Upon your initial login following account creation, you will be directed to the Onboarding screen, which displays a series of tasks designed to help you become familiar with the platform.

The tasks are organised into two categories: Account Setup Tasks, which must be completed to unlock full access to LifeReady’s features, and LifeReady Quick Start tasks, which guide you through adding records, building your Legacy, and establishing your Account Recovery method.

Account Setup Tasks

The following Account Setup tasks must be completed to gain access to LifeReady’s Vault and Records Shared With Me features. Upon completion, you will have full Vault access unlocked.

1. Set up Two-Factor Authentication: Two-Factor Authentication (2FA) requires a secondary verification method to confirm your identity before accessing your account. This creates an additional security layer that strengthens your account protection. See our Two-Factor Authentication section for more details.
2. Start Your LifeReady Subscription: An active subscription is required to access your Vault, Legacy features, and Contact and Trusted Party management capabilities. Subscriptions are available on monthly or annual billing cycles and may be cancelled at any time. For subscription management details, visit our Subscriptions and Billing section.

LifeReady Quick Start

Beginning with a new platform can feel daunting, so this section guides you through essential tasks to familiarise yourself with the Vault. These include adding a record, building your legacy, configuring account recovery, and managing trusted parties.

Note: While these tasks are optional, we highly recommend enabling an Account Recovery method.

1. Setting up a Recovery Method: Establish a recovery method for when you forget your password or lose account access. LifeReady offers two options: Personal Recovery Key and Trusted Party Recovery. See our Account Recovery Setup for details.
2. Adding a Record: Your Vault securely stores thousands of documents, from sensitive banking information to everyday device codes. Visit our Managing Records section for more information.
3. Preparing Your Legacy Plan: Your Legacy Plan is a crucial account component for storing vital end-of-life documents. Share your Will and essential documents with Trusted Parties like your executor or family members, who will carry out your Legacy instructions if you pass away. See our Introduction to My Legacy for guidance.
4. Adding Trusted Parties: Trusted Parties are selected individuals who can access your account and assist with sharing records, establishing Legacy plans, and account recovery. See our Managing Trusted Parties section for details.

Your account is now ready for you to add records to your Vault or explore other available features. Review our checklist to make sure you don’t overlook any essential documents.