A clear, structured view

Your Life File — organised and easy to use.

A clear, structured overview of your important information and documents — for you and the people you trust.

📁 Life File — John Doe ✓ Active Subscription

John Doe's Life File

Last updated: 12 March 2025

5
Sections
8
Entries
4
Documents
2
Trusted People
📜
Will & Estate Details
Executor and location recorded
On File
Executor
Jane Doe (Spouse)
Attorney Contact
011 555 0199
Will Location
Safe deposit — FNB Sandton
Last Updated
March 2024
🛡️
Life Insurance
2 policies on file
Active
Provider
Sanlam Life
Policy Number
SL-2024-00847
Named Trusted Person
Jane Doe (Spouse)
Broker Contact
082 555 0123
❤️
Medical Aid
1 entry on file
On File
Features

Everything you need to organise your Life File.

A clear, practical way to organise your life information.

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All Your Information in One Place

Organise your will details, policies, accounts, contacts and important arrangements in one structured system.

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Secure Document Storage

Upload and store important documents such as policy schedules, certificates and supporting records.

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Designed for Real Life

Access your information at any time, and allow Trusted Persons to request access when needed.

👥

Trusted Person Access

Nominate Trusted Persons who can request access through a secure verification process.

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Always Up to Date

Update your Life File at any time so your information remains current.

✨

Simple and Structured

A clear and practical system — no unnecessary complexity.

For Trusted Persons

Access a Life File

If you have been nominated as a Trusted Person, you can request access to a Life File when necessary. This may apply in situations such as:

  • The passing of the Life File owner
  • Serious illness or incapacity

Access is not automatic — all requests go through a secure verification process.

Request Access to a Life File
1

Enter Your Details

Provide your information to identify the Life File.

2

Submit Required Documents

Upload the required documentation to support your request.

3

Secure Access

Once verified, access will be granted to the relevant Life File information.

Simple and affordable

One subscription. Everything you need.

One affordable annual fee for a complete Life File system. Secure, simple and designed for real-life use.

Annual membership. No hidden costs.

From
R90
per year · billed annually

Try YourLifeFile for 24 hours before becoming a paid member. Explore the platform, start building your Life File and decide whether it is right for you. One trial per person.

Create My Life File
Security and privacy

Designed with your privacy in mind.

YourLifeFile securely stores your information and documents while ensuring that sensitive access data is never required. Access to a Life File is only granted after strict verification procedures have been completed.

Your information is only used internally by authorised personnel and developers responsible for maintaining the platform.

Providing false information when requesting access, may result in legal action.

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✕Passwords
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✕PIN Numbers
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✕Login Credentials

Your information is handled in accordance with applicable data protection regulations and is never shared with third parties for marketing purposes.

You remain in control of your information and who may request access.

Be prepared. Stay organised… keep your information, documents and will details in one secure place.

Create your Life File today and ensure that your information, documents and will details are always easy to find — for you and the people you trust.

For Trusted Persons who need to request access