Why it matters
Important information may need to be located quickly during illness, disability, emergencies, travel, retirement planning, estate administration, or other significant life events.
YourLifeFile was created to solve a very common problem: important information is often difficult to locate when it is needed during life events, emergencies or periods of uncertainty.
Many people spend years building financial security for their loved ones through insurance policies, investments, savings and other arrangements. YourLifeFile helps members organise these details during life and gives trusted persons a clear route to locate important information when needed.
While this challenge often becomes most visible after a person passes away, it can also occur during serious illness, disability, emergencies, travel and other situations where information may need to be located quickly.
YourLifeFile is operated by YourLifeFile (Pty) Ltd, a South African company, registration number 2026/072254/07.
Director: Christo Odendaal.
Contact: info@yourlifefile.co.za
Important information may need to be located quickly during illness, disability, emergencies, travel, retirement planning, estate administration, or other significant life events.
A simple and secure place to record important reference information so the right people know where to look and who to contact.
The creator of YourLifeFile has been involved in the financial services industry since 2007, working with multiple long-term and short-term insurance providers and assisting clients with financial planning.
Over many years of working with clients and families, one challenge appeared repeatedly: important information is often scattered, incomplete or outdated when it is needed most.
Physical life files can be helpful, but they are rarely complete or maintained over time. They may only include policies arranged through one adviser, exclude arrangements held elsewhere, become outdated, require ongoing manual discipline, and lack reminders to keep the information current.
YourLifeFile was created to address these challenges by providing a secure digital system where individuals can record important reference information in one place and keep it updated over time.
The mission of YourLifeFile is simple: to help individuals and families stay organised, be prepared, and manage important information in a practical way.
By making important information easier to locate, YourLifeFile supports members and trusted persons during everyday administration, serious illness, emergencies, estate administration and other important life events.
YourLifeFile allows individuals to record important reference information such as will and estate contact details, funeral policies or arrangements, life insurance policies, investments and savings, short-term insurance policies, medical aid, health insurance, gap cover, banking relationships, liabilities, disability and income-protection benefits, other important assets or arrangements, personal messages, and nominated trusted persons.
Although YourLifeFile can assist families after the death of a loved one, it is equally valuable during life. Many members use their Life File as a structured reference point for policies, investments, medical information, banking relationships, important contacts and other records that may need to be accessed during everyday life, emergencies or periods of incapacity.
Web-based and accessible from computers, tablets or mobile phones wherever there is internet access.
Members nominate trusted persons who may request access when necessary, subject to verification and approval.
Update your Life File whenever circumstances change, with reminders to help keep information current.
A clear reference point so trusted persons know where to look and who to contact.
YourLifeFile creates a single, structured overview of important reference information so trusted persons can quickly identify policies, financial arrangements, institutions, advisers and other important assets or arrangements. This helps ensure that important provisions and potential claims are not overlooked and that the necessary processes can begin without unnecessary delays.
YourLifeFile is a neutral information platform and does not provide financial, legal or insurance advice. The system does not promote or recommend any specific financial products, institutions or advisers. Individuals remain free to work with any professional or institution of their choice.
YourLifeFile takes privacy seriously. The system operates in accordance with POPIA and collects only the information necessary to create and maintain a Life File. Information is stored securely, and access by nominated trusted persons is only considered after a verification and approval process.
The long-term vision for YourLifeFile is to make important life information easier to organise, maintain and access during significant life events. The platform is designed to grow and improve over time as new features and tools are introduced to support preparedness, accessibility and practical information management.
Helping the people you trust find the information they need when life becomes uncertain.
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