LifePlans

A guided life-planning platform where families prepare for life's big moments with expert-built plans, one-on-one LifePlanner sessions, and a secure document vault
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LifePlans is a web platform that helps families prepare for life's defining moments, from caring for an aging parent to welcoming a baby or sending a child to college. It combines expert-built step-by-step plans and interactive tools with one-on-one guidance from dedicated LifePlanners and a secure vault for the documents families need most.

Personalized plan recommendations
An onboarding questionnaire and progressive profiling feed a recommendation engine that ranks plans, tools, and resources for each person, so the dashboard always reflects their actual situation, whether that's aging-parent care, a new baby, or college prep.
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Expert-built plans and interactive tools
Step-by-step plans with checklists, workbooks, forms, and educational resources. Completed tools can be downloaded as PDFs or saved straight into the vault, so the work becomes documents the family keeps.
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LifePlanner sessions and booking
Clients book time with their LifePlanner in a three-step flow with real-time availability, slot holds so no two clients claim the same time, Stripe checkout, and automatic Google Calendar invites with Meet links. Rescheduling, cancellations, and refunds are all handled in-app.
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The LifePlans Vault
Secure storage for care plans, legal and financial records, and family documents, with virus scanning on every upload, labels and folders, in-app previews, and controlled sharing so a family member sees exactly the right files and nothing else.
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The challenge

Planning for a major life transition is a scattered, emotionally loaded job. Someone caring for an aging parent is juggling medical records, legal documents, financial accounts, and family conversations, usually with no map of what needs to happen first. The information exists, spread across generic articles, expensive advisors, and paperwork in drawers, but nothing connects it into a plan a family can actually follow. And because these moments are stressful ones, tools that add complexity get abandoned exactly when they are needed.


The product challenge was to bring all of it into one place without losing the human element: structured plans and self-serve tools for the organizing work, real professionals for the judgment calls, and a safe home for the sensitive documents that come with both. That meant building for three very different user roles, clients, professional LifePlanners, and platform admins, and holding personal, medical, financial, and legal information to a security standard that earns a family's trust.

The solution

Wolfpack Digital designed and developed LifePlans as a web platform with a React front end, a Django back end, and Google Cloud infrastructure. The experience is personalized from the start, with an onboarding questionnaire and progressive profiling feeding a recommendation engine that ranks plans, tools, and resources for each person, so a new parent and someone navigating dementia caregiving each see a dashboard built around their own situation.


The plans themselves are structured programs with step-by-step guidance, interactive tools and workbooks, checklists, and educational resources. All of that content lives in Contentful, so the LifePlans team can publish a new plan or update a tool without a code release. Completed tools can be downloaded as PDFs or saved straight into the vault, turning the work a family does inside a plan into documents they keep.


Human guidance runs through the whole product. Clients book time with their LifePlanner through a scheduling system built end to end, covering LifePlanner availability calendars, a booking flow with slot holds so two clients never claim the same time, Stripe checkout, and automatic Google Calendar invites with Meet links. Reschedules, cancellations, and refunds are handled in-app under clear policies, and a built-in chat keeps the conversation going between sessions.

The LifePlans Vault stores the documents behind all of this, from care plans to legal and financial records, with virus scanning on every upload, labels and folders for organization, in-app previews, and controlled sharing that lets a family member see exactly the right files and nothing else. Security carries across the platform, with two-factor authentication for every role, audit logging, rate limiting, and strict session controls, alongside accessibility work against WCAG standards. Subscriptions, one-time tool purchases, and promo codes all run on Stripe.